CPAs in OH, IN, KY, MI, PA, and SC to receive 4 Hours Free CPE
October 24, 2022 – 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.
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
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.
A Note from the Instructors:
“With all of the pressures facing today’s busy CPA, it’s hard to stay up to date on ever-changing legislation and regulations, especially in niche tax areas,” said Michael Krajcer. “Our R&D and ERC session is designed to provide CPAs with quick and critical updates that they need to be aware of so that they can better serve and advise their clients during this next filing season.”
“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.