Tax Credits & Incentives Webinar
Overview
Tax credits and incentives can provide meaningful cash flow and tax savings opportunities, but maximizing their value requires careful planning, documentation, and compliance. This session provides a practical update on key federal credits and incentives available to businesses, with a focus on qualification requirements, documentation expectations, and integration into broader tax strategies. Participants will gain insight into:
- Key opportunities for leveraging tax credits to improve cash flow and reduce tax liability
- Best practices for documentation, substantiation, and audit preparedness
- How to incorporate credits and incentives into ongoing tax planning and provisioning processes
This course qualifies for IRS Continuing Education Credit.
Objective
To provide CPAs and other tax and finance professionals with a practical understanding of current tax credits and incentives, enabling them to evaluate opportunities, strengthen compliance, and integrate credits into tax planning and financial reporting.
Emphasis
- Research & Development (R&D) tax credit: qualification, documentation, and audit defense
- Section 174 and OBBB planning considerations
- Energy, sustainability, and clean-energy credits
- Payroll tax offsets and cash-flow benefits
- Industry-specific credits and incentives
- Credit monetization, transferability, and direct pay opportunities
- Documentation, substantiation, and IRS compliance consideration for credit claims
Speakers
William Kuhlman, CPA, National R&D Services Leader
David Oksenhorn, CPA, Director, R&D Services
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