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Tax Credits & Incentives: Year End Guidance and 2026 Planning Strategies
December 2, 2025 @ 1:00 pm – 2:30 pm EST
This webcast delivers year-end planning strategies and 2026 positioning to help organizations navigate new rules from the One Big Beautiful Bill Act (OBBBA) and identify tax opportunities.
BDO’s tax professionals will discuss tax credit monetization, business incentives, and strategic tax planning, including recent legislative changes, incentive programs, accounting methods, and updates on Section 174 and R&D expensing. Topics include the transition from foreign-derived intangible income (FDII) to foreign-derived deduction eligible income (FDDEI), IRS Form 6765 extensions, Section 163(j) updates, capitalization strategies, and bonus depreciation for qualified production property.
Learn how to take advantage of the New Markets Tax Credit (NMTC) program, access low-rate financing, purchase federal energy tax credits at a discount, and understand trends in the tax credit transfer market. Explore the viability of energy credit transfers, including credits such as 45X, 45Z, and NMTC, and identify timing opportunities with accounting methods and FDDEI revisions.
Learning Objectives
- Identify strategies for effective tax credit monetization and cash tax planning for 2025 and beyond.
- Evaluate the impact of recent and upcoming updates to R&D credits, including Form 6765 updates and state-level developments.
- Explain the potential impact of FDDEI revisions on your effective tax rate and financial modeling.
- Review best practices for leveraging technology to quantify and document research credits.
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
