Free Consultation

Quantitax IC-DISC Services is pleased to offer our clients, colleagues, and CPA firm alliance partners educational webinars and in-person seminars. In addition to IC-DISC related updates and programs, Continuing Professional Education opportunities featuring business, tax and legal professionals with in-depth specialty knowledge and expertise have become the hallmark of our events. Sign up to get e-mail notifications for future Quantitax hosted events.

Upcoming Events

Click Here to get e-mail notifications for future Quantitax IC-DISC hosted events.

May, 2026

In Person CPE Luncheon and Networking Event- Cleveland, OH
Hosted by Quantitax IC-Disc Services
Sponsored by CCSI

Past Events

January, 2026

  • January 13, 2026
  • 12 - 1:00 PM ET
  • Webinar
  • Past Event

Often Overlooked Tax Savings from the “IC-DISC” Production and Export Incentive

 

Amit Mathur of Quantitax IC-DISC will focus on overlooked eligibility for the IC-DISC (Interest Charge Domestic International Sales Corporation) production and export incentive. You don’t need to be a manufacturer or an exporter in many cases to achieve the permanent tax savings from this seamless government incentive. Applicability of the IC-DISC, recommended by the U.S. Dept. of Commerce, will be covered. Learn how industries such as software, engineering, distribution, architecture, offshore drilling and many others often miss savings from the incentive. 

Hosted by Quantitax IC-DISC Services and CCSI.

Please e-mail info@Quantitax.com for more information.

CPA’s will earn 1 CPE credit for attending this event**

Navigating the Evolving U.S. Trade Compliance Landscape

 

With over 25 years of experience as a Licensed U.S. Customs Broker, Damon Piatek of Piatek Customs and Logistics will discuss key trade and tariff issues U.S. importers are facing. He’ll cover CBP valuation rules and why they matter for duties, compliance, and transfer pricing, break down how IEEPA ties into new tariffs, and explain the impact of Section 232 tariffs on sourcing and costs. Damon will give practical insights on policy changes, enforcement trends, and how importers can stay compliant in a shifting trade landscape.

Hosted by Quantitax IC-DISC Services and CCSI.

Please e-mail info@Quantitax.com for more information.

CPAs are able to receive 1 CPE Credit for attending this event**

December, 2025

Transferability of Clean Energy Credits- an Expanded Discussion Including Impact of One Big Beautiful Bill Act (1 Free CPE Hour for CPAs!)

Transferability of Clean Energy Credits- an Expanded Discussion Including Impact of One Big Beautiful Bill Act (1 Free CPE Hour for CPAs!)

October, 2025

  • Oct 30th, 2025
  • 11 AM- 1:00 PM ET
  • In Person Event
  • Past Event

Quantitax CPE Luncheon and Networking Event- Cherokee Town and Country Club, Atlanta, GA
  • October 23, 2025
  • 10 AM- 12:40 PM ET
  • In Person Event
  • Past Event

In Person CPE Luncheon and Networking Event- Cleveland, OH

July, 2025

  • July 17th, 2025
  • 9:15 AM- 1:30 PM ET
  • In Person Event
  • Past Event

In Person CPE, Luncheon and Networking Event

May, 2025

  • May 7th, 2025
  • 9 AM- 9:30 AM ET
  • In Person Event
  • Past Event

Ubihere! - Next Generation A.I. Powered Business Analytics

 

Quantitax IC-DISC Services is proud to host Ubihere and their CEO, Eric Wagner for an IN PERSON presentation showcasing their next generation, AI powered business analytics Ubivision system.

 

We invite our clients and friends to join Ubihere on May 7 for a 30-minute presentations at 9AM (breakfast provided) on using their technology for business analytics at the Marriott Courtyard in Independence at 77/Rockside (5051 West Creek). Every business can benefit from better analytics and data. Ubihere’s cost-effective computer vision and sensor technologies are powered by AI software.  These tools seamlessly bring invaluable insights to businesses – especially those with repetitive processes and multiple locations – to help them improve everyday efficiencies that translate directly to bottom-line improvements.

 

This is an invitation only event. Please email info@Quantitax.com for more information
  • May 7th, 2025
  • 12 PM- 12:30 PM ET
  • In Person Event
  • Past Event

Ubihere! - Next Generation A.I. Powered Business Analytics


Quantitax IC-DISC Services is proud to host Ubihere and their CEO, Eric Wagner for an IN PERSON presentation showcasing their next generation, AI powered business analytics Ubivision system.


We invite our clients and friends to join Ubihere on May 7 for a 30-minute presentations at 12PM (lunch provided) on using their technology for business analytics at the Marriott Courtyard in Independence at 77/Rockside (5051 West Creek). Every business can benefit from better analytics and data. Ubihere’s cost-effective computer vision and sensor technologies are powered by AI software.  These tools seamlessly bring invaluable insights to businesses – especially those with repetitive processes and multiple locations – to help them improve everyday efficiencies that translate directly to bottom-line improvements.


This is an invitation only event. Please email info@Quantitax.com for more information
  • May 8th, 2025
  • 10 AM- 1:45 PM ET
  • In Person Event
  • Past Event

In Person Networking Event and Luncheon


Join us to learn about tax and financial savings and operational best practice improvement opportunities for your company or clients. Also enjoy your choice of lunch from the original Slyman’s Restaurant!

Keynote speakers from Quantitax IC-DISC Services, BX3, Bannockburn Forex, GBX Group, and SACS Investigative and Consulting Services will present (schedule and details here). CPA’s will earn between 0.5 and 1 CPE credit for each topic attended.

Hosted by Quantitax IC-DISC Services

This is an invitation only event. Please email info@Quantitax.com for more information.

January, 2025

  • January 7th, 2025
  • 11 AM- 12 PM ET
  • Webinar
  • Past Event

Economic and Tax Benefits From Federal and State Tax Incentive Programs Related to Investment in and the preservation of Historic Properties in the United States


Economic and Tax Benefits From Federal and State Tax Incentive Programs Related to Investment in and the preservation of Historic Properties in the United States (1 Free CPE Credit for CPAs)
Join us to learn more about historic preservation and its tax implications.  This session will discuss the tax and economic benefits of historic preservation through tax deductions, credits or in some instances, both.
| CPAs will receive 1 CPE Credit** NOT ELIGIBLE IF REGISTERED FOR JAN 9TH PROGRAM 
  • January 9th, 2025
  • 11 AM - 12 PM ET
  • Webinar
  • Past Event

Economic and Tax Benefits From Federal and State Tax Incentive Programs Related to Investment in and the preservation of Historic Properties in the United States


Economic and Tax Benefits From Federal and State Tax Incentive Programs Related to Investment in and the preservation of Historic Properties in the United States (1 Free CPE Credit for CPAs)
Join us to learn more about historic preservation and its tax implications.  This session will discuss the tax and economic benefits of historic preservation through tax deductions, credits or in some instances, both.
| CPAs will receive 1 CPE Credit** NOT ELIGIBLE IF REGISTERED FOR JAN 7TH PROGRAM 
  • January 10, 2025
  • 11AM- 12PM ET
  • Webinar
  • Past Event

Overlooked Clean Energy Tax Savings from the Inflation Reduction Act


Has your company, or your clients, overlooked savings from solar and other clean energy tax credits? You don’t need to be a developer, builder, etc. to reduce tax liability from these transferable credits. New guidance issued in 2024 clarifies procedures related to IRS compliance. These general business credits can be used to satisfy past or present tax liability of a “C” Corporation, as well as liability from passive income for non “C” Corporation taxpayers.

Our guest presenter, Michael Minihan – Co-Founder and Principal of BX3, discusses key aspects of such transactions from the perspective of both buyers and sellers.

Applicability, compliance, due diligence, insurance, and other aspects will be addressed in this interactive webinar. Market trends, including the “boom” in usage of credits by taxpayers with liabilities as low as $500,000, will be covered.
| CPAs will receive 1 CPE Credit** NOT ELIGIBLE IF REGISTERED FOR JAN 13TH PROGRAM
  • January 13, 2025
  • 11AM- 12PM ET
  • Webinar
  • Past Event

Overlooked Clean Energy Tax Savings from the Inflation Reduction Act


Has your company, or your clients, overlooked savings from solar and other clean energy tax credits? You don’t need to be a developer, builder, etc. to reduce tax liability from these transferable credits. New guidance issued in 2024 clarifies procedures related to IRS compliance. These general business credits can be used to satisfy past or present tax liability of a “C” Corporation, as well as liability from passive income for non “C” Corporation taxpayers.

Our guest presenter, Michael Minihan – Co-Founder and Principal of BX3, discusses key aspects of such transactions from the perspective of both buyers and sellers.

Applicability, compliance, due diligence, insurance, and other aspects will be addressed in this interactive webinar. Market trends, including the “boom” in usage of credits by taxpayers with liabilities as low as $500,000, will be covered.
| CPAs will receive 1 CPE Credit** NOT ELIGIBLE IF REGISTERED FOR JAN 10TH PROGRAM

December, 2024

Free Tax Savings Seminar and Slyman's Lunch [Past]

Join us to learn about three important tax savings opportunity for your company or clients. Also enjoy your choice of lunch from the original Slyman’s Restaurant! 

Keynote speakers from Quantitax, Silverlode Consulting and Invoke Tax Partners will present (see schedule here). CPA’s will earn 1 CPE credit for each topic attended. 

Hosted by GBX Group.  

This is an invitation only event. Please email Quantitax for more information – 1 CPE credit per session.

Overlooked Clean Energy Tax Savings from the Inflation Reduction Act

Presented on both December 12th and 13th, from Noon to 1PM ET. This session features guest presenter Mike Minihan from BX3, who will discuss transferable clean energy credits. Many are not aware that certain corporations, as well as individuals with passive income, can benefit by purchasing these credits at a discount.  | CPAs will receive 1 CPE Credit** NOT ELIGIBLE IF REGISTERED FOR DEC 13TH PROGRAM 
  • December 13, 2024
  • 12- 1 PM ET
  • Webinar
  • Past Event

Overlooked Clean Energy Tax Savings from the Inflation Reduction Act

Presented on both December 12th and 13th, from Noon to 1PM ET. This session features guest presenter Mike Minihan from BX3, who will discuss transferable clean energy credits. Many are not aware that certain corporations, as well as individuals with passive income, can benefit by purchasing these credits at a discount.  | CPAs will receive 1 CPE Credit** NOT ELIGIBLE IF REGISTERED FOR DEC 12TH  PROGRAM 
  • December 16th, 2024
  • 12- 1:15 PM ET
  • Webinar
  • Past Event

Often Overlooked Tax Savings from the “IC-DISC” Production and Export Incentive

Presented on December 16th, from Noon-1:15 PM ET, this session will focus on overlooked eligibility for the IC-DISC (Interest Charge Domestic International Sales Corporation) production and export incentive. You don’t need to be a manufacturer or an exporter in many cases to achieve the permanent tax savings from this seamless government incentive. Applicability of the IC-DISC, recommended by the U.S. Dept. of Commerce, will be covered. Learn how industries such as software, engineering, distribution, architecture, offshore drilling and many others often miss savings from the incentive. | CPAs will receive 1.5 CPE Credits** CPE CREDITS NOT AVAILABLE FOR ATTENDEES OF OUR DEC 6TH, 2024 IN PERSON SESSION.
  • December 17th, 2024
  • 12- 1:15 PM ET
  • Webinar
  • Past Event

Increasing Intended and Allowable “IC-DISC” Savings for Manufacturers and Distributors

Presented on December 17th, from Noon- 1:15 PM ET, this session will focus on maximizing savings from the IC-DISC (Interest Charge Domestic International Sales Corporation) production and export incentive. The agenda will include largely unknown methods that reward taxpayers with additional DISC commission based on certain fact patterns. Required compliance for the additional savings will also be covered. Recommended for those with familiarity with the incentive. | CPAs will receive 1.5 CPE Credits.

** CPE Credit: Anyone is welcome to participate in the webinars presented by Quantitax IC-DISC Services, which will be presented in accordance with NASBA standards as required by the Ohio Board of Accountancy. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

October, 2025

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