The Employee Retention Tax Credit (ERTC) was created by Congress to provide financial relief to businesses that kept people employed through COVID. But the program has been rife with fraud and ineptitude. Add value to your client relationships and learn how to protect them if they over filed, under filed or failed to file.
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Marc Sheridan founded Sheridan Wealth Advisors in 2003 and in that time has created over $200,000,000 in additional wealth for his life insurance clients through increased benefits and premium savings. He pioneered the US-trademarked Forensic Reviews of Life Insurance® process, an in-depth examination of existing policies which now extends to 8 related areas of insurance and annuities.
Beyond that, Marc has helped hundreds of families realize qualitative, quality-of-life-changing benefits they were previously unaware of, such as adding fixed-rate long-term care or preventing policies from premature lapses and soaring premiums.
He is known for his ability to explain the complicated intricacies of life insurance and annuities in straightforward, easy-to-understand language to help clients tailor which instruments and strategies are best for them based on today’s market realities.
He has been an active leader in the Bal Harbour, Florida community for 40 years. In addition to the Forensic Review series, he has authored several white papers on life insurance and annuities, copywritten strategies on charitable giving, and routinely advises estate tax planners and wealth managers nationwide.
Gabe brings a technical background in financial products, insurance, real estate and advanced tax planning to the firm where he serves as a holistic advisor clients. Before working at Tavola Group, Gabe was an international tax manager at PricewaterhouseCoopers specializing in international business structuring and foreign currency exposures. Gabe received his juris doctor and masters in tax law from Loyola University Chicago School of Law in 2014 and is also a certified public accountant, licensed insurance agent, realtor and financial advisor. Gabe has served many roles for small and middle market business owners over the years including risk manager, CFO, legal counsel accountant insurance agent and more.
Based in California, Mark is an attorney who has specialized in representing people injured at work for over twenty-five years. A Certified Specialist, Mark has served as a Judge Pro Tem for over fifteen years and repeatedly testified before the California Legislature. He has been a featured speaker at statewide conferences and was chosen by Gavin Newsom’s team to lead the committee advising then candidate-Newsom on California’s workers’ compensation system. Mark is married and has two children. In addition to his work as an attorney, Mark is a critically acclaimed composer and guitarist who has released several albums and YouTube videos.
Peter Itzler is a graduate of Bucknell University and the University of Miami School of Law where he was elected to the Honor Council. He has been a trial lawyer in Florida for 39 years and joined Sheridan Wealth Advisors after SWA successfully took his law firm through the Employee Retention Tax Credit filing process.
Peter served for 25 years as a board member and executive board member of the Soref JCC and was a licensed foster parent through JAFCO. He is the father of three girls and is an avid cyclist, hiker, downhill and cross-country skier. As a Director at SWA, Peter has a special interest in working with law firms, summer camps, colleges and hospitals.
