Tax Savings & Trade Update: Opportunities, Incentives & What Businesses Need to Know

Descripción

Changes in tax incentives and international trade policy are creating both significant savings opportunities and new financial risks for businesses.Join us for a timely, practical program featuring experts in tax incentives, transferable tax credits, customs and international trade. This session will examine opportunities businesses may be overlooking to reduce tax liability, along with rapidly changing tariff and trade developments affecting importers, manufacturers, distributors and other companies.The program includes three (3) CPE-eligible sessions followed by an executive-level briefing on the changing trade and tariff landscape.Discovering and Improving Savings from the IC-DISC Export IncentivePresented by Amit Mathur, CPACo-Founder/Partner, Quantitax IC-DISC Services1 CPE Credit*The IC-DISC export incentive is a permanent federal tax incentive, but many businesses that may qualify either overlook it entirely or fail to maximize the available savings.Amit Mathur will explore some of the lesser-known eligibility scenarios for IC-DISC, including real-world examples of businesses that may qualify without manufacturing — and even without directly exporting.Attendees will learn about:Industries and business activities that may qualify for IC-DISCCommon misconceptions surrounding manufacturing and export requirementsOverlooked eligibility scenariosMethods for increasing IC-DISC tax savings using information businesses may already have internallyOpportunities for companies in agriculture, engineering, software, distribution, horticulture, food processing, manufacturing and other industriesThe session is designed to help business owners, executives and financial professionals recognize opportunities that may otherwise go unnoticed.Immediate and Permanent Tax Savings: Using Transferable Tax CreditsPresented by Mike Minihan, JDFounder/Partner, BX3 Transferable Tax Credits1 CPE Credit*Why pay $100 in taxes when an available tax strategy may allow you to satisfy that liability for less?Federal clean-energy tax credits have existed for years, but Treasury regulations finalized in 2024 opened a significant new opportunity by allowing certain credits to be transferred between unrelated taxpayers.And businesses do not need to be involved in clean energy to purchase and use an eligible transferable clean-energy tax credit.This session will explain:How IRS-registered transferable tax credits workWhy clean-energy project developers sell credits they cannot use themselvesHow eligible taxpayers can purchase dollar-for-dollar credits at a discountTypical credit discounts and the potential resulting tax savingsWhich businesses and individuals may qualifyOpportunities to carry certain credits back for up to three years and potentially obtain refunds of prior-year tax liabilitiesHow large corporations are already using these incentives — and why opportunities may be overlooked by small and middle-market businesses and high-net-worth individualsCredit discounts can potentially range from 8%–12% or more, effectively allowing qualifying taxpayers to reduce the cost of satisfying eligible tax liabilities.Tariffs & Trade: What Importers and Businesses Need to Know NowPresented by Damon PiatekPresident/CEO, Piatek Customs & Logistics1 CPE CreditThe trade landscape is changing again, and the financial impact on importers could be significant.This fast-paced, executive-level briefing will cover current developments affecting importers, manufacturers, distributors and supply chain professionals — with an emphasis on what has changed, what it could cost businesses and what executives should be watching next.Topics include:Section 122 Duty ExpirationWhat expired, who benefited and what additional costs businesses may now face.New Section 301 Forced Labor DutiesThe latest tariff measures, affected products and important compliance considerations.Potential Section 338 Canadian Retaliatory DutiesA look at emerging Canadian countermeasures affecting U.S. exports, including potential impacts on:Milk and dairy productsAlcoholic beveragesAutomotive and automotive-related productsIEEPA Tariffs – Phase III UpdatesRecent developments, implementation timelines and what importers should be watching next.Who Should Attend?This program is particularly relevant for:Business owners and executivesCFOs, controllers and financial leadersCPAs and tax professionalsManufacturers and distributorsImporters and exportersEngineering, software, agriculture and food-processing companiesSupply chain and logistics professionalsHigh-net-worth taxpayers and their advisorsWhether your priority is finding overlooked tax savings, reducing existing tax liability or preparing for changing trade costs, this program is designed to provide actionable information you can take back to your business or clients.Thursday, October 22 | 9 a.m. - 1 p.m.Registration: Free, but required👉 Optional Breakfast/Networking Hour - 9-10 a.m.A light breakfast and lunch will both be served - please list any dietary restrictions when you register.* Seminar presented by Quantitax IC-DISC Services, which will be presented in accordance with NASBA Standards.