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Credits and Incentives to Incorporate in Year End Planning

November 16, 2021 @ 10:00 am - 11:00 am PST

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Register

START TIME: November 16, 2021 10:00 AM PT
DURATION: 1 hour
LOCATION: Online
CREDITS: 1
CONTACT: Caitlin Joyce, Moss Adams, (206) 302-6802
COST TO ATTEND: Complimentary

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)

Looking for more tax credit and incentives content?  Watch our May webcast on-demand.

REGISTER

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.

CPE Information

PROGRAM LEVEL: Overview
CREDITS: Taxes: 1
DELIVERY METHOD: Webcast
LEARNING OBJECTIVES: After completing this training, participants will be able to: describe different tax credits companies can leverage to improve cash flow; explain the current state of President Biden’s tax agenda; and compare the benefits of the foreign derived intangible income (FDII) and interest charge domestic-international sales corporation (IC-DISC) incentives.
PREREQUISITES: None
REFUND POLICY: For more information about administrative policies regarding CPE, refunds or complaints, please contact Caitlin Joyce at (206) 302-6802 or send them an email.
Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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