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Live Webinar

100-minute live streaming program
  • August 14
  • 1:00 - 2:40 pm EST

Also available as:

OnDemand Course

Minimizing Risk in Economic Development Incentive Projects

August 14

Gain an understanding on how to identify opportunities for investing in economic development incentive credits and how to develop a winning proposal for them.

The goal of this topic is to provide you the tools necessary to identify highly profitable economic development incentives and craft a winning proposal. We will briefly focus on the main incentives such as the U.S. federal research and development tax credit, alternative energy tax credit, historical preservation tax credit, low-income housing tax credit, job opportunity tax credit, and other state credits. You will be given tools and ideas for getting buy-in from decision makers. You will also understand what is necessary for a successful project plan.

Learning Objectives

  • You will be able to describe significant economic development incentive credits.
  • You will be able to identify opportunities for investing in economic development incentive credits.
  • You will be able to discuss how to develop a winning proposal for investing in economic development incentive credits.
  • You will be able to explain how to create a project plan for implementing economic development incentive credits.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Understand the Background of the Economic Development Incentive Investor
  • Financial Picture of Investor
    • Mission of Organization
    • Internal and External Stakeholders
The Universe of Government Funded Economic Development Incentive Credits
  • Federal Research and Development (R&D) Credit
    • The Other Big Three Federal Tax Credits – Alternative Energy, Historical Preservation, and Low-Income Housing
    • Other Credits – i.e. Job Hiring, Economic Development
Putting It All Together
  • Crafting Your Compelling Proposal
    • Creating a Financial Forecast With Return on Investment Including IRR and NPV
    • Develop a Worst-Case Scenario
    • Identify the Stakeholders and Create a Project Team to Execute the Plan
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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on April 27, 2015.

Call 1-866-352-9540 for further credit information.

No Credit Available

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, LLC. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 2.0 hours.
     

Who should attend?

This live webinar is designed for accountants, CPAs, attorneys, controllers, CFOs, tax managers, finance directors, presidents, vice presidents, CEOs, business owners, bookkeepers, financial planners, and tax preparers.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John P. Garcia, CPA, M.B.A.

John P. Garcia, CPA, M.B.A.

Corporate Tax Advisors

  • More than 25 years of experience providing services to major multinational corporations such as Billabong, Nixon, Targus, Marriott, Dial, Henkel, The University of Phoenix, and CPE, Inc
  • Conducts regular seminars and workshops on the following: Tax Aspects of the CARES Act, Accounting for Income Taxes – ASC 740/FAS 109; International Taxation; State and Local Taxation; Uncertain Tax Positions – FIN 48 and Transfer Pricing
  • Wrote the SRR Journal, Fall 2016, How to Properly Capitalize Subsidiaries Without Getting Ensnared in the Earnings-Stripping Rules; California CPA magazine, June 2013, An Integrated Database Solution to Global Withholding Compliance; and Thomson Reuters, Corporate Taxation, December 2009, Green Corporate Tax Incentives-Wind Technologies
  • Member of Arizona Society of CPAs and AICPA
  • M.B.A. degree in international business; B.S. degree in accounting and finance, University of Maryland College Park
  • Can be contacted at 877-728-1400 or [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 407440
Published 2015, 2020
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