Specialty Tax Webinar Series
Challenging Items to Deal with This Tax Season
Date: Wednesday, February 22nd, 2023
Time: 2:00 PM – 3:00 PM (EST)
Cost: Free
Field of Study: Tax
Prerequisites: None
Who Should Attend:Public Accounting Tax Partners, Sr. Tax Managers, Tax Managers; CFOs, CEOs, and small business owners in manufacturing, technology, software development, fintech
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet
Additional Information: Participants will earn 1.0 CPE credit
Cancellations: For more information regarding refund, complaint, and program cancellation policies, please contact our offices at 800-624-1076.
Featured Speakers:
Randy Crabtree, CPA
Partner, Co-Founder of Tri-Merit
Randy’s Bio

Randy Crabtree
About the Webinar
This current tax season was supposed to get us back to normality. Unfortunately, Congress’s lack of action on eliminating the R&D expense capitalization requirements and the prevalence of inaccurate ERC claims make this tax season more complicated than anticipated. We will help you navigate these challenges and bring some “normalcy” back to tax season.
Learning Objectives
- Identifying clients that are affected by the new 174 capitalization rules
- Learn how to segregate 174 expenses
- Get an understanding of your client’s ERC claim is accurate
- Learn how to handle the income tax effects of ERC claims
Don’t miss this opportunity!

Tri-Merit, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. It is up to you to check with your state board/organization to determine if credit applies toward your continuing education requirements. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.