Join us for an overview of relevant federal and state credits and incentives for businesses.

US federal state and local governments use public and private funds to incentivize business growth and investment, economic development and job creation. Studies reveal that many businesses are not taking full advantage of these lucrative tax and non-tax incentives.

William Kuhlman, CPA, R&D Tax Credits Leader and Barry Halpern, CPA, State Credits and Incentives Leader, will highlight opportunities for companies to increase their bottom line by taking advantage of federal and state credits and incentives that are often overlooked. Specific credits and eligibility requirements for these credits in New York and other states will also be discussed.

  • Qualifying for the Federal R&D tax credit and some recent challenges
  • Section 174 Capitalization planning and political status
  • State tax credit planning and conformity
  • Business activities generally produce state tax credits
  • Tax credits available in New York and other states for manufacturers 
  • Obtaining discretionary tax incentives 
  • Jobs and training tax credits

William Kuhlman, Marcum R&D Tax Credits Leader – Marcum LLP
Barry Halpern, State Credits and Incentives Leader, Marcum LLP

Program Description Federal and State Incentives
Important Notice Regarding CPE:
Learning Objectives

Afer attending this session, participants will be able to:

Relate a general overview of Federal and State Tax credits that are often overlooked including:

  • Programs available
  • Overview on specific programs
  • Qualified activities
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Taxes
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.