Free Tax Seminar and Luncheon December 6th (CPE credits for CPAs!)

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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! (courtesy of Quantitax)

Keynote speakers from GBX Group, Silverlode Consulting (a GBX Group company), Invoke Tax Partners and Quantitax IC- DISC Services will present (see schedule below). CPA’s will earn 1 CPE credit for each session attended.

Hosted by GBX Group at 2101 Superior Ave., Cleveland, OH 44114 located conveniently near I/90 and E. 30th with (attached/nearby) free parking.

Attendance of all sessions NOT required. Please join us for any presentations your schedule permits that day – 1 CPE credit per session.

(invitation only please)

December 6Tax Savings Seminar and Luncheon Schedule:

9:15  Optional Pre-Session Coffee, Snacks and Networking

10:00  Real Estate Valuations and Appeal – Valuation of real estate, filing appeals, the process, and players. Insight into minimization of real estate taxes for owned and leased properties creating below the line tax savings provided. Presented by Walt Rapacz (Partner) and Mitch Wilson (Appraiser/Director) of Invoke Tax Partners.

10:50 – (part 1) Discretionary and Negotiated Economic and Tax Incentives  Identifying and realizing discretionary/negotiated incentive opportunities, as well as incentive best practices and pitfalls. Particular focus on state and local-level Ohio incentive programs, with concepts applicable to incentives nationwide. Presented by Dennis McAndrew (President) of Silverlode Consulting (a GBX Group company).

(part 2) Inflation Reduction Act Clean Energy Tax incentives  Basics of Inflation Reduction Act clean energy incentives including eligible activities, prevailing wage and apprenticeship requirements, and transferability of credit. Presented by Raphael Omerza (Vice President – Tax Credit Services) of GBX Group.

11:40 – Networking Break/Lunch Served

12:10  IC-DISC Manufacturing and Export Incentive  Brief overview and common overlooked scenarios that yield IC-DISC savings. Update including legislative outlook. Maximizing intended and allowable benefits per IRS regulations and potential synergy with the Inflation Reduction Act. Presented by Amit Mathur (Partner/Co-Founder) Quantitax IC-DISC Services.

1:00  Optional Post-Session Coffee, Snacks and Networking

 
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