Free Seminar and Slyman's Lunch, July 17 (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, and SACS Investigative and Consulting Services will present (schedule and details below. CPA’s will earn between 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 at 12:40.
This is an invitation only event hosted by Quantitax IC-DISC Services. Please email info@Quantitax.com for more information.
July 17 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, Bialy’s Bagel Breakfast and Networking
10:00 – 10:50 – Artificial Intelligence: The Good, the Bad, and the Ugly (1 CPE Credit) – The latest in AI developments across various industries such as finance, security, and accounting will be discussed in this session. Presented by Tim Dimoff, (President) of SACS Consulting and Investigative Services.
10:55 – 11:45 – Transferability of Clean Energy Credits- an Expanded Discussion Including Impact of one Big Beautiful Bill Act (1 CPE Credit) – 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 tax payers 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. Scenarios for eligibility, state of the market and pricing, and in-depth examples of transactions will be discussed. Also covered will be the impact of the One Big Beautiful Bill Act on certain credits, and their transferability. Presented by Mike Minihan, JD (Managing Partner) of BX3.
11:50 – 12:40 – Discovering and Improving Savings from the IC_DISC Export Incentive with Legislative and Regulatory Update (1 CPE Credit) – Learn about some of the most overlooked eligibility scenarios for this permanent tax incentive. Specific examples of industries and scenarios that can qualify for the incentive despite no manufacturing – and no exporting! Also covered will be additional methods to maximize IC-DISC Savings. While allowable and intended, these methods are largely unknown to taxpayers and many CPAs. Impact of the One Big Beautiful Bill Act on IC-DISC savings will be discussed. Presented by Amit Mathur, CPA (Partner/Co-Founder) Quantitax IC-DISC Services.
12:40 – Lunch (the Original Slyman’s Restaurant Downtown!) Raffle Prizes and Networking. Desserts by Gentile’s Italian Bakery!