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Navigating IRS Examination of Employee Retention Credit Claims: Key Issues and Pitfalls to Avoid for Tax Counsel

A live 90-minute premium CLE/CPE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Tuesday, May 21, 2024

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, April 26, 2024

or call 1-800-926-7926

This CLE/CPE webinar will provide tax professionals guidance on handling IRS' ongoing examinations of employee retention credits (ERCs) claimed by businesses. The panelist will discuss how to claim the credit, address recent IRS initiatives and key areas of focus, and provide business owners and tax counsel tactics for managing IRS examination of ERC claims.


The IRS will be examining a substantial number of ERC claims. Counsel must be prepared to assist clients who have claimed the ERC credits and prepare for potential audits. The IRS will also be targeting various ERC promoters.

The ERC was implemented to help employers retain and pay employees during the COVID pandemic. However, these credits provided substantial amounts of money to businesses per employee and have been an area of focus for the unwary. There is no doubt that even those businesses with legitimate ERC claims must be prepared for a potential IRS examination.

Tax practitioners working with businesses that have taken advantage of the ERC need to prepare for IRS scrutiny. Also, ERC companies that promoted these transactions will be under investigation.

Listen as Cheryl Frank discusses eligibility determination for the ERC, addresses risks associated with credit mills, and offers practical tips for handling an ERC examination.



  1. Overview of ERC
  2. IRS audits and enforcement actions related to ERC
  3. Practical tips to prepare clients for an ERC audit
  4. Practical tips during an ERC audit


Cheryl Frank will cover these and other critical issues:

  • Tools for handling an ERC examination
  • Preparing clients for ERC audits
  • Separating legitimate and illegitimate ERC claims
  • IRS key areas of focus in examining ERC claims


Frank, Cheryl
Cheryl R. Frank

Brager Tax Law Group

Ms. Frank is a former Senior Tax Attorney in the Tax Litigation Division of the IRS Office of Chief Counsel in...  |  Read More

Attend on May 21

Early Discount (through 04/26/24)

See NASBA details.

Cannot Attend May 21?

Early Discount (through 04/26/24)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video