Strategies to Maximize Employee Retention Credit and Paycheck Protection Program (PPP) Forgiveness. This presentation and these materials are designed to provide information in regard to the subject matter covered. This presentation and these materials are provided solely as a teaching tool, with the understanding that Stephen Moskowitz, Moskowitz LLP, and the instructor are not engaged in rendering legal, accounting, or other professional service and that they are not offering such advice in this presentation and these accompanying materials.

1. The Employee
Retention Credit

2. What is the
Employee
Retention
Credit
(ERC)?
The Employee Retention Credit
tax credits up to $33,000
per employee.
no restriction
is a tax credit for eligible employers
offering
This money is not a
loan and there is on
how you use it.

3. Eligibility
Those that carry on a trade
or business during calendar
year 2020 and 2021 that either:
Fully or partially suspended operations
during 2020 or 2021 due to orders from
a governmental authority limiting
commerce, social, religion, and more
due to COVID-19; or
Experienced a significant decline in gross
receipts from 2020 through September 2021.

4. 1.
2.
3.
•
•
They think it’s too good to be true
A lot of payroll tax professionals and companies
won’t do the review
They believe they don’t qualify because they
only consulted:
Dr. Google
Their Accountant/payroll professional
Why are many businesses not taking
advantage of the ERC?
Some dreams can come true.

5. 1.
2.
3.
Feasibility Analysis
Secure Data Collection
Claim the Credit
We make it easy to take
advantage of the ERC.

6. You need more than just a calculator!
The lawyers at Moskowitz LLP offer a breadth of expertise
not found in your typical CPA firm. We’re constantly assessing
the changing landscape of laws governing the use of
ERC credits. Our ability to provide legal analysis ensures that
your business can optimize it’s use of the ERC.
We’ll give you an in-depth analysis, based on the impact of the
pandemic, on your industry. You’ll receive a streamlined feasibility
study from the team at Moskowitz LLP to determine your
business’ eligibility. We even find additional qualifying wages that
may not have been tracked in payroll or timekeeping systems.
Feasibility Analysis

7. Secure Data Collection
Digital security for seamless sharing
Data security is critical to the success of your ERC claim.
We provide a secure and transparent document management
workflow. Your tax and employee data remains secure.
Our clients have access to our site’s custom ‘Client Portal’.

8. Claim the Credit
Moskowitz makes it easy!
Moskowitz LLP’s fully equipped team will take you across the
finish line to help claim your credit from the IRS.
We take care of all paperwork and IRS filings, so that clerical
errors don’t keep you from your due.
And once all paperwork is filed, you simply await your credit
from the IRS.

9. The benefits of the ERC, demand that it be placed within
the larger context of your business’ tax planning,
forecasting, and workforce considerations. Our approach
allows senior members of our firm to prioritize actions
on your behalf, based on tax planning opportunities
and workforce-related savings options.
Looking Ahead to 2022

10. If you think the
ever-evolving
landscape of
changes to the ERC
program is difficult
to keep track of,
you're not alone.
So does the IRS.

11. 1700 Broadway | 4th Floor | Oakland, CA 94612
ph: (Toll Free ) 888.829.332 fax: 415.398.6501 web: moskowitzllp.com
Contact the legal
team at Moskowitz LLP
for insight into this fast
changing program!

12. 1700 Broadway | 4th Floor | Oakland, CA 94612
ph: (Toll Free ) 888.829.332 fax: 415.398.6501 web: moskowitzllp.com
DISCLAIMER
This presentation and these materials are designed to provide information in regard to the subject matter covered. This presentation and these
materials are provided solely as a teaching tool, with the understanding that Stephen Moskowitz, Moskowitz LLP, and the instructor are not
engaged in rendering legal, accounting, or other professional service and that they are not offering such advice in this presentation and these
accompanying materials. If legal advice or other professional assistance is required, the service of a competent professional person should be
sought. Attendance at this seminar or use of these materials does not establish an attorney-client relationship with Stephen Moskowitz and/or
Moskowitz LLP. Further, and information or discussions provided to the Moskowitz, LLP before establishing an attorney-client relationship, as
evidenced by a signed engagement letter agreement can and will be used for the benefit of the firm’s existing clients; according, until
Moskowitz LLP has formally established an attorney- client relationship, do not send or disclose any confidential information you would expect
to be maintained in confidence. The results of the cases portrayed in this advertisement/seminar were dependent on the facts of those cases,
and the results of those cases will differ if based on different facts. As such, depending on the facts and circumstances of your case, your
results may vary. No guarantees, predictions, or actions should be inferred from these actual cases. In addition, no representations are made
that these actual cases are typical. Consequently, Moskowitz, LLP is not responsible for any damages which may arise from the misuse of the
information stated at this seminar or in materials distributed at this seminar.
IN ACCORDANCE WITH TREASURY REGULATIONS CIRCULAR 230, WE INFORM YOU THAT ANY TAX ADVICE CONTAINED IN THIS
COMMUNICATION WAS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, FOR THE PURPOSE OF (I) AVOIDING TAX-
RELATED PENALTIES UNDER THE INTERNAL REVENUE CODE OR (II) PROMOTING, MARKETING, OR RECOMMENDING TO ANOTHER
PARTY ANY TAX-RELATED MATTER ADDRESSED HEREIN.