CPA - small firm
CPA - medium firm
CPA - large firm
In this webinar, attendees will gain the knowledge needed to identify which of their clients can benefit from the various tax credits and incentives available to them and how to value your services to reflect their new advantages. This webinar will demonstrate to attendees how to position pricing for services based on the benefits you bring to your clients. This webinar presenter will cover how to identify clients who can benefit from the R&D Tax Credit, Cost Segregation, Work Opportunity Tax Credits (WOTC), new and enhanced energy incentives under 179D, 45L, and Renewable Energy Tax Credits, and more!
Learning Objectives:
- Outline how to increase your tax advisory services by identifying various tax credits and incentives
- Recognize how many incentives are tied together and how you can bring multiple savings opportunities to clients
- Evaluate cash flow strategies that may be available for your clients through incentives found in the Inflation Reduction Act which can include the transferability and refundability of credits
- Identify how to navigate through misinformation on various tax incentives
- Recognize how to value services based on the benefit of tax saving opportunities
Randy Crabtree, CPA
Tri-Merit Specialty Tax Professionals
Co-Founder and Partner
[email protected]
(847) 637-5677 x126
Randy Crabtree is a co-founder and partner at Tri-Merit Specialty Tax Professionals, recognized for his expertise and contributions to the accounting profession. He is also a well-known author, lecturer, and the host of "The Unique CPA," a podcast that has been broadcasting bi-weekly since 2019 and ranks in the top 5% of the most popular programs worldwide according to Listen Score. This platform allows him to share insights and engage with issues relevant to accounting professionals.
In 2023, Randy was honored by being named to Accounting Today's "Top 100 Most Influential People in Accounting," acknowledging his significant influence within the field. He is the founder and host of the Bridging the Gap conference, designed to facilitate discussions and connections among accounting professionals.
Randy's role as a thought leader is further solidified by his frequent guest appearances on various podcasts, where he discusses industry trends and challenges. His dedication to the profession extends to his service on multiple boards, including the Accounting Cornerstone Foundation, the Firm Growth Forum advisory board, and the CPA Magazine editorial board, where he contributes to shaping the future of accounting education and practice.
He regularly contributes articles to respected publications such as Accounting Today, the AICPA Tax Adviser, CPA Trendlines, and Intuit Accountants TaxPro Center, and is a common figure at conferences and training events hosted by national and state accounting associations and other industry-related groups.
In 2022, Randy's expertise was further recognized through his appointment to the Intuit Tax Council for a three-year term, highlighting his role as an authority in the field of taxation. This position allows him to contribute to broader discussions and initiatives aimed at advancing the accounting profession.
About Our Presenter
Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. We work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming Federal and State engineering-based tax incentives such as the R&D tax credit and cost segregation.
Tri-Merit turns a complex process into a refreshingly straightforward experience, making them a preferred choice among CPAs and companies of all sizes that are looking for ways to improve cash flow.
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.