Specialized tax incentives can unlock significant value when applied correctly. In this course, Randy Crabtree, co-founder of Tri-Merit Specialty Tax, shares practical insights into key credits, deductions, and depreciation rules. Participants will evaluate eligibility requirements, stay current on legislative updates, and explore planning considerations tied to energy efficiency, research activities, and refundable tax credits.
Product Code
1000005222-141519
Credit Type
CPE: 1
CPE-Non-Technical: 1
Intended Audience
CPAs and other financial professionals seeking education on the topic.
NASBA Field of Study
Personal Development
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
None
Learning Objectives
Identify key types of specialized tax credits and deductions available to businesses.
Recall major factors that influence eligibility, timing, and compliance for tax incentives.
Recognize how recent legislative changes affect tax planning strategies related to credits and depreciation.
Identify common considerations when evaluating refundable credits and other tax incentive opportunities.