CPAs in OH, IN, KY, MI, PA, and SC to receive 4 Hours Free CPE
April 15, 2022 – Cleveland-based Tax Credits Group (TCG) and Duffy+Duffy have announced the dates for their annual Spring 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. Also joining as a co-presenter this year is Canton-based KIKO Realtors, Auctioneers & Advisors who will share insight on liquidity options for non-working capital and estate planning.
The free seminars will be held over 4 separate dates throughout May and early June, and will be conducted via virtual webinar format.
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:
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:
- Tuesday May 3 – 8:00-12:00 a.m. EST
- Wednesday May 11 – 12:00-4:00 p.m. EST
- Thursday May 19 – 12:00-4:00 p.m. EST
- Thursday June 2 – 8:00-12:00 a.m. EST
R&D and ERC: How to Identify and Maximize Opportunities within your Client Base (1 hour)
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 education on the rules and requirements for claiming the R&D and ERC credits, and will provide CPAs with insight on how to identify and maximize R&D and ERC opportunities within their own client base.
Cost Segregation: The Most Powerful Tax Tool for Real Estate (2 hours)
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. Also learn 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.
Creating Liquidity: 3 Exclusive Benefits of Auctions” to attendees (1 hour)
Dick Kiko, CEO and Broker with KIKO will provide insight on how real estate auctions can add benefits for sellers. Often misunderstood, auctions are an effective option for property owners who want to control their sale from start to finish. This session will touch upon 3 primary benefits of auctions:
- Control of the Terms – Property is sold at designated time, place and “as is” with no contingencies. Buyer’s premium covers the cost of selling.
- Parts vs. Whole – By offering property separate then together, the sellers receive ultimate benefit from competitive bidding.
- Division of Interest – Transparency during estate, divorce, partnership, or corporation sales.
A Note from the Instructors:
“We have been working with our CPA partners to bring the R&D tax credit and the Employee Retention Credit out to their eligible clients,” said Michael Krajcer. We’re looking forward to sharing some real-world examples we’ve run into that will help CPAs identify which of their clients may be eligible for one or both of these incentives. We’ll also be touching upon the critical interplay between these two credits along with strategies for maximizing the claims.”
“Many CPAs, Tax Advisors, Architects, and Real Estate Brokers are assisting their clients in the maximization of non-cash depreciation and income tax shielding through cost segregation studies,” said Craig Miller. “During the session, I’ll be available to answer questions on legal authority, IRS requirements and the Case Law that governs this niche industry.
“Accountants are often advising their clients on the best solutions for non-working capital and estate planning,” said Dick Kiko. “We partner with CPAs to showcase how KIKO’s liquidity options and advice are powerful tools to help clients reach their goals. We are excited to be an ongoing resource for accountants and look forwarded to sharing our industry insights during this educational series.”
About Tax Credits Group
Tax Credits Group (TCG) is a specialty tax consulting firm working to help U.S. businesses of all industry sectors recognize bottom-line tax savings.
Based in Cleveland, Ohio, TCG specializes in federal and state Research and Development (R&D) tax credit studies and tax controversy support for small to mid-size manufacturers, software developers, financial institutions and architectural and engineering firms. This extends to business compliance acquisition work for mid to large-size businesses. TCG also specializes in Employee Retention Credit (ERC) studies serving a wide-range of industry sectors including tourism, hospitality, events, restaurants, retail and general service practitioners. Learn more about TCG at www.tcgtax.com.
Duffy+Duffy Cost Segregation is one of the leading Engineered Cost Segregation firms in the industry – performing studies based on case law and IRS guidance using CPAs, architects, construction engineers and construction estimators.
Cost Segregation allows commercial building owners to generate cash flow by accelerating depreciation deductions on their buildings and deferring taxes. An engineering-based Cost Segregation Study is the only method recognized by the IRS to identify Personal Property and Land Improvements contained in a commercial structure.
Duffy+Duffy also certifies the Sec. 179D Energy Efficient building tax deduction as provided by the Energy Policy Act of 2005.
KIKO Realtors, Auctioneers & Advisors is Ohio’s leading auction company and real estate brokerage specializing in selling homes, land, commercial properties, businesses and high-value assets like firearms, classic cars, farm equipment and machinery.
Founded in 1945, KIKO has four generations of advisors who help clients reach their buying and selling goals. The company’s core values of Integrity, Collaboration and Caring are the cornerstone of its success as an industry leader, conducting more than 1,000 auctions per year and listing an average 450 properties annually through the multiple listing service (MLS). To explore your options, visit www.kikocompany.com.