Check Out the Videos Below to Learn About Tax Credits & Incentives and Legislative Updates, New Markets Tax Credits and More
Speakers: Martin Karamon, Cheryl Teifer, Paul J. Curtis, Alex Sadler
The Virtual Conference kicks off with an introduction and overview by the Cherry Bekaert team of the tax credits landscape, topics and session speakers. During this session, you will hear important insights from the IRS on exams and critical focus areas for those claiming federal tax credit benefits. The session will then pivot to hear from an R&D Litigator, who will share his thoughts and recommendations to avoid exposures, potential red flags, and any concerns on recent IRS pronouncements.
- Understand what the IRS focuses on at it relates to being selected for exam and what to expect under exam as it relates to these valuable tax incentives
- Learn how to be prepared for future audits, including documentation, and understanding what qualified activities are and why it is critical to focus on these activities when performing an R&D study
- Gain a deeper understanding from a top R&D Litigator as to what you should be doing now to prepare should you encounter issues and lessons from the field
CPE Accreditation
Delivery Method | Group Internet BasedRecommended CPE credit | Up to 1 CPE, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None
This conversation focuses on the legislative updates that impact tax credits & incentives currently being debated in Congress. The team dives into legislation that most affects your company’s growth goals. Learn what you should do now to prepare for the good, bad, and ugly pending tax laws influencing credits and incentives.
- Understand how current legislative decisions might impact your business going forward
- Address what you can do now to evaluate the impact of these potential changes
- Understand the interplay of this guidance and how it may impact your deductions or credits
CPE Accreditation
Delivery Method | Group Internet BasedRecommended CPE credit | Up to 1 CPE, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None
Speakers: Ron Wainwright, Dan Mennel, Martin Karamon
Speaker: Ron Wainwright, Milton Robinson, Victor Jones, Mitch Cutler
This discussion begins with an overview of the expanding opportunities available to property owners and their consultants to increase cash flow by conducting Cost Segregation Studies to accelerate depreciation and deferral of tax payments. We also discuss new and expanding energy credits, deductions, and exemptions pursuant to the Energy Policy Act of 2005 and subsequent tax law updates.
- Understand how and why a Cost Segregation Study and/or Energy Study is performed and the underlying tax analysis
- Learn about current IRS guidance and requirements when considering a Cost Segregation and/or Energy Study
- Hear directly from Cherry Bekaert clients to understand their experience of having a Cost Segregation Study and Energy Study performed and the benefits generated
CPE Accreditation
Delivery Method | Group Internet BasedRecommended CPE credit | Up to 1 CPE, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None
This session addresses how to access New Markets Tax Credits (NMTC) and use these low-cost sources of capital to grow your business while having positive impacts on distressed communities. Then, to wrap up the Conference, our presenters answer your questions and share their best practices for saving money and generating cash through tax credits and incentives.
- Understand New Markets Tax Credits (NMTC) basics
- What makes an ideal NMTC investment – does your business qualify?
- How much capital can New Markets Tax Credits bring to your capital stack?
- What other considerations should you be aware of upfront?
CPE Accreditation
Delivery Method | Group Internet BasedRecommended CPE credit | Up to 1 CPE, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None
Speakers: Laurel Tinsley, Ron Wainwright, Dan Mennel, Martin Karamon
Connect with Our Speakers
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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.
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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.
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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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Laurel Tinsley Managing Director, TAG by Cherry Bekaert Laurel serves as the Managing Director of Tax Advantage Group (TAG) by Cherry Bekaert. With 20 years of experience, Laurel brings expertise in complex financial transactions for the economic development of communities through her knowledge of federal and state New Markets Tax Credits (NMTC), Historic Tax Credits, Low-Income Housing Tax Credits, Renewable Energy Tax Credits, bond financing and other types of incentives. Laurel provides clients with technical guidance through transactions beginning at inception and assists in compliance through the entirety of the loans until unwind.
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Cheryl Teifer Director, Field Operations, Engineering, Eastern Compliance Practice Area, LB&I Cheryl is the Director Field Operations Engineering in the Eastern Compliance Practice Area in the Large Business and International (LB&I) Division with Internal Revenue Service. Cheryl provides executive leadership to a national program with employees who serve as subject matter experts in the area of engineering, with several disciplines, real estate appraisals and valuation. The program provides technical expertise to support IRS compliance strategies. Prior to this assignment, Cheryl served as the Director, Field Operations (Southeast) in the Eastern Compliance Practice Area in the Large Business and International (LB&I) Division In this position, she provided executive leadership to field operations in coordinating complex tax administration services to meet the needs of large and mid-sized businesses and individuals with international activity. |
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Paul J. Curtis Director, Small Business (SBSE) Division – Southwest Paul is currently the Director of Exam Southwest in the Small Business (SBSE) Division within the Internal Revenue Service. Paul is responsible for directing the technical and operational aspects for examination activities in Southern California, Arizona, New Mexico, and Hawaii. In addition, Paul oversees the compliance activities and provides direct executive oversight (with a national footprint) for examiners who conduct examinations of the R&E credit issue along with preparer and promoter investigations with the SBSE Division. Prior to this assignment, Paul served in several executive positions in the Large Business and International Division including Deputy Director Pass Through Entities, Director Field Operations Southwest, Director Field Operations Computer Audit Specialists, and Director Field Operations West – Field Specialists. |
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Alex Sadler R&D Litigator, Morgan, Lewis & Bockius LLP Alex is a partner in the Washington, DC office of the global law firm Morgan, Lewis & Bockius LLP. Alex represents businesses in resolving disputes with the Internal Revenue Service concerning the research credit, transfer pricing, and other complex tax issues. The research credit is a focus of Alex’s tax controversy practice. He is the author of the treatise Legal Guide to the Research Credit published by Thomson Reuters and co-chair of Morgan Lewis’ annual R&D Tax Credit Symposium held every November. Alex has helped many taxpayers from a variety of industries prepare and defend research credit positions and resolve research credit disputes in audit, Appeals, and litigation.
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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.
Cherry 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