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Navigating the Employee Retention Credit & Reviewing Previously Filed Claims

About This Webinar

Learn from CPAs and tax attorneys from the nation's top firms about substantiation requirements for the Employee Retention Credit (ERC) and how you can make the most of your tax credits, even if you’ve already filed. Using case studies, ERC experts will walk you through the most common ERC misconceptions, such as assumed ineligibility due to: (i) not qualifying due to an increase in revenue, (ii) having taken a PPP loan, or (iii) having had more than 100 or 500 W2s. With the ERC program sunsetting in 2024 and ending in 2025, explore the steps you need to take to make sure you are not missing out on eligible quarters and leaving money on the table.

Presented By: EZ-ERC
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Closed captioning is available in 11 languages.

Agenda
  • Assess the different avenues to qualification, even without a decrease in revenue.
  • Learn why it is important to work with a qualified advisor to mitigate potential audit risk, penalties, and payback.
  • Discover how to undertake a “second look” to ensure you've claimed all the credits you are eligible for, whether you have already filed or were told you did not qualify.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
CEO & Founder, EZ-ERC
Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads EZ-ERC with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in the U.S.

Kenny was previously a tax partner at a global top 25 consulting firm, Alvarez & Marsal (“A&M”), where he primarily focused on tax planning and compliance for privately held businesses. During this time, he also served as the Interim Co-Head of Global Tax for A&M in 2020, managing the internal tax function across 65 offices and 5,000+ professionals in 25 countries, all while leading A&M’s task force on the ERC from March 2020 through the end of 2021.

While at A&M, Kenny established himself as the leading tax expert on both the ERC and the Paycheck Protection Program (PPP) and concentrated primarily on helping institutionally owned businesses that were “sized out” of the PPP claim the ERC. Seeing an opportunity to assist small- and medium-sized businesses and nonprofit organizations claim COVID-relief funds, he left his position as partner at A&M to assume the CEO role at EZ-ERC.

Kenny holds a Bachelor’s degree in Accounting and Master’s degrees in Accounting and international business from the University of Florida. He is a licensed Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Forbes Business Council. Kenny has authored articles published by media outlets such as the Business Journals, Yahoo Finance, and Market Watch, and he frequently lectures on tax topics for the Tax Executives Institute (TEI), Bloomberg BNA, and other industry and tax organizations.
Webinar hosting presenter
Chief Legal Officer and Managing Director, EZ-ERC
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages EZ-ERC’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience.

Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19 pandemic. He worked closely on the preparation and filing of multiple legal opinions substantiating eligibility for eight-figure ERCs.

Kyle spent the first decade of his legal career as a corporate attorney at DLA Piper, McDermott Will & Emery, and Bilzin Sumberg, where he advised private equity funds, publicly traded companies, and institutional investors in connection with mergers, acquisitions, divestitures, financings, and general corporate law matters.

Kyle attended law school at New York University School of Law and taught ‘Law for Business Managers’ at the NYU Stern School of Business.

Prior to law school, Kyle worked at Merrill Lynch Investment Bank in Manhattan as a Wall Street Trader. He received his Master of Science in Finance in 2008 and Bachelor of Science in Finance in 2007 from the University of Florida.
Hosted By
National Restaurant Association Show webinar platform hosts Navigating the Employee Retention Credit & Reviewing Previously Filed Claims
The National Restaurant Association Show delivers content, connections, and products to tackle your foodservice business challenges head-on.
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