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An incentive award is only the beginning. Dave McGuire, Brian Szymanski, CPA, and Alicia McFadyen discuss the reporting details, business changes and client questions that matter after an agreement is signed.

Discover how better client questions can reveal specialty tax opportunities. In our second Season Three Fall Rewind, Dave McGuire revisits conversations about understanding business plans, coordinating incentives and tax planning, and reviewing property assessments.

A $6.6 million headquarters relocation brought high upfront costs. McGuire Sponsel helped an orthodontics company secure $3 million in tax credits and an estimated $413,500 in property tax savings to support its investment and job creation.

 

Take a look at how strategic site selection helped one Midwest manufacturer approach its facility expansion not as a real estate search, but as a full investment decision — weighing labor, transportation, utilities, taxes, and incentives across three states to find the location with the strongest long-term economics.

Business expansion can create opportunities across property tax, fixed assets, incentives, and more. Learn why connecting these strategies early can help CPAs deliver greater value.

A lumber supplier planning to create 23 new jobs at a new Ohio distribution center secured local incentives valued at more than $227,000.

A $6.2 million manufacturing expansion creating 30 new jobs secured a six-year, 65% real property tax abatement in Ohio.

Explore how federal manufacturing tax incentives and varying state tax treatments could shape expansion, investment, and site selection decisions.

See how a clean technology manufacturer secured more than $1.1 million in state and local incentives for a $5.5 million Midwest expansion, including job creation tax credits and property tax abatements that helped improve the project’s overall return on investment.

Join us for six technical webinars designed to help CPA firms navigate evolving compliance requirements, uncover overlooked planning opportunities, and strengthen advisory conversations heading into the second half of 2026.

Incentive Compliance from the Other Side of the Table

Incentive compliance can determine whether a company realizes the benefits it was awarded. After the announcement, businesses still need to understand their agreements, track performance commitments, and complete the reporting required to claim and maintain those benefits.

In this episode of Let’s Talk Tax, Dave McGuire joins Brian Szymanski, CPA, and Alicia McFadyen from McGuire Sponsel’s Location Advisory team to explore what happens after incentives are secured. Drawing on consulting experience and Alicia’s previous work at the Indiana Economic Development Corporation, they explain how compliance requirements translate into day-to-day responsibilities.

The conversation covers common reporting mistakes, including ineligible employees and investments, and how acquisitions, relocations, and other business changes can affect existing agreements. Brian and Alicia also discuss missed filings, examples of companies catching up on reporting in Indiana, and why options vary by program and jurisdiction.

For CPAs and business advisors, the discussion offers practical questions to bring into client conversations: What incentives are in place? Who owns the reporting? Have headcount, ownership, or project plans changed? Are credit carryforwards being tracked?

Watch or listen to the full episode for a closer look at the follow-through that helps clients realize their incentive benefits.

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