Last Chance for ERC Funding: Navigate Final Deadline and Regulations
The Employee Retention Credit can be a great funding program for qualifying schools, but navigating IRS warnings, deadlines and eligibility requirements can be overwhelming. With the program filing deadline looming in the next few months, the time is now to obtain clarity about whether this program is right for your school. Stay informed with the latest updates on compliance requirements and IRS guidance, learn from national tax firm insights, audit results and IRS notices to navigate the process more effectively and strengthen your school's understanding of the ERC.
Presented by
James McGrath
Founding Director
Intellectual Virtues Academy (IVA High)
James J. McGrath, J.D., M.A., is a charter school leader and financial consultant with a focus on the Employee Retention Credit. He is the Founding Director of IVA High, which equips students to think well: critically, creatively, and with a capacity for self-growth. His education background includes work as a high school teacher, charter school board officer, and college faculty member. He earned his undergraduate degree from U.C. Berkeley, a Master’s in Philosophy of Education at U.C. Irvine, and a J.D. from UCLA School of Law.James J. McGrath, J.D., M.A., is a financial attorney with a focus on the Employee Retention Credit, having helped about 400 schools claim over $200M. Mr. McGrath is also the Founding Director of IVA High, which equips students to think well: critically, creatively, and with a capacity for self-growth. His education background includes work as a high school teacher, charter school board officer, and college faculty member. He earned his undergraduate degree from U.C. Berkeley, a Master’s in Philosophy of Education at U.C. Irvine, and a J.D. from UCLA School of Law.
Michael Williams
Tax Attorney
CFOMW, LLC
Michael Williams is a California-licensed attorney whose practice focuses on tax credits and planning for M&A transactions. After starting his career with Ernst & Young, Michael provided C-Suite leadership to multiple companies before starting his own firm which focuses on helping organizations across the country obtain federal, state and local tax credits. He received his J.D. from the University of Connecticut and an M.B.A. from Bryant University.