During the first half of this informative session, Rebecca Sheppard and Peter Haukebo, attorneys from Frost Law will cover the following on the Employee Retention Credit:

* ERC Background
* ERC Legislation
* ERC Guidance
* Payroll Tax Basics
* an in depth look at “what is the ERC?”
* and much more…

The 2nd half of the program will be led by Sean Hatley with Bowman Jarashow Law.   They say “an ounce of prevention is worth a pound of cure.” As professional advisors, it is not only our job to react to our clients’ needs, but it is also our job to be proactive in addressing issues before they become problems. During this presentation, we will discuss how to identify potential issues and liabilities, and how to address them with your clients. We will discuss various topics from titling of real property, succession planning, buy-sell agreements, holding companies, dealing with trustees and personal representatives, and more. This is a great opportunity to gain the knowledge to add value to your clients!