Facts and Misconceptions of the
Employee Retention Credit for Healthcare Organizations
Healthcare providers experienced some of the hardest impacts during the COVID-19 pandemic, but many of these providers have yet to realize the full potential of the Employee Retention Credit (ERC), a refundable payroll tax credit from the IRS.
With experience advising the country’s top accounting and law firms, EZ-ERC’s experts Maxwell Burns, CPA and Adam Fischer, Esq., will guide you through the timeline, how to select the right advisor, and the benefits of seeking a second opinion.
Discover the truth behind common misconceptions and gain a comprehensive understanding of how your medical practice may qualify before the program ends in 2025.
About EZ-ERC
The leadership team at EZ-ERC combines decades of first-in-class tax advisory experience, gained at highly reputable firms such as Deloitte, KPMG, RSM, and Alvarez & Marsal, with legal support from some of the largest, most sophisticated law firms in the world to deliver comprehensive and thoughtful ERC advisory services that are unparalleled in the ERC services industry.
Featured Speakers
Maxwell Burns, CPA
Managing Director at EZ-ERC
Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. He leads EZ-ERC’s team of tax, payroll, and accounting professionals and supervises the entire ERC accounting process from start to finish.
Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax, and consulting firm. In this role, he focused on Cross-Border Mergers & Acquisitions, Tax Advisory, and Structuring for private equity clients and strategic corporate investors.
Maxwell comes from a family of accountants and is the oldest of four accountant brothers. He received a Bachelor’s degree in accounting from the University of Florida in 2010 and received a Master’s degree in Accounting (Taxation) from Florida State University in 2012. He is a licensed CPA in the State of New York.
Adam Fischer, Esq.
General Counsel at EZ-ERC
Adam Fischer advises the company on a variety of legal matters ranging from corporate governance, compliance, and risk management as well as contract negotiation. He also works directly with clients in evaluating their potential eligibility for the ERC program by virtue of the full or partial suspension of operations analysis. This involves working closely with management and operations teams to analyze the effect that COVID-19 executive orders had on the business and quantifying the related impact.
Adam was previously the general counsel for Tricera Capital, a private equity firm in Miami. Prior to holding that position, he worked at McDermott Will & Emery and Greenberg Traurig. In these roles, he focused on advising private equity funds in connection with mergers and acquisitions and real estate developers in connection with their acquisitions, dispositions, and leasing activities.
Adam earned his law degree from the University of Miami in 2014 and his Master’s in International Business and a Bachelor’s in Finance from the University of Florida in 2009.
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Continuing Education Units
Earn up to 1.0 continuing education unit hours for each hour of education from the ACMPE, American College of Medical Practice Executives. Our events are eligible for continuing education units as awarded by other professional associations. We recommend that you contact your professional association for their approval process.
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