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Recorded Video: How Nonprofits Qualify for the Employee Retention Credit and Other COVID-19 Relief Funds

Nearly all nonprofit organizations, along with the communities they serve, were affected as a result of COVID-19. Learn more about the relief available to nonprofits, including the Employee Retention Credit.

In this recorded webinar, Sagemont Tax’s team of knowledgeable CPAs and attorneys to gain insights into everything nonprofits need to know when considering the ERC. Along with qualification requirements and how the PPP loan may affect your organization’s ERC, these industry experts will dig into what nonprofits need to be aware of when looking for an advisor and the role of tax insurance to protect your claim.

Download the slide deck here.

Host:
Adam Fischer, Esq.

Panelists:

Kenny Dettman, CPA
Maxwell Burns, CPA
Victoria Beck, Esq.

Sagemont Tax’s team of CPAs, lawyers, and payroll specialists combine their expertise to provide a uniquely holistic ERC service offering that ensures technical soundness unmatched by traditional income tax CPAs. At Sagemont Tax, we’re committed to excellence, and our brand is quickly being recognized as one of the top professional Employee Retention Credit firms in the United States. To learn more about how we can help you calculate, document, and claim your Employee Retention Credit, contact us here or call 754-202-3055.

For those NPOs who have already received their ERC, read more about how you should account for the ERC here.

Host & Panelists

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Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
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Maxwell Burns, CPA

Managing Director
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Adam Fischer, Esq.

General Counsel
Kenneth Dettman, CPA

Kenneth Dettman, CPA

Chief Executive Officer & Managing Director
Kenneth (“Kenny”) Dettman, CPA, CEO and Managing Director, leads Sagemont Tax with 15 years of high-level tax advisory experience. He is considered a pioneer in the Employee Retention Credit (“ERC”) service industry, having facilitated the first ever “advance funding” with the leading asset-based lender specializing in ERC claims, while also successfully sourcing and underwriting one of the first ERC “tax insurance” policies in...
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Maxwell Burns, CPA

Maxwell Burns, CPA

Managing Director
Managing Director at Sagemont Tax, Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. He leads Sagemont Tax’s team of tax, payroll, and accounting professionals and supervises the entire ERC accounting process from start to finish. Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax, and consulting firm. In this role, he...
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Adam Fischer, Esq.

Adam Fischer, Esq.

General Counsel
As General Counsel for Sagemont Tax, Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the...
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Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Victoria Beck, Esq.

Victoria Beck, Esq.

General Counsel - Regulatory Compliance
Victoria Beck, Esq. is Compliance Counsel at Sagemont Tax. She brings a unique perspective to her work at Sagemont Tax and adds a breadth of experience to our team, helping us take a multidimensional approach when finding the best strategy to help our clients achieve their goals. Her years of experience advocating for clients as a civil litigator helped her develop and fine-tune critical thinking and communication skills. Victoria works closely...
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