With Nick Pantaleo and Dan Chodan

On Episode 142 of The Unique CPA, we take a look back at Tri-Merit’s Live Chat featuring Randy Crabtree, Nick Pantaleo, and Dan Chodan discussing the changes in the Employer Retention Credit (ERC), the impact of the moratorium, and the benefits of the amnesty and voluntary disclosure programs for the coming year. They delve into the Tax Relief for American Families and Workers Act of 2024, risks of litigation, and the importance of detailed filing. They conclude with an analysis of the new bill’s expanded aspects and the need for voluntary disclosure.

Important Links

Tri-Merit Specialty Tax

Trout CPA

Randy Crabtree on LinkedIn

Nick Pantaleo on LinkedIn

Dan Chodan on LinkedIn

About the Guest

Dan Chodan is a partner at Trout CPA in Pennsylvania, having joined the firm in 2013. He currently serves on the firm’s Auto Dealerships and Manufacturing Practice Groups, but is likely better known for his high level of expertise on the Paycheck Protection Program and Employee Retention Credits that were introduced as part of Covid relief legislation in 2020 and 2021.

Dan handles all aspects of tax planning and preparation services, including monthly close consulting, year-end planning, and financial statement and tax return preparation.

He graduated magna cum laude from Maranatha Baptist University with a Bachelor of Science degree in Accounting. In his free time, Dan enjoys traveling and attending community events with his wife and two children.

 

Nick Pantaleo started his specialty tax services career in 2012 when he began working for Tri-Merit in a bookkeeping role. This grassroots experience prepared him for his future growth within the company, and Nick now oversees all financial and human resource operations for Tri-Merit. He has dual bachelor’s degrees in business & economics and exercise science from North Park University. 

Nick earned his CPA certification in 2018. He and his wife Kendra are enjoying being new parents to their daughter Raegan. In their free time they love watching sports, going on bike rides and volunteering at a local dog shelter. Fun Fact: Nick was introduced to Tri-Merit co-founder, Randy Crabtree, when he was working at a local gym as the personal trainer to Randy’s son.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.