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CPAs in OH, IN, KY, MI, PA, and SC to receive 4 Hours Free CPE

Northeast Ohio’s Tax Credits Group (TCG), Duffy+Duffy and KIKO Realtors, Auctioneers & Advisors have announced the dates for their annual Fall income tax reduction seminar series, where attendees will learn powerful tax planning tools and strategies to maximize credits and deductions in order to save significant tax dollars for their clients.

The free seminars will be held over 4 separate dates throughout November and December and will be conducted over a virtual webinar format.

Registration

CPAs, CFO’s, accountants, tax preparers or other interested parties can register for an upcoming 4-hour webinar session via the Duffy+Duffy website at:

https://costsegexperts.com/free-cpe-seminars/

This event is free and open to all but CPE is only available to CPAs based in Ohio, Indiana, Kentucky, Michigan, Pennsylvania, and South Carolina.

Webinar Dates & Times:

  • Monday Nov. 7 – 12:00-4:00 p.m. EST
  • Tuesday Nov. 29 – 8:30 a.m.-12:30 p.m. EST
  • Thursday Dec. 1 – 8:30 a.m. -12:30 p.m. EST
  • Wednesday Dec. 7 – 12:00-4:00 p.m. EST

Learning Schedule:

Keeping Up To Date with the R&D & ERC Credits (1 Hour) 

In this 50 minute session, TCG President Michael Krajcer, CPA, J.D. Vice President and General Counsel Margaret Krajcer, J.D., Esq., and Managing Director Bethany Jones-Worner will provide attendees with an update on recent legislative, regulatory, and IRS issued guidance related to both the Research and Development Tax Credit and the Employee Retention Credit.  They’ll also share their thoughts on how recent legal controversies in these areas may play into the future.

Cost Segregation: The Most Powerful Tax Tool for Real Estate (2 Hours)

During this 100 minute session, Duffy+Duffy President Craig Miller, CPA, CCSP, CGMA, MBA will provide insight on how Engineering-based Cost Segregation Studies can serve as the most valuable tax tool for real estate owners, developers, and tenants in leased space of all types.

Attendees will learn about the interplay with the EPAct Sec. 179D Energy Efficiency tax deduction, the IRS Tangible Property Repair Regulations, and the favorable Qualified Improvement Property classification of building improvements.

Miller will also provide insight and address questions relating to legal authority, IRS requirements, and favorable Case Law governing this niche industry.  

Succession Planning and Preparing Businesses for Sale (1 Hour)

During this 50 minute session, Dick Kiko, CEO and Broker with KIKO will lead a discussion about the importance of succession planning, advisory boards and how to prepare a business for sale. This presentation will provide advisors with practical information and examples to help privately held businesses grow and plan for transition.