fbpx

< Back to Thought Leadership

On-Demand Webinar: Understanding the Employee Retention Credit (ERC): What You Need To Know

You’re Invited!

On Wednesday, March 3, 2021, Blue & Co. hosted a webinar entitled Understanding the Employee Retention Credit (ERC): What You Need To Know. In this session, you will learn more about the expansion of the Employee Retention Credit (ERC).

The panelists discuss:

  • Explanation of the credit and amounts
  • Who is eligible to take the credit
  • Further explanation of “suspension of operations” and “significant decline in gross receipts”
  • Qualified wages and wages paid to related individuals
  • The ERC’s interaction with other credits and relief such as Paycheck Protection Program (PPP) Loans, Families First Coronavirus Response Act, and Work Opportunity Tax Credit
  • Tax reporting and advanced considerations

Download the Resources Below

Speakers:

  • Sara Jacobi, CPA
    Director and Executive Committee Member at Blue & Co., LLC
    Sara Jacobi has more than 22 years of experience in public accounting, specializing in tax and accounting for closely held businesses and their owners. She focuses her time on helping clients with their accounting and tax planning needs. Sara also assists clients with succession and estate planning.
  • Aimee Reavling, CPA
    Director at Blue & Co., LLC
    Aimee Reavling is a Director in Blue’s Carmel, Indiana office with the Commercial Tax practice, specializing in tax compliance, planning, and consulting services for closely-held businesses and individuals. Aimee serves clients in a variety of industries, including manufacturing, distribution, construction, and service.
  • James Wooten, CPA
    Manager at Blue & Co., LLC
    James Wooten moved to Kentucky in August 2008, and started work with Potter & Company, LLP in October of the same year. With the merger of Potter & Company with Blue & Co., LLC in 2010, James became a Senior Accountant in the Lexington, KY office. He is currently a Manager in the Tax department.

Blue & Co., LLC Names Sara Jacobi Firm Director of Taxation

CARMEL, Ind. (February 5, 2025) – – Blue & Co., LLC is proud to announce that Sara Jacobi has been named the firm’s Director of Taxation. “We are thrilled to […]

Learn More

What Indiana Nonprofit Hospitals Need to Know: Executive Order 25-22 and House Bill 1004

On January 21, 2025, Indiana Governor Mike Braun signed Executive Order 25-22, addressing the provision of charity care by nonprofit hospitals in the state. The order acknowledges that Indiana does […]

Learn More
team working on policies

New Year, New Me: “Exercises” to Strengthen your Organization in 2025

By Andrew Brock, CPA, Senior Manager at Blue & Co. As the new year begins, it is often a time for setting personal and professional goals. The colloquial saying behind […]

Learn More