Free Seminar and Slyman's Lunch, May 8th (CPE credits for CPAs!)
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 below). CPA’s will earn between 0.5 and 1 CPE credit for each topic attended.
Attendance of all sessions is NOT required. Join us for any presentations your schedule permits that day – or just for lunch and networking.
This is an invitation only event hosted by Quantitax IC-DISC Services. Please email info@Quantitax.com for more information.
May 8th CPE Seminar and Luncheon Schedule:
LOCATION: Courtyard Marriott (77/Rockside) – 5051 West Creek Road, Independence, OH, 44131
Attendance of all time slots NOT required. Please join us for any presentations your schedule permits that day – or just for lunch and networking. (Registration Required) – Up to 3 CPE credits total.
9:15 – Optional Pre-Session Coffee, Cleveland Bagel Breakfast and Networking
10:00 – Transferability of Clean Energy Credits post 2024 Guidance (0.5 CPE Credits) – As of 2024 guidance, many “clean energy” tax credits are now transferable between wholly unrelated parties. Taxpayers with no involvement in clean energy credits (e.g IRC Sec. 45) can now purchase “dollar for dollar” credits to use against their tax liability from taxpayers that have attained but cannot utilize such credits! Carryback of purchased credits also covered. This includes all C Corporations and individuals with passive income on their 1040s. Mechanics of transactions and the state of the credit market from both a buyer and seller perspective will be covered. Presented by Mike Minihan, JD (Managing Partner) of BX3.
10:25 – Tax and Economic Benefits of Historic Preservation (0.5 CPE Credits) – High level discussion of historic preservation and its tax implications. Congress has created federal programs to incentivize owners and individuals to preserve historic buildings. The program will also discuss how the tax incentives associated with historic preservation generally benefit high income earning individuals and corporations that have taxable income – either through tax deductions, credits, or in some instances, both. Presented by Gordon Short, JD, CPA of GBX Group.
11:00 – Making Sense of Market Volatility & Currency Risk Management (1 CPE Credit) – This session will discuss what drives currency market volatility, how currency market volatility generates risk for businesses operating cross-border, and how risk can be managed. We will also review real world examples of how these strategies have or have not been implemented, and how that affected the business’ bottom line. Presented by foreign exchange specialist Greg Ciciola (Managing Director) of Bannockburn Global Forex.
12:00 – Before the Deal (0.5 CPE Credit) – How going beyond the typical background, reputation history and security check, before the deal, can be of the utmost importance for CPA’s, attorneys, and other advisors for any and all financial business engagements. Presenter will discuss pertinent tools, developments, precautions, examples and case studies in personal and professional history investigations. Presented by Tim Dimoff (President) of SACS Consulting and Investigative Services.
12:25 – IC-DISC – Fact vs. Fiction (0.5 CPE Credit) – Brief overview of this production and foreign use incentive – and common related misconceptions. Review of the most overlooked tax savings scenarios and industries. Presented by Amit Mathur, CPA (Partner/Co-Founder) Quantitax IC-DISC Services.
12:50 – Lunch (the Original Slyman’s Restaurant Downtown!) Raffle Prizes and Networking. Desserts by Yankee Pie and Malley’s Chocolates!
REGISTER HERE: