Thought Leadership

Sagemont Advisors brings a leadership team of former “Big 4” firms and top consulting professionals that are credentialed and tenured, with decades of experience in both advising taxpayers on complex tax transactions and tax credits, as well as representing clients in front of the IRS.

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Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors

Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors

Are you ready to simplify your WOTC process and unlock tax savings? Join Sagemont Advisors for an exclusive webinar designed…

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Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors

Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors

Maxwell Burns recently led a webinar on the Work Opportunity Tax Credit (WOTC), hosted by Sagemont Advisors. Participants delved into the…

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Is your business missing out on the Work Opportunity Tax Credit?

Is your business missing out on the Work Opportunity Tax Credit?

In the ever-evolving landscape of tax credits and incentives, one program stands out for its dual impact on both businesses…

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The State of the Employee Retention Credit (ERC) Program

The State of the Employee Retention Credit (ERC) Program

What is the status of the legislation that seeks to terminate the ERC? On January 31, 2024, the House of…

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Sagemont and TaxNow Announce Partnership to Provide “Where’s My ERC Refund?” Services

Sagemont and TaxNow Announce Partnership to Provide “Where’s My ERC Refund?” Services

Following the Internal Revenue Service Moratorium announced in September 2023, Employee Retention Credit (ERC) refund processing has appeared to be…

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Protecting Your Organization From An Improper ERC Claim

Protecting Your Organization From An Improper ERC Claim

In today’s climate, the Employee Retention Credit (ERC) has become a subject of persistent scrutiny due to the prevalence of fraudulent claims…

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A Warning Call to Business Owners on the Next Post-ERC Scam: Wellness Plans

A Warning Call to Business Owners on the Next Post-ERC Scam: Wellness Plans

In the wake of what is likely the end of the Employee Retention Credit (ERC) program as we know it,…

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The Sweeping New Corporate Disclosure Law Affecting 30 Million Companies that No One Has Heard Of…

The Sweeping New Corporate Disclosure Law Affecting 30 Million Companies that No One Has Heard Of…

Quietly tucked into an already-forgotten bill passed in 2020 is one the most paradigm-shifting pieces of legislation relevant to both…

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Sagemont Advisors Announces “Second Look” and Audit Defense Services in Response to the ERC Moratorium

Sagemont Advisors Announces “Second Look” and Audit Defense Services in Response to the ERC Moratorium

In today’s climate, the Employee Retention Credit (ERC), a refundable tax credit from the Internal Revenue Service (IRS), stands as…

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The Practical Guide to Navigating an Employee Retention Credit Audit

The Practical Guide to Navigating an Employee Retention Credit Audit

In 2022, the Internal Revenue Service (“IRS”) publicly released a Training Manual intended to serve as reference material for IRS…

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IRS Announces Moratorium on Processing of New Employee Retention Credit Claims

IRS Announces Moratorium on Processing of New Employee Retention Credit Claims

On September 14th the Internal Revenue Service (“IRS”) announced a moratorium on the processing of Employee Retention Credit (“ERC”) claims…

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6 Tips For Building An Adaptable Business Model – Sagemont CEO Published by Forbes

6 Tips For Building An Adaptable Business Model – Sagemont CEO Published by Forbes

In launching Sagemont Advisors, CEO Kenneth (“Kenny”) Dettman knew he had to plan ahead to pivot and expand service offerings…

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Received your ERC funds? Here’s what to do next.

Received your ERC funds? Here’s what to do next.

1. Will claiming the Employee Retention Credit create taxable income (or reduce a loss)?  Yes. IRS Notice 2021-20 provides that…

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How Should Nonprofit Entities Account for the Employee Retention Credit (ERC)?

How Should Nonprofit Entities Account for the Employee Retention Credit (ERC)?

Key Takeaways: A nonprofit organization (“NPO”) may recognize Employee Retention Credit (ERC) in the year the NPO claims the ERC,…

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