May 7, 2026 CPE Seminar and Luncheon Schedule:

LOCATION: Courtyard Marriott (77/Rockside) – 5150 West Creek Road, Independence, OH, 44131 

Click here for directions

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.

9:15a – Optional Pre-Session Coffee, Bialy’s Bagel Breakfast and Networking

10:00 – 10:50a –  U.S. Trade Compliance Update- Focus on Maintaining Compliance for Small and Middle Market Importers (1 CPE credit) – Damon Piatek, of Piatek Customs and Logistics, will present on the evolving U.S. trade compliance landscape, covering CBP valuation rules, IEEPA and Section 232 tariffs, and the new Sec. 122 tariffs. The recent Supreme Court decision on IEEPA tariffs and Court of International Trade updates will also be discussed. Expect updates on recent policy and enforcement changes and practical strategies to help importers maintain compliance amid shifting global trade conditions. Presented by Damon Piatek (President/CEO) of Piatek Customs & Logistics.

10:55 – 11:45a – Avoid Regret Before the Deal (1 CPE credit) – How going beyond the typical background, reputation history, and security check, before the deal, can be of the utmost importance for CPAs, attorneys, and other advisors in any and all business engagements. 

The dealmaker, on the other end, ONLY wants you to know all of his positive attributes and history. Without the TOTAL background knowledge and history you could end up with a “damaged deal.”  Discussion of pertinent tools, precautions, and developments will be covered. Examples and case studies in personal and professional history investigations will be provided. Presented by Tim Dimoff (President) of SACS Consulting and Investigative Services.

11:50 – 12:40p– A Buyer’s Market Emerges… The Impacts of OBBBA on the Transferable Clean Energy Tax Credit Market (1 CPE credit) – In the two years since Treasury finalized regulations that provided the framework for the transfer of clean energy tax credits between taxpayers, the market has morphed from a seller’s market to a buyer’s market- thanks in large part to the impact of OBBBA. Taxpayers can save 8%, 10%, 12%, or more on their tax liability by purchasing discounted, clean-energy tax credits- and the discounts may keep growing. 

Final Treasury Regulations issued in 2024 provided a framework with guardrails for the transfer of clean energy tax credits between taxpayers. Prospective buyers, eager to find such credits at a discount, were often disappointed with the selection available in the marketplace. Although it is still a new marketplace, with only two full years of experience, the biggest black swan event (to date) for the marketplace is the enactment of OBBBA. While impacting certain credit provisions directly, the biggest effect has been macro-economic, with OBBA provisions affecting business tax base as a whole. 

This has closed some doors for certain credits, but many other doors have opened, not the least of which is the opportunity for enhanced credit discounts as supplies have increased. 

As before, you do not need any connection to clean energy whatsoever to buy and use a clean-energy tax credit- no solar panels on your roof, no EV cars, no charging stations in the company parking lot. Taxpayers with qualifying tax liabilities have saved and will continue to save millions in immediate and permanent tax dollars by purchasing these credits that offset tax liabilities dollar-for-dollar, yet are purchased at a discount. Presented by Mike Minihan, JD (Managing Partner) of BX3.

12:40p – Lunch (the Original Slyman’s Restaurant Downtown!) Raffle Prizes and Networking. Desserts by Michael Angelo’s!