Join us for our complimentary, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year, as well as provide insights into clients’ most frequently asked questions.
This session will explore key updates to federal and state transferable tax credits, negotiated credits and incentives, new rules for qualified production property, and domestic research expenditures under section 174. Attendees will gain insight into new eligibility timelines, compliance requirements and strategic opportunities for seizing benefits before year-end and prepare for 2025 filings.
Learning objectives
- Identify tax credit and incentive opportunities available for year-end tax planning for federal and state transferable tax credit opportunities.
- Apply planning strategies for domestic research expenditures under revised section 174 rules
- Identify federal and state transferable tax credit and negotiated credit and incentive opportunities
Who should attend
Business owners, CFOs, tax directors, vice presidents of tax, legislative directors, tax professionals and other financial executives
Can’t attend our webinar live? Register to receive a link to the recording.
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.
A certificate of completion will be emailed to you four to six weeks after the event.
Level: Update
CPE credit: One (1) hour total credit
Field of study: Taxes
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly Advisory Group, LP 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: nasbaregistry.org.
More sessions in this series
View the other areas of tax we will be covering through this robust webinar series
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The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.

