Live with the CPA: Claiming the Employee Retention Credit
and Tips for Tax Season

Wednesday, March 2, 2022, 12:00pm EST

Please join special guest Kristi Stone, CPA, Stone & Company CPAs, Inc., for an informative webinar that will provide answers to the most frequently asked questions about the Employee Retention Tax Credit (ERC or ERTC) and updates for tax season. As a reminder, the ERC can still be claimed retroactively and can provide significant refundable payroll tax credits, up to $26,000 per employee, to eligible employers for both the 2020 and 2021 tax years. 

This webinar will discuss:

  • ERC basics – who qualifies and how to claim for 2020 and 2021 with Form 941x.
  • What’s new for small business taxes.
  • Top tips for simplifying your tax season.
  • Time for Kristi to answer your tax questions live!

Can’t make this Webinar? Don’t worry! Register Now and we’ll email you an on-demand version!



Kristi Stone
Certified Public Accountant

Kristi Stone is a CPA with a Masters in Accounting. She started her career at KPMG and has since worked for the Coca-Cola Company and as the US Controller for Tate & Lyle (a UK-based food ingredient company). Kristi started her own accounting practice in 2020, and has largely been focused on helping clients navigate the end-to-end ERTC process. Her ERTC work includes, but isn’t limited to: (1) ERTC assessments, including review of partial shut-down guidance, to determine whether/which quarters your business qualifies for ERTC; (2) ERTC calculations – how much does your business qualify for?; (3) optimization of ERTC and PPP – assistance with determining how to apply payroll funds to ensure maximization of and compliance with both programs; and (4) how to complete the Form 941X/941.

Elizabeth Milito
Senior Executive Counsel, Legal Foundation, NFIB

Beth Milito is responsible for managing litigation and amicus work for NFIB. She has testified before Congress, federal agencies, and state legislatures on the small business impact of labor and employment issues. Ms. Milito assists businesses facing employment discrimination charges, wage and hour claims, wrongful termination lawsuits, and in most other areas of human resources law. She is a frequent media spokesperson on employment and labor matters.

Holly Wade
Executive Director, NFIB Research Center

Holly Wade is the executive director of research and policy analysis for NFIB, where she conducts original research and studies public policy effects on small businesses. She produces NFIB’s monthly Small Business Economic Trends survey and surveys on topics related to small business operations. Holly is also a member of the Board of Directors of the National Association for Business Economics (NABE). She has undergraduate degrees in Political Science and Sociology from the University of Washington, and a Masters of Public Policy from the University of Denver.


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