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.

Physician Fee Schedule: 2023 CMS Final Ruling

The Centers for Medicare & Medicaid Services (CMS) operates within a budget neutral approach. This occurs at the same time the healthcare community continues to try and find balance between reducing administrative burdens, accurately recognizing and recording services provided, and upholding the highest quality care possible. Over the last three years, there have been significant […]

Learn More
Blue & Co., LLC acquires Alerding CPA Group

Blue & Co., LLC acquires Alerding CPA Group

Carmel, Ind. (November 23, 2022) – The accounting and consulting firms of Alerding CPA Group (Indianapolis, Ind.) and Blue & Co., LLC (Carmel, Ind.) have announced their merger. The combined firm will operate as Blue & Co., LLC (Blue & Co.), effective December 1, 2022. This acquisition will provide Blue & Co. with greater market […]

Learn More

Not-for-Profit Single Audit Requirements – Evaluation of Revenue Sources

By: Holly Fields, CPA, Senior Manager Not-for-profit organizations (NFPs) that receive federal financial assistance over certain levels, either directly from a federal agency or indirectly through state or local agencies, may be required to have a single audit performed under Federal Uniform Guidance. Single Audit Requirements A single audit includes not only an audit of […]

Learn More