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.
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Why Lorman?
Over 37 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 LowIncome 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 WorstCase Scenario
- Identify the Stakeholders and Create a Project Team to Execute the Plan
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Credit
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Why Lorman?
Over 37 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 August 28, 2020.
Call 1-866-352-9540 for further credit information.
- AIPB 1.5
- This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 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.
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; and 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 37 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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