Session Presenters
Carson Lappetito
President
Sunwest Bank
Howard Makler
Founder & CEO
Innovation Refunds
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About the presenter
Presented by
Carson Lappetito
President
Sunwest Bank
Carson Lappetito is president of Sunwest Bank, an entrepreneurial business bank headquartered in Sandy, UT with operations across the US. Mr. Lappetito serves as president and director of its parent company, H Bancorp.
Prior to the formation of H Bancorp, Mr. Lappetito served as vice president of Hovde Private Equity Advisors where he was responsible for analyzing and valuing investment opportunities as well as assisting portfolio companies with M&A, operational strategy, investment management and ALCO.
Mr. Lappetito is a co-founder and general partner of BankTech Ventures. He is an active investor in multiple companies at various stages of their growth.
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About the presenter
Presented by
Howard Makler
Founder & CEO
Innovation Refunds
Howard Makler is the founder and CEO of Innovation Refunds, a fintech company that’s put more than $1.2 billion into the hands of thousands of American businesses. Mr. Makler is a recognized expert and in-demand speaker, having appeared on CNN, Fox News, China Times, ABC and The Wall Street Journal.
Mr. Makler taught for over a decade as professor at the Wharton School of the University of Pennsylvania, University of Shopping Centers and was a guest speaker at Peking and Tsinghua Universities in China. He served on the board of directors for The Skyhook Foundation, a charity founded by Kareem Abdul-Jabbar, vice chairperson for Athletes & Entertainers for Kids and helped create Shaqtacular for Shaq (Shaquille O’Neal).
Breakout VII: The Employee Retention Credit
The ERC is an overlooked payroll tax rebate born out of the CARES Act to help small and mid-sized businesses through the Covid pandemic. These businesses are eligible to receive up to $26,000 per W2 employee as a payroll tax refund. Rules have changed recently, now allowing businesses who received PPP to also claim and qualify for the ERC. Attend this session to learn more!
Session Resources
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The Employee Retention Credit
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Helping Commercial Clients Access New Tax Credit
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5 Ways to Keep and Attract Commercial Clients