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Virtual Conference

2023 Tax Credits & Incentives Virtual Conference

Check Out the Videos Below to Learn About Tax Credits & Incentives and Legislative Updates, New Markets Tax Credits and More

In the dynamic business landscape of today, a strategic analysis of client footprint and supply chain to delivery is crucial for organizations to enhance their competitiveness and drive sustainable growth. We explore the methodologies and best practices for conducting a comprehensive analysis and how this can lead to informed decision-making and improved operational efficiency.

Watch to:

  • Understand the importance of analyzing client footprint and supply chain
  • Explore methodologies for conducting a comprehensive analysis
  • Learn how to leverage insights for effective decision-making

The Inflation Reduction Act (IRA) of 2022 introduced monumental updates and additions to energy tax credits and incentives available to qualifying businesses. Deciphering how these incentives work and can benefit you can be complicated. Learning how to use and apply for these credits and how it can result in significant tax savings.

Watch to:

  • Gain an understanding of the IRA’s purpose and impact
  • Explore available energy credits and incentives
  • Discover how to take advantage of available energy incentives and navigate the process of applying for them

In this video, we review a cost segregation study and how to take advantage of Section 179D and Section 45L energy tax credits.

Commercial and domestic property owners and developers have a multitude of tax-saving opportunities available to your business to help your business reach its financial goals and increase cash flow. Determining which opportunities you can take advantage of can be challenging. This video will help you learn more about the tax optimization options with a cost segregation study and Section 179D Energy-Efficient Commercial Building Deduction (Section 179D) and 45L Energy-Efficient Home Credit (Section 45L).

Watch to:

  • Understand the changes to and qualifications for Section 179D and Section 45L
  • Identify who qualifies to take advantage of these energy credits and can benefit from cost segregation
  • Discover how to successfully leverage tax strategies to achieve financial objectives

Join Cherry Bekaert’s Employee Retention Credit (ERC) team to gain valuable insights into effectively defending ERC claims during IRS audits. As ERC regulations continue to have clarifying guidelines from the IRS, understanding how to navigate potential audit challenges is essential for safeguarding your organization’s benefits.

Watch to:

  • Comprehend IRS audit triggers for ERC claims
  • Learn effective document and record-keeping
  • Navigate IRS audit inquiries with confidence

Discover the latest developments in tax legislation and explore the updates to Section 174 in this video. Our team examines varying industries insights and strategies when dealing with the ever-evolving tax landscape.

Watch to:

  • Gain an understanding of the latest tax legislative updates that have the biggest impact on your business
  • Learn more about the revised Section 174 updates
  • Discuss strategies for tax planning and compliance

 

Understanding and keeping track of various state credits and incentives can be overwhelming and challenging without proper guidance. Cherry Bekaert’s State Credits and Incentives team share the knowledge and strategies when tackling this topic and how to gain the most benefits.

Watch to:

  • Review various types of available state credits and incentives
  • Determine the role of site selection to optimize incentives benefits
  • Identify ideal targets for a statutory credit review

 

Connect with Our Speakers

headshot martin karamon Martin Karamon, J.D., LL.M.
Principal & Leader of Cherry Bekaert’s Tax Credits & Incentive Advisory Group

Martin is Cherry Bekaert’s Leader of Tax Credits & Incentives Advisory Services and a Principal in the Strategic Tax Advisory Group. With more than 20 years of experience, Marty focuses on Federal and State Credits and Incentives related to R&D, hiring, capital expansion and energy sustainability in key industry areas, such as technology and software development, manufacturing, life sciences, real estate & construction and automotive.
headshot ronald wainwright jr Ron Wainwright, CPA, MST
Partner with Cherry Bekaert’s Tax Credits & Incentive Advisory Group

As a Tax Partner in Cherry Bekaert’s Tax Credits & Incentives Advisory practice, Ron has more than 35 years of experience in taxation, including Federal and State Credits and Incentives, international and domestic tax, provisions, FIN 48, tax controversy, and complex transactional matters. Clients who depend on Ron’s guidance occupy several industries including manufacturing, distribution, technology, life sciences, energy, real estate, construction, and private equity.
Headshot Dan Mennel Dan Mennel, CPA
Partner with Cherry Bekaert’s Tax Credits & Incentive Advisory Group

As Tax Partner with Cherry Bekaert’s Tax Credits & Incentives Advisory practice, Dan is helping to lead the Credits and Accounting Methods practice. He is focusing on Federal Credits and Incentives in key industry areas, such as technology, food and beverage, software development, manufacturing, and med-tech. With more than two decades of experience, Dan helps clients with performing studies, implementing R&D software solutions, and negotiating IRS and State Agency settlements.
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How the Automotive Industry Can Position Their Accounting and Finance Functions for Lasting Success

Drive your automotive company towards success with optimized accounting and finance approaches. Discover opportunities in...

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Take Advantage of New Section 45L Tax Credit Opportunities Under IRA

Discover how the Inflation Reduction Act (IRA) expanded the 45L tax credit. Learn the qualifications...

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IRS Notice 2023-38: Boosting Clean Energy Credits for Domestic Content in New Facilities

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Tax Credits: Cash Savings for Technology Companies as They Scale

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Section 174 New Requirements and Its Impact on Technology Companies

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Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

  • Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
    • There will be 4 polling questions per hour of each session.
    • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
    • Polling questions will not be announced in advance.
    • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
    • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
    • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
    • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org