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    Determining ERC Eligibility for Healthcare Organizations: Facts and Misconceptions - on demand

    Webinar

    SKU: O24WEB24

    Formats:

    Webinar


    Available Credits
    • ACMPE: 1.00
    • CEU: 1.00

    Description

    This webinar — recorded on November 7, 2023 — is eligible for ACMPE and CEU credit.

    During the pandemic, healthcare organizations experienced significant impacts, but many still have not claimed the employee retention tax credit (ERC), a payroll tax refund enacted under the CARES Act. This webinar will review how healthcare facilities can claim the ERC before this program ends in 2025. Attendees will uncover the reality behind prevalent misconceptions and obtain a thorough grasp of eligibility criteria.

    Topics covered include the ERC timeline, how to select the right advisor, the benefits of seeking a second opinion, and how a maximum tax refund guarantee can protect their claim.

    This 60-minute webinar will provide you with the knowledge to:

    • Identify eligibility requirements for healthcare facilities
    • Recognize the truth behind common misconceptions about the ERC
    • Explain the benefits of a second opinion and how to select the right advisor

    Brought to you by EZ-ERC


    Continuing Education

    Delivery method: Internet Live Course | Group Internet Based
    Learning level: Beginner - Education designed to provide a general understanding of a topic or knowledge area.
    Learning format: Traditional
    Prerequisites: None
    Advance preparation: None
    Duration: 60 minutes

    Claiming Credit: If you wish to claim continuing education credit, you must attend the live webinar or if you watch the recording, respond to the integrated polls in order to meet the interactivity requirement required by accrediting organizations.

    • ACMPE, medical practice administrators in certification and Fellowship through ACMPE
    • CEU, generic continuing education credit

    For detailed continuing education credit information, click here.


    Speakers
    Picture of Maxwell Burns

    Maxwell Burns, CPA
    Managing Director, EZ-ERC

    Maxwell Burns, Managing Director at EZ-ERC, is a highly technical CPA with over ten years of public accounting and M&A tax experience. He leads EZ-ERC’s team of tax, payroll and accounting professionals and supervises the entire ERC accounting process from start to finish.

    Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax and consulting firm. In this role, he focused on cross-border mergers and acquisitions, tax advisory and structuring for private equity clients and strategic corporate investors.

    Maxwell received a bachelor’s degree in accounting from the University of Florida in 2010 and received a master’s degree in accounting (taxation) from Florida State University in 2012. He is a licensed CPA in the State of New York.

    Picture of Victoria Beck

    Victoria Beck, Esq.
    General Counsel – Regulatory Compliance, EZ-ERC

    Victoria Beck, Esq. is General Counsel – Regulatory Compliance at EZ-ERC. She brings a unique perspective to her work at EZ-ERC and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Advocating for clients as a civil litigator has helped her develop and fine-tune critical thinking and communication skills. Victoria works closely with our clients, understanding their unique challenges and goals. She possesses a strong understanding of the laws and regulations applicable to the broad range of challenges business owners and leaders may face, positioning her to serve our clients’ needs at the highest level. 

    In her previous role as a civil litigator and trial attorney, Victoria appeared before both federal and state courts including the U.S. Court of Appeals for the Third Circuit, the United States District Court for the District of New Jersey, and the New Jersey Superior Court, as well as governmental agencies, the Public Employment Relations Commission and the Office of Administrative Law in New Jersey. She also served as a judicial law clerk for the presiding judge of the Civil Division in the New Jersey Superior Court.

    Victoria received her law degree from Boston College Law School in 2011 and her bachelor of arts from Amherst College in 2007. She is licensed to practice law in the State of New York and the State of New Jersey.

    Picture of Fermin Sanchez

    Fermin Sanchez
    Manager, Partnerships and Sales Development, EZ-ERC



    Technical Requirements

    This webinar consisted of a 60-minute presentation, interactive polls and a question-and-answer session.

    You will receive informational emails with login instructions, handout materials and the recording.




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