Content Provider
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpece webinars
Employee Retention Credit (ERC): Qualifying, Clarifying & Claiming


Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 28, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Established under the CARES Act, the Employee Retention Credit (ERC), was designed to reward employers for keeping their employees employed during the height of the COVID-19 pandemic. This session will go through the main paths to successfully claiming the ERC including the decline in gross receipts path, the government shutdown path, and the recovery startup path.

We will uncover how the determine if your client’s businesses qualify for the credit, highlight the credit’s interaction with other COVID-19 programs like the PPP Loan Forgiveness plan, and review some of the more nuanced but very important rules such as aggregation, related individual, large employer, and R&D.   
Learning Objectives:

  • Recognize the basic rules of the Employee Retention Credit

  • Describe the often confusing but rewarding government shutdown path of the ERC

  • Identify and answer questions associated with qualifying the ERC for both large and small employers

  • List the facts about the businesses that we have had the most success with in claiming the ERC

Not logged

Maggie Crowley

Senior R&D Tax Credit Consultant


Maggie brings 10 years of experience in creating successful strategic partnerships. With a degree in business administration and the natural ability to connect she is responsible for creating mutually beneficial alliances for the R&D Tax Credit. Her expertise is varied amongst the construction, technology, dental, engineering, and software industry.


Karl Sussan

Tax Attorney and Tax Credit Expert
(617) 765-0676


Karl is a Tax Attorney and Tax Credit Expert based out of San Francisco.  He specializes in helping companies with their ERTC claims, R&D tax credit calculations, and assisting on audit defense of clients. He brings his extensive tax expertise with a Master of Law degree in International Tax Law from Northwestern University Pritzker School of Law. Before joining Leyton, Karl worked as a Tax Attorney at a Big 4 accounting firm where he specialized in designing Tax Engines, working with Multi-National Fortune 100 clients on restructuring work, assisting on Tax-Free Reorganizations, and helping Fortune 100 clients claim the R&D tax credit. Since joining Leyton, Karl has led his colleagues not only in the US, but also globally through trainings, designing Leyton’s own ERC Tax Engine, and providing clients with post-Submission support to ensure they get their claims filed correctly

About Our Presenter

As a business, we want to help unleash our client's potential and be a strategic partner in their evolution and growth. We help find openings in processes and ways of working that others can’t see, then unlock these opportunities to create value efficiency.

Our dedicated industry teams are comprised of highly experienced scientists, engineers, tax accountants, and attorneys, all of whom are motivated to help your business robustly claim and realize the R&D credit to incentivize further innovation investment.