In the dynamic business landscape of today, a strategic analysis of client footprint and supply chain to delivery is crucial for organizations to enhance their competitiveness and drive sustainable growth. We will explore the methodologies and best practices for conducting a comprehensive analysis and how this can lead to informed decision-making and improved operational efficiency.

Learning Objectives:

• Understand the importance of analyzing client footprint and supply chain
• Explore methodologies for conducting a comprehensive analysis
• Learn how to leverage analysis insights for effective decision making

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 8 hours of CPE, pending approval 
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem-Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

The Inflation Reduction Act (IRA) of 2022 introduced monumental updates and additions to energy tax credits and incentives available to qualifying businesses. Deciphering how these incentives work and can benefit you can be complicated. Learning how to use and apply for these credits can result in significant tax savings.

Learning Objectives:

• Gain an understanding of the IRA’s purpose and impact
• Explore available energy credits and incentives
• Discover how to take advantage of available energy incentives and navigate the process of applying for them

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 8 hours of CPE, pending approval 
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem-Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Commercial and domestic property owners and developers have a multitude of tax-saving opportunities available to your business to help your business reach its financial goals and increase cash flow. Determining which opportunities you can take advantage of can be challenging. This session will help you learn more about the tax optimization options with a cost segregation study and Section 179D Energy-Efficient Commercial Building Deduction (Section 179D) and 45L Energy-Efficient Home Credit (Section 45L).

Learning Objectives:

• Understand the changes to and qualifications for Section 179D and Section 45L
• Identify who qualifies to take advantage of these energy credits and can benefit from cost segregation
• Discover how to successfully leverage tax strategies to achieve financial objectives

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 8 hours of CPE, pending approval 
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem-Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Research and development (R&D) tax credits and the Employee Retention Credit (ERC) have provided valuable incentives and cash flow to businesses. These tax credits have promoted R&D and encouraged retention of employees during the COVID-19 pandemic. Even with numerous organizations taking advantage of these credits and maximizing their savings opportunities, many organizations are still under-utilizing these tax credits.

Learning Objectives:

• Understand how R&D tax credits work and if your business qualifies
• Learn about the background and application process of ERC
• Identify the opportunities and challenges of various tax credits and how to maximize your organization's savings opportunities
• Understand the IRS approach to R&D and ERC
• Understand recent legislative, judicial, and administrative updates

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 8 hours of CPE, pending approval 
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem-Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Discover the latest developments in tax legislation and explore the updates to Section 174 in this session. Our team will examine varying industries insights and strategies when dealing with the ever-evolving tax landscape.

Learning Objectives:

• Gain an understanding latest tax legislative updates that have the biggest impact on your business
• Learn more about the revised Section 174 updates
• Discuss strategies for tax planning and compliance

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 8 hours of CPE, pending approval 
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem-Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Understanding and keeping track of various state credits and incentives can be overwhelming and challenging without proper guidance. Cherry Bekaert’s State Credits and Incentives team will share the knowledge and strategies when tackling this topic and how to gain the most benefits.

Learning Objectives:

• Review various types of available state credits and incentives
• Determine the role of site selection to optimize incentives benefits
• Identify ideal targets for a statutory credit review 

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 8 hours of CPE, pending approval 
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem-Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None