Episode Overview

This webinar session discussed a complimentary service called Tax Now, aimed at aiding clients with Employee Retention Credit (ERC) filings. The speakers detailed the steps for signing up, emphasizing its real-time alert feature to prepare for potential audits. Attendees are urged to encourage clients to register, highlighting the IRS's increased scrutiny on ERC claims.

Amidst discussion of a leads challenge, questions arise regarding PEO fund disbursement and ERC clients awaiting approval. Plans to remind clients to amend tax returns and support for affiliates are underscored. Despite minor technical glitches, the session concludes with gratitude for participation and an invitation to future webinars, fostering engagement and support within the community.

BSGI

Business Services & Growth Incubation

FTPS

Financial Technology & Payment Solutions

CMIB

Capital Market & Investment Banking

TC

Tax Advisory and Tax Credits

Employer of Record (EOR)

Structuring, Incorporation & Accounting Advisory

Process Efficiency, Compliance, Tax Planning & Filing

Information Technology Services

Digital

Learn more about BSGI services

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Merchant Accounts Across the Globe

Tailored Payment Solutions & Verification Services

Customized Payment Risk Management & Analytics

Proprietary Fintech Platform

Learn more about FTPS services

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Capital Raising to Promote Growth

Financial Advisory and Transaction Integration

Sell-Side M&A

Buy-Side M&A

Decision Science and Risk Assurance

Learn more about CMIB services

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Employee Retention Credit (ERC)

Research & Development Tax Credit

Tariff Refund Program (TRP)

Learn more about TC services

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Resources

Occams Advisory Offers Crucial Insights for ERC Filing Amid IRS Scrutiny

Episode Overview

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