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Concurrent Session Onsite and Online

TAX2313. Cash is King! Maximizing Credits, Especially the New Energy and Environmental Credits

A fast paced and exciting review of Cash is King focusing maximizing cash flow from use of Tax Credits including practical experience by "The Tax Credit Guys" Kelly Allen, CPA and Joe Walloch, CPA who have extensive practical experience in maximizing the Employee Retention Credit and the Research and Experimentation Credit. There will also be a focus on new credit developments for Energy & Environmental Credits, CHIPs Credit and other recent credit developments. The outline includes dialogue on nearly 100 credits that may benefit your clients.

Learning Objectives:

  • An exciting and fast paced review of Tax Credits by "The Tax Credit Guys", Kelly Allen, CPA and Joe Walloch, CPA based on real-life practical experience on the Employee Retention Credit, Research & Experimentation Credit as well as the new Energy and Environmental Credits
  • New Developments on Other Important Credits including the CHIPS Credit, EITC as well as an overview of nearly 100 other credits available to your clients .
Date/Time
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Update
Prerequisites
For participants with a background in the subject area who desire to keep current
Advanced Preparation
NA
Session Tags
TAX
CGMA
CFP