ERC Endgame: Appeals, Refund Litigation, and What's Next

Employee Retention Credit claims sit at different points in the IRS process. Some remain in compliance review, others have reached examination, Appeals, mediation, or refund litigation, and the backlog clears at a different pace at each stage. In this one-hour webinar hosted by ALFi, Rebecca Sheppard, Esq. and Peter Haukebo, Esq. of Frost Law explain where claims stand today and which parts of the pipeline are moving.

The presenters work through the issues that surface at each stage of Appeals, then give a refund-litigation update centered on the timing question practitioners ask most: when filing suit makes sense. The final segment addresses Post-Appeals Mediation, including the records to assemble before requesting it and how to frame the submission.

What you will learn

• How to place an ERC claim within the current IRS pipeline
• What Appeals requires at each stage and how to prepare for it
• When refund litigation is worth filing
• How to prepare a Post-Appeals Mediation request built to succeed

Who should attend: Tax professionals advising clients with pending ERC claims.