ERC Audit Updates: Learn the Latest from IRS Audits
Understanding changing review periods and knowing what to expect from a possible audit of your claim is difficult to grasp without a licensed tax credit professional. Learn the latest from a tax attorney and charter school leaders about recent IRS audits, timeframes, and notices. This breakout will strengthen your understanding of whether or when you can expect your claim to be audited, the relative merits and possible pitfalls of your claim, and what to do should your claim be denied or audited.
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.