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
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Wed, Nov 18, 2026 Code WT198KCPR02026 | 1:00 PM – 2:00 PM CT | Register | |
| Tue, Nov 24, 2026 Code WT198KCPR01126 | 2:00 PM – 3:00 PM ET | Register | |
| Thu, Dec 3, 2026 Code WT198LCPR03026 | 10:00 AM – 11:00 AM PT | Register | |
| Thu, Dec 17, 2026 Code WT198LCPR01026 | 11:00 AM – 12:00 PM ET | Register | |
| Mon, Dec 21, 2026 Code WT198LCPR02026 | 9:00 AM – 10:00 AM CT | Register | |
| Mon, Dec 28, 2026 Code WT198LCPR01126 | 3:00 PM – 4:00 PM ET | Register | |
| Thu, Jan 7, 2027 Code WT198ACPR03027 | 12:00 PM – 1:00 PM PT | Register | |
| Fri, Jan 15, 2027 Code WT198ACPR01027 | 2:00 PM – 3:00 PM ET | Register | |
| Wed, Jan 27, 2027 Code WT198ACPR01127 | 10:00 AM – 11:00 AM ET | Register | |
| Thu, Feb 4, 2027 Code WT198BCPR01027 | 9:00 AM – 10:00 AM ET | Register | |
| Wed, Feb 10, 2027 Code WT198BCPR03027 | 4:00 PM – 5:00 PM PT | Register | |
| Fri, Feb 19, 2027 Code WT198BCPR01127 | 9:00 AM – 10:00 AM ET | Register |
This course is included in the following subscriptions:
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