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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.

Construction companies may be overlooking valuable R&D tax credits. Learn how qualifying design-build projects and activities can meet the requirements for the R&D tax credit.

Learn how CPA firms can identify manufacturing clients that qualify for the federal and state R&D tax credits, including qualifying activities, expenses, and common misconceptions.

Iowa R&D Tax Credit rules have changed. Businesses must obtain IEDA certification before claiming the credit, with applications due by September 30, 2026. Learn who qualifies and how to prepare.

Federal cannabis rescheduling could unlock valuable tax planning opportunities for qualifying medical marijuana businesses. Learn what Section 280E changes could mean for credits, depreciation, and business structure.

 

 

AI is reshaping the workforce. Learn how the AI Workforce Training Act could offset AI training costs and help companies stay competitive.

 

 

With the July 6, 2026, deadline quickly approaching, CPA firms must make strategic decisions regarding §174A, which allows certain small businesses to retroactively deduct (instead of amortize over several years) domestic research and development (R&D) costs on their taxes for tax years 2022–2024. After years of amortization requirements that spread expenses over several years, the change creates both an opportunity and new complexities.

 

The Michigan Department of Treasury has released the 2025 R&D Credit proration percentages after claims exceeded the program’s $100 million cap. Learn what the adjusted credit amounts mean, who is affected, and what steps taxpayers should take when filing their Michigan returns.

 

Join us for a technical, post–tax season webinar focused on the legislative developments and planning implications emerging from the One Big Beautiful Bill Act (OBBBA) and related IRS guidance.

The July 6 Section 174 deadline is creating major planning decisions for CPA firms. Dave McGuire and David Seibel break down Section 174A elections, R&D credits, Form 6765 updates, and what CPAs need to do now.