Ep 1: Financial Advisors Want to Know: What’s Going On With the Employee Retention Credit?

Episode 1: What’s Going on with the Employee Retention Credit?

Host: Catherine Tindall, CPA, Tax Advisor for Financial Advisors

In this solo episode of Financial Advisors Want to Know, Catherine Tindall breaks down the ongoing complexities of the Employee Retention Credit (ERC). Even in 2024, this 2020-2021 tax credit remains a hot topic—offering six-figure opportunities for business owners while navigating a regulatory minefield. In under 15 minutes, Catherine provides key insights to help advisors guide their clients through the ERC process with confidence.

Key Takeaways:

✅ Understand the basics of ERC—its origins, benefits, and potential pitfalls.
✅ Verify that any ERC claims were handled by tax professionals, not sales-driven firms.
✅ Check the status and legitimacy of pending claims to avoid issues.
✅ Conduct due diligence now to prevent future audits or repayment demands.
✅ Ensure clients know about potential eligibility for the 2021 ERC program.

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🌐 Learn more: www.dominiones.com

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