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Virtual Conference

2022 Tax Credits & Incentives Virtual Conference

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Join Us to Learn About Tax Credits & Incentives and Legislative Updates, New Markets Tax Credits and More

Join us for the 2022 Tax Credits & Incentives Conference, a live virtual event that helps innovative companies take advantage of federal and state tax incentives to generate funds for capital investments.

The virtual conference features four sessions led by professionals who share tools, tips, and techniques for developing a systematic approach to identify, qualify for, and calculate tax credits and incentives that maximize benefits and minimize exposure.

Businesses that are interested in learning about ways to offset the costs associated with modernizing processes, products, and services should attend.

Wednesday, June 22, 2022
11 a.m. – 4 p.m. EDT

CPE

Attendees who participate in the full program will receive 4 hours of CPE free of charge for attending all 4 sessions. Click to view objectives.

For More Information

Please contact Maddie Robbins at maddie.robbins@cbh.com.

Who Should Attend

This program is designed for Tax Managers, VPs of Finance, Chief Financial Officers, Chief Executive Officers, and anyone involved with tax credits and incentives initiatives.

Register Today for the Sessions Below

WEBINAR

Session 1:
Hear from the Experts: The IRS and an R&D Litigator Discuss New Programs and Developments(including R&D, ERC & Cost Segregation Studies)
Time: 11 a.m. EDT

Register Now

WEBINAR

Session 2:
Legislative Updates Impacting Credits & Incentives
Time: 12:20 p.m. EDT

Register Now

WEBINAR

Session 3:
Hot Topics in Cost Segregation Studies & Energy Credits
Time: 1:40 p.m. EDT

Register Now

WEBINAR

Session 4:
Guide to New Markets Tax Credits and Q&A
Time: 3 p.m. EDT

Register Now

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.
Headshot Laural Tinsley 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.
headshot cheryl teifer 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.

headshot Paul J Curtis 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.

headshot alex sadler 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.

Conference Agenda

Topic

Overview & Objectives

Hear from the Experts: The IRS and an R&D Litigator Discuss New Programs and Developments

11 a.m. – 11:50 a.m.

Speakers: Martin Karamon, Cheryl Teifer, Paul J. Curtis, Alex Sadler

Moderator: Jonathan Kraftchick

The Virtual Conference will kick 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

Break

11:50 a.m. – 12:20 p.m.

Legislative Updates Impacting Credits & Incentives

12:20 p.m. – 1:10 p.m.

Speaker: Ron Wainwright, Dan Mennel, Martin Karamon

Moderator: Jonathan Kraftchick

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

Break

1:10 p.m. – 1:40 p.m.

Hot Topics in Cost Segregation Studies & Energy Credits

1:40 p.m. – 2:30 p.m.

Speakers: Ron Wainwright

Moderator: Jonathan Kraftchick

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 will 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

Break

2:30 p.m. – 3:00 p.m.

Guide to New Markets Tax Credits and Q&A

3:00 p.m. – 3:50 p.m.

Speakers: Laurel Tinsley, Ron Wainwright, Dan Mennel, Martin Karamon

Moderator: Jonathan Kraftchick

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?
Event Resources

R&D Tax Credit: The Innovation Incentive

Learn how Cherry Bekaert's accounting services can help guide your architecture and engineering firm forward....

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The Benefits of using a CPA Firm to Perform Credits & Incentives Projects

Our Industrial Manufacturing podcast explains the Infrastructure Investment and Jobs Act (IIJA) and how this...

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What’s New with R&D Tax Credits in 2022

Learn more on the new IRS documentation requirements for R&D tax credit refund claims and...

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New Markets Tax Credits and Supply Chains: Funding Strategic Growth

Learn how the NMTC impacts supply chain issues, how the program works, and when companies...

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New Markets Tax Credit (NMTC) Finance Consulting Services

Learn about our New Markets Tax Credit Consulting Services and how we can help your...

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NMTC Case Study for Arris Manufacturing

Get our case study about the New Markets Tax Credit Allocation for Arris Manufacturing building...

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NMTC Case Study for Judson Mills

Get our case study about the New Markets Tax Credit Allocation for a Mixed-Use Real...

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The R&D Tax Credit Technology Companies Deserve

The technology sector has shown an increase in spending on R&D activities. Learn how our...

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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 the polls.
  • We cannot guarantee polling questions will appear on your mobile device. Please keep in mind we recommend using your laptop for your training session and will not be able to give you CPE credits for mobile technological issues.
  • 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