The ERC tax credit is a limited-time opportunity where business owners can receive a free payout from the government. This free money from uncle sam is based on a number of variables such as your payroll, number of employees, PPP funds, and any hardships experienced during the pandemic. Although not all businesses will qualify most will and speaking with Brian will allow you to determine if this free government handout is worth pursuing. Brian K. Fern, CPA, has over thirty years of experience in the financial services industry. Brian is a fractional CFO working with PE firms, and privately-owned firms in several industries, and helps companies identify expense-savings opportunities. He turns CFO into profit centers.
Prior to that, he spent 10 years as CFO at an RIA with $5 billion in assets under management, where he gained expertise working with hedge funds, private equity funds, institutional managed accounts, and High Net Worth clientele. Brian also worked at CIBC World Markets in various roles including Senior Product Controller for the Real Estate, Credit Capital Markets, and Investment Banking departments. Earlier, he spent six years at The First Boston Corporation in various capacities including Internal Audit, Chief of Staff for Public Finance and Mortgage Finance, and expense czar for Investment Banking.
Brian started his career at Deloitte (Touche Ross & Co) where he earned his CPA certification. He graduated from Boston University with a BSBA from the Questrom Business School. Brian is also the past Treasurer and current Vice President of his Temple in New Jersey where he resides with his wife and children. He enjoys golf, and cooking, and recently retired from ice hockey after playing for 35 years in a men’s pick-up game.
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