Materials Provided​

After signing up and paying for the seminar, you will receive an email with a link to a private webpage that will contain the course materials.   

• GET INSTANTLY ALL OF THIS

• 20+ SEMINAR VIDEOs PRESENTED BY JJ THE CPA

• 300+ PAGE POWERPOINT STEP-BY-STEP

• HOW TO PREPARE FORM 941-X STEP-BY-STEP VIDEOS AND WRITTEN INSTRUCTIONS

• SEMINAR POWERPOINT

• 2020 & 2021 ERTC FLOWCHARTS

• ERTC CALCULATION EXAMPLES 2020 & 2021

• EXECUTIVE SUMMARY OF ERTC 

• FIVE (5) EXCEL SPREADSHEETS 

• EXCEL: CALCULATE 2020 & 2021 ERTC CREDIT

• EXCEL: CALCULATE ERTC GROSS RECEIPTS TEST

• EXCEL: CALCULATE ERTC TOTAL EMPLOYEE COMPENSATION 

• EXCEL: CALCULATE HOW TO MAXIMIZE ERTC & PPP FORGIVENESS 

• EXCEL: CALCULATE ECONOMIC VALUE PPP vs. ERTC

• ALSO, ALL IN ONE PLACE FOR YOU: LINKS TO THE LATEST ERTC RELATED TAX FORMS & INSTRUCTIONS, SPECIFIC IRS FAQs REFERENCED AND RELATED TO ERTC.

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Excludes: 

• Purchasing the seminar does NOT include JJ answering questions by email or phone. 

• Related to PPP, this only includes information related to maximizing the ERC credit in conjunction with PPP loan forgiveness.  This does NOT include anything about how PPP loan forgiveness works in general or how to achieve PPP loan forgiveness.

• This is NOT how to prepare the original Form 941, as you should have already filed Form 941, and if you haven't filed Form 941, you most likely don't have employees or qualify for ERC. This includes how to prepare the AMENDED Form 941-X.

Major Topics

• Overview of ERTC, and the mechanics to calculate the ERTC

• Form 941-X due dates

• HOW TO PREPARE FORM 941-X

• Mapping out the ERTC rules for 2020, and 2021

• Compare ERTC rules from 2020 to 2021

• Address ERTC issues to clarify common confusions

• When, where, how to report ERTC for tax purposes

• Contingency fees related to ERTC per AICPA & IRS

• When business owners, spouses & family qualify for ERTC

• Major overview of the 4 ERTC IRS Notices

• Major matters not to forget with ERTC

• 2020 ERTC: Specifics to government closures, gross receipts test, employer size, example ERTC calculation

• 2021 ERTC: Specifics to government closures, gross receipts test, employer size, example ERTC calculation

• Gross receipts test examples for 2020 and 2021

• ERTC aggregation rules

• Employer size calculation for 2020 and 2021

• How ERTC qualified wages includes employer paid health insurance

• Calculation examples of wages and employer paid health insurance

• Overview of payroll tax forms for ERTC: Forms 941-X, 941 & 7200

• Step by step how to complete Form 941-X for ERTC purposes

• Step by step how to complete Worksheets 2 & 4 for Form 941-X

• Overview of items to complete on Form 941-X

• NOTE:  On ERTC materials page you will find 941-X instructions highlighted for the areas that apply to ERTC

• Comparing ERTC to PPP related to major common payroll items

• Biggest misconceptions when calculating ERTC with PPP

• Strategy of properly maximizing ERTC and PPP loan forgiveness

• IRS & SBA interactions common to ERTC in conjunction with PPP

• Best practice to achieve maximum ERTC and PPP loan forgiveness

• How to approach ERTC if you already received PPP loan forgiveness

• The mechanics of ERTC and PPP

• Example calculations of maximizing ERTC and PPP

• Highlight major ERTC tax law from the CARES Act

• How to properly reporting ERTC for tax purposes, as well as the timing of reporting.