Search

Recorded Video: Navigating the Employee Retention Credit and Second Look Opportunities for the Hospitality Industry

 

Navigating the Employee Retention Credit and Second Look Opportunities for the Hospitality Industry

Learn from Sagemont Tax’s team of CPAs and tax attorneys about substantiation requirements for the Employee Retention Credit (ERC) and how you can make the most of your tax credits, even if you’ve already filed.

Our team of ERC experts will walk you through the most common ERC misconceptions. With the ERC program sunsetting in 2024 and ending in 2025, explore the steps you need to take to make sure you are not missing out on eligible quarters and leaving money on the table.

Host: Adam Fischer, Esq.

Download the slide deck here.

Panelists:
Kyle Morabito, Esq.
JJ Budzik, JD
Victoria Beck

Interested in becoming a Referral Partner? Learn more here.

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.

Host & Panelists

Photo

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
Photo

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...
Learn More
Close
Kyle Morabito, Esq.

Kyle Morabito, Esq.

Chief Legal Officer & Managing Director
As Chief Legal Officer and Managing Director, Kyle Morabito, Esq. manages Sagemont Tax’s internal legal team and partnerships with professional advisors and law firms. He is a corporate M&A and private equity attorney with international law and Wall Street experience. Previously, Kyle worked with a team of attorneys and professionals who were integral in drafting the first ERC in U.S. history for Hurricane Katrina and the COVID-19...
Learn More
Close

Our Sagemont Tax experts are proud members of...

Forbes
CalCPA
ACFE
Ima