Credits and Incentives to Incorporate in Year End Planning

Presented on:
November 16, 2021 10:00 AM PT
Duration:
1 hour
Location:
Online

As the year comes to a close, there are several credits and incentives opportunities you can still take advantage of to reduce your organization’s tax burden and increase cash flow. Additionally, changes on the horizon may provide you with new credits to plan for.

Join us as we continue to dive into the credits and incentives your organization can leverage to achieve its goals. We’ll explore the latest updates on the infrastructure bill, possible outcomes and key factors you should consider.

Other topics will include:

  • The Employee Retention Tax Credit (ERTC)
  • Capitalization of R&D costs
  • International Tax Incentives (IC-DISC and FDII)

Click here to view a copy of the PowerPoint slides.

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Speakers

Wakako Byer, JD, Partner, Moss Adams

Wakako has worked in public accounting since 2007 and focuses on international tax. She resolves all types of international tax issues, including helping clients compute foreign tax credits, enabling international entities to satisfy United States tax reporting requirements, assisting with tax structuring, helping earnings get properly repatriated, and helping multinational companies comply with transfer pricing. Wakako also assists with tax issues that arise during an acquisition, including managing the due diligence process.

Craig Lammlin, JD, Senior Manager, Moss Adams

Craig has worked in public accounting since 2001, specializing in state and local tax. He provides advisory income/franchise tax services to clients in a variety of industries including technology, manufacturing and telecommunication and media clients. Craig consults with clients on statutory and discretionary credits and incentives related to economic development activity such as job creation and retention, capital investment, and employee training.

Liddy Steele, JD, LLM, Senior Manager, Moss Adams

Liddy has significant experience helping companies identify, increase, document, and support claims related to R&D credits. She works with clients from a wide range of industries, including manufacturing, agribusiness, food and beverage, technology, aerospace, and forest products. She primarily works with S corporations and partnerships in the Pacific Northwest region, and understands the unique opportunities and challenges facing these companies.

Gabriel Sermeno, Senior Manager, Moss Adams

Gabriel has worked in economic development consulting since 2011. He consults clients on statutory and discretionary credits and incentives related to economic development activity such as job creation and retention, capital investment, and employee training. He also advises clients on multi-state incentive opportunities related to site selection, corporate expansion, and relocation. In addition, he assists clients in obtaining awards from various federal and state incentive programs.

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Related Topics

Export Activity Incentives: Comparing IC-DISC and FDII
How to Prepare for Significant Changes with Capitalizing R&D Costs