Simplifying Employment Retention Tax Credit Benefits for SMB Owners

• Workshop Room 1

ERC is a stimulus program designed to help those businesses that were able to retain their employees during the Covid-19 pandemic.

Key Highlights:
- Applied for PPP? Don’t worry you can still qualify
- You can qualify even if the revenue did not decline
- Over 16 Million businesses qualify
- A firm of 20 Employees can possibly claim $500,000
- In 2021, 56% of firms showed a decrease in demand
- 1200MM+ ERC’s claimed for small-businesses
- The credit can be claimed retroactively starting 2020
- The ERC filing window closes in April 15, 2025

Presented by:

Josh Westfall Chief Revenue Officer, Occams Advisory Inc.

Josh has a decade of experience in client facing roles, with a specialty in financial services and tax advisory. As a VP of Tax Advisory at Occams, he heads our R&D tax credit practice helping clients save thousands on their tax liabilities. Josh graduated from Ohio State, and still lives near Columbus, OH on a small horse farm. When not tending to the farm, he enjoys golfing and all things Ohio State football and Cleveland sports.
Josh has a decade of experience in client facing roles, with a specialty in financial services and tax advisory. As a VP of Tax Advisory at Occams, he heads our R&D tax credit practice helping clients save thousands on their tax liabilities. Josh graduated from Ohio State, and still lives near Columbus, OH on a small horse farm. When not tending to the farm, he enjoys golfing and all things Ohio State football and Cleveland sports.

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