Tax credit and incentive programs offer significant but rarely utilized savings. This presentation will introduce the most important federal and California tax credits and incentives available to business taxpayers. Attendees will hear an overview of these benefits and learn how to identify these opportunities for their clients.
Learning Objectives
• Determine the application of available business tax credits
• Identify qualified activities
• Design processes to capture tax credits
• Prepare proper documentation
• Calculate tax credits
• Report tax credits in return filings
Major Topics
• Research & Development Tax Credit
• Work Opportunity Tax Credit
• COVID-19 Tax Credits
• Opportunity Zones
• GO-Biz Incentives
• Employment Training Panel