Publications

By now, nearly everyone has heard of the Employee Retention Credit. However, many business owners and operators continue to have unanswered questions. Business owners, managers, and their advisors are constantly hearing different stories about the ERC program from their peers, and internet searches often provide conflicting information.

This webinar will clarify common misconceptions about the ERC program. It will also help you better understand the potential impact of the ERC program on your business by sorting out fact from fiction.

Learning Objectives:

• Identify key factors for determining ERC eligibility

• Learn how to set a realistic expectation for your business

• Learn about the window to claim the credit

• Learn the importance of documenting and substantiating the claim before you file for the credit

• Know when you can expect to receive the refund

Presenter Profile:

Adam is a Director at Experian Employer Services (EES) and heads up the Employee Retention Credit development team. He is one of the founders of the Employee Retention Credit (ERC) program at EES, having established many of the eligibility and calculation protocols for the program. He has personally helped over 600 clients claim the ERC ranging in size from 30 to 30,000 employees.

Prior to joining TCC, he was EVP of Corporate Development for Youfit Health Clubs, one of the largest chains of non-franchised HVLP clubs in the United States. He brings over 20 years of investment banking and operating experience to EES. Adam also brings a 15+ year investment banking career, having executed over $5 billion in Private Equity led sell-side and buy-side M&A and capital raise transactions for firms that include Daiwa Sumitomo Mitsui Banking Corporation, Sagent Advisors, and First Union Securities.