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Securing state and local economic incentives is a multi-phase process—one that requires careful coordination between business goals, tax strategy, and compliance. From early-stage planning and location analysis to negotiation and post-award reporting, businesses that follow a structured approach are best positioned to maximize incentive value and reduce risk.
In this webinar, McGuire Sponsel’s Location Advisory Services team will outline a proven five-step framework for navigating the full lifecycle of an incentive-backed project. Attendees will walk away with practical insights into identifying qualifying opportunities, managing program negotiations, and ensuring compliance to preserve long-term financial benefits.
Learning Objectives:
By the end of this webinar, attendees will be able to:
– Define the five key phases of a state and local incentive project: Discovery, Research, Analysis, Negotiation, and Documentation
– Identify how job creation, investment, industry, and location factors impact program eligibility
– Evaluate legal and administrative requirements for incentive applications and award compliance
– Recognize common post-award risks, including clawbacks and reporting failures
– Apply a structured advisory approach to help clients align business expansion with incentive strategies
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