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From Policy Change to Execution: Driving Results with Business Incentives Planning
March 24 @ 12:00 pm – 1:00 pm EDT
With the One Big Beautiful Bill (OBBBA) enacted and regulatory guidance taking shape, the advantage is shifting to companies that know where to act quickly and where planning flexibility still exists. Building on our year-end discussion, this webcast moves from “what changed” to how leading organizations are executing, including where incentives strategies are breaking down, where new opportunities are emerging, and what it takes to turn federal and state developments into decisions that support cash flow, growth, and long-term tax efficiency.
We’ll share practical, real-world approaches related to the historic $10B New Markets Tax Credit (NMTC) allocation, widening state divergence from federal R&D rules, evolving Foreign-Derived Deduction Eligible Income (FDDEI) and Global Intangible Low-Taxed Income – Alternative Minimum Tax (GILTI-AM) considerations, and greater clarity on tax credit transfers, with a focus on the timing, coordination, and documentation needed to drive results in 2026 and beyond.
Learning Objectives
- Identify key incentive developments affecting planning decisions, including the $10B NMTC allocation, state R&D divergence, and evolving FDDEI/GILTI-AM considerations.
- Evaluate execution-driven tradeoffs—particularly timing, documentation, and coordination—that influence cash flow and effective tax rate outcomes through and beyond 2026.
- Apply a practical framework to operationalize incentives planning, including assessing credit transfer opportunities and prioritizing actions that create longer-term tax efficiency.
CPE Information
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Cost: There is no fee to attend this session
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. 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.nasbaregistry.org
