Webinar | 2025 year-end tax planning series
Credits and incentives update 2025
Jan. 13, 2026 · Authored by Diana Walker, Gabriel Sermeno, Brad Elmer, Jarrid McAuliff, Colin Quill
During our complimentary, five-part webinar series, specialists from our tax practice provided an in-depth look at the current state of tax policy and discussed legislative and regulatory developments in the marketplace. These sessions will help viewers 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 explores 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. Viewers will gain insight into new eligibility timelines, compliance requirements and strategic opportunities for seizing benefits before year-end and prepare for 2025 filings.
Presenters
- Brad Elmer, managing director, financial advisory
- Jarris McAuliff, managing director, credits and incentives
- Colin Quill, senior manager, credits and incentives
- Gabriel Sermeno, director, credits and incentives
- Diana Walker, director, credits and incentives
Session 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
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.
