Webinar: Industry Insights on ERC Tax Insurance and IRS Substantiation Requirements

March 7, 2023  |  2 min read

Join EZ-ERC’s Managing Directors, along with top tax, legal, and insurance professionals from DLA Piper and Willis Towers Watson (WTW), to gain access to exclusive Employer Retention Credit (ERC) insights. This webinar will discuss one of the best-kept secrets used by sophisticated tax professionals: ERC tax insurance.

Relevant for a wide variety of tax, legal, payroll, and finance professionals, this session will provide an overview of the role of tax insurance in mitigating the risks associated with filing and claiming the ERC, as well as explain how a tax insurance policy differs from a typical ERC providers’ E&O policy. The panel of experienced “Big Four” CPAs and “Big Law” attorneys will also provide an overview of ERC substantiation requirements necessary to meet the IRS Notice
guidelines and successfully pass tax insurance underwriting procedures.

The session will conclude with a 15-minute Q&A, where panelists will answer your remaining questions and expand on various topics of concern.

Date: Thursday, April 20th, 2023
Time: 1:00 – 2:00 pm ET

Register here


Kenneth Dettman, CPA
Founding CEO and Managing Director, EZ-ERC

Maxwell Burns, CPA
Managing Director, EZ-ERC

Jeffrey Budzik
Managing Director, EZ-ERC

Kyle Morabito
Chief Legal Officer and Managing Director, EZ-ERC

Melissa Gierach
Managing Director, DLA Piper

Evan M. Migdail
Partner, DLA Piper

Andrew Rubin
Director, Tax Insurance Practice, Willis Towers Watson (WTW)


Adam Fischer
General Counsel, EZ-ERC

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About Casey Finigan Dettman

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