Quantitax & BX3 CPE Luncheon at the Cherokee Town Club
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 provided by Quantitax IC-DISC Services!
Keynote speakers Amit Mathur from Quantitax IC-DISC Services, and Mike Minihan from BX3 will present (schedule and details below). CPA’s will earn 2 CPE credits for the event.
This is an invitation only event hosted by Quantitax IC-DISC Services. Contact Info@Quantitax.com for more information on this and future events.
Registration Closed
Speakers:
Amit Mathur
CPA, (Partner/ Co-Founder) of Quantitax IC-DISC Services
Mike Minihan
JD, (Managing Partner) of BX3 Transferable Credit Solutions
October 30, 2025 CPE Seminar and Luncheon Schedule:
Location:Cherokee Town and Country Club– Town Club location (NOT Country Club), 155 West Paces Ferry Road, N.W., Atlanta, Georgia 30305-1365, Phone: (404) 365-1200
COMPLIMENTARY VALET PARKING PROVIDED– 2 CPE hours, lunch served during session
Agenda:
10:30a – Optional Pre-Session Networking and Meet/ Greet
11 – 12p- 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) of Quantitax IC-DISC Services.
12 – 1p- 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 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. 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. (presented over lunch service)
1 – 1:30p- Optional Post Session Networking and Meet/ Greet including $200 Gift Card Raffle at 1:15p
Kindly Observe Club Guidelines (Jackets are Required for Men) – Guest Information – Cherokee Town and Country Club
*CPE Credit: Program 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.