Meeting will be face-to-face at a new location. Our hosts, USI, have also kindly offered to provide light refreshments.

Topic : While the Employee Retention Credit (ERC) program has been around for over two years, this presentation will highlight the legislative changes and explore the ability of many businesses to qualify for this fully refundable, payroll tax credit.” 

Speaker: Mark Echols leads CTI’s Strategic Partnerships and Business Development departments and is involved in all aspects of providing tax credits and incentives services to his clients.

Mark has over 25 years of Big Four accounting firm and tax consulting experience and specializes in federal and state R&D tax credit solutions. Prior to joining CTI in 2013, Mark served as Tax Director in PricewaterhouseCoopers, LLP’s (PwC) Southern California R&D practice. He provides R&D services to Fortune 500 corporations and large public companies, as well as medium-sized private companies. Mark has been successful in defending numerous federal (IRS) and state taxing authority audits, saving clients over $200 million dollars.
 

Agenda

6.00pm-6.45pm Informal networking

6.45pm-7.00pm Introductions

7.00pm-7.50pm Presentation

7.50pm-8.00pm Wrap up