North Fulton Business Radio, Episode 609)
On this episode of North Fulton Business Radio, Jesse Morton, Managing Director & Atlanta Office Leader of Stout, joined host John Ray to discuss the Employee Retention Tax Credit. Jesse shared what small business should consider when exploring the Employee Retention Tax Credit, misinformation related to the ERC, what a proper claim for ERC contains, and much more.
North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.
Stout is a global investment bank and advisory firm specializing in corporate finance, transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.
Jesse Morton is a Managing Director and Stout’s Atlanta & Miami Offices Leader. He has professional experience as a consultant, lawyer, accountant, investigator, and auditor since 2002.
Jesse specializes in working with businesses of all types and sizes on government program-related economic assistance including the CARES Act and other pandemic-related relief including, but not limited to, the Paycheck Protection Program (PPP) and Employee Retention Tax Credits (ERCs).
Specifically, he works directly with businesses and their advisors (i.e., CPAs, attorneys, bankers, etc.) with compliance and fraud prevention, detection, response, and remediation related services, including litigation support and expert witness services.
- What is the Employee Retention Tax Credit, and why is it something that small businesses should learn more about and explore?
- What should small businesses consider when exploring the Employee Retention Tax Credit?
- Can you explain some of the ERC related misinformation that’s out there, and how it relates to the recent IRS news release?
- What does a proper claim for ERCs consider and contain?
- What are some red flags of an improper ERC claim?
- What can companies that have already claimed the credit do if they’re concerned about filing an improper claim?
- Is there anything else that you want to mention related to ERCs that small businesses should consider?
North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
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