INTERESTED IN HAVING US SPEAK AT YOUR NEXT EVENT?
Whether you’re a CPA firm looking to educate your associates on the nuances of the R&D credit, or an association looking to educate your members on this credit opportunity and eligibility, Tax Credits Group is happy to serve as an educational community resource to the businesses and associations located throughout the Midwest.
Our team members have extensive experience speaking at various industry events, and are happy to cater sessions to cover a specific area of interest or industry focus.
To learn more about our speaker availability, please submit a request through our “Request A Speaker” form.
Recent Speaking Sessions Include…
- “The Current State Of The R&D And ERC Credits” – Income Tax Reduction Webinar Series – Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group – June 2023
- “Keeping Up To Date With The R&D And ERC Credits” – Income Tax Reduction Webinar Series – Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group and KIKO Realtors, Auctioneers & Advisors – November 2022
- “R&D and ERC: How to Identify and Maximize Opportunities Within Your Client Base” – Income Tax Reduction Webinar Series – Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group and KIKO Realtors, Auctioneers & Advisors – May 2022
- “Cost Segregation and R&D Tax Credit: Essential Tax Savings Tools” – Webinar Event – The OSCPA 2021 Mega Tax Conference – December 2021
- “The Employee Retention Credit: An Essential Tax Planning Tool for your Clients” – Income Tax Reduction Webinar Series – Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group – November 2021
- “The R&D Tax Credit: An Essential Tax Planning Tool for your Clients” – Income Tax Reduction Webinar Series – Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group – May 2021
- “Understanding the IRC Sec. 41 R&D Tax Credit – A session benefiting the Industries of Shelby County Kentucky” – Webinar Event – Sponsored by the Shelby County Industrial & Development Foundation – July 2020
- “The R&D Tax Credit: An Important Cash-Flow Strategy in the COVID-19 ERA” – Webinar Event – Sponsored by The American Institute of Certified Public Accountants (AICPA) – June 2020
- “Research and Development: A Powerful Tax Savings Tool” – “CPA Conversations” Podcast – Pennsylvania Institute of Certified Public Accounts (PICPA) -– March 2020
- “The R&D Credit: An Essential Tax Savings Tool for Businesses” – CFO Roundtable Event – Held in Akron, Ohio and sponsored by JP Morgan Chase – February 2020
- “The R&D Tax Credit: An Essential Tax Planning Tool for Your Clients” – The Pennsylvania Society of CPAs (PICPA) Southwestern Chapter 25th Annual Tax Conference – Held at Saint Vincent College, Latrobe, PA – November 2019
- “The R&D Tax Credit: An Essential Tax Planning Tool for your Clients” – Income tax seminar series – (Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group.) Held in Detroit, Cincinnati, Columbus, Cleveland, Toledo, Pittsburgh – Fall 2019)
- The IRC Sec. 41 R&D Tax Credit – National Tooling & Machining Association Cleveland Chapter Meeting – Held in Independence, Ohio and sponsored by the NTMA – October 2018
- “How the new tax reform Act impacts the R&D tax Credit” – Webinar Event – Sponsored by The Ohio Manufacturer’s Association – February 2018
- The IRC Sec. 41 R&D Tax Credit – CFO Roundtable Luncheon – Held in North Ridgeville, Ohio and Sponsored by JP Morgan Chase – January 2018
- “The “PATH” Forward – Understanding the Recent Monumental Changes to the R&D Credit” – Income tax seminar series – (Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group.) Held in Detroit, Cincinnati, Columbus, Cleveland, Toledo, Pittsburgh – Fall 2017)
- “How the R&D Tax Credit can Help Ohio Manufacturers Conserve Cash” – Webinar Event- Sponsored by PolymerOhio – July 2017
- “The PATH Forward” – Michigan Association of Certified Public Accountants (MICPA) Management Information & Business Trade Show – Spotlight Session – June 2017
- “R&D Tax Credit Update: Understanding Ways the Recent Monumental Changes Benefit Virginia Businesses” – Webinar Event – Sponsored by The Virginia Society of Certified Public Accountants (VSPCA) – March 2017
- “The “PATH” Forward – Understanding the Recent Monumental Changes to the R&D Credit, And How to Plan for Them” — Income tax seminar series – (Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group and Strategic Property Exchange. Held in Detroit, Cincinnati, Columbus, Cleveland, Toledo, Pittsburgh – Fall 2016)
- “The “PATH” Forward – Understanding the Recent Monumental Changes to the R&D Credit, And How to Plan for Them” — The Ohio Society of CPAs (2016 Spring Accounting Shows – Cleveland, Columbus, Dayton and Youngstown; 2016 Fall Accounting Show, Columbus.)
- “How the R&D Tax Credit can Help Tech Startups Conserve Cash” — Co-Sponsored by Northeast Ohio’s BioEnterpise and held at JumpStart – March 2016
- “The IRC Section 41 Research Tax Credit: The “PATH” Forward” — A session benefiting Northeast Ohio Manufacturers — Held and sponsored by the Manufacturing Advocacy & Growth Network (MAGNET) – February 2016
- “Understanding the Research & Development Tax Credit” — Webinar Event – Co-Sponsored by The Ohio Manufacturers’ Association – February 2016
- “Understanding the Research & Development Tax Credit – A Session benefiting the Manufacturers of North Central Ohio” — Sponsored by the Northeast Ohio’s Regional Manufacturing Coalition, held at The Gorman-Rupp Company — February 2016
- “Tax controversy updates for the Federal Research & Development Tax Credit” –Panel Discussion at the 58th Annual Cleveland Tax Institute – Presented by the Tax Club of Cleveland and Case Western Reserve University School of Law – held at the Cleveland Metropolitan Bar Association — December 2015