Self-Study: Current and Emerging Issues in Specialized Tax Planning

Overview

Specialized tax incentives can unlock significant value when applied correctly. In this course, Randy Crabtree, co-founder of Tri-Merit Specialty Tax, shares practical insights into key credits, deductions, and depreciation rules. Participants will evaluate eligibility requirements, stay current on legislative updates, and explore planning considerations tied to energy efficiency, research activities, and refundable tax credits.

Highlights

Prerequisites

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Objectives

• Identify key types of specialized tax credits and deductions available to businesses.
• Recall major factors that influence eligibility, timing, and compliance for tax incentives.
• Recognize how recent legislative changes affect tax planning strategies related to credits and depreciation.
• Identify common considerations when evaluating refundable credits and other tax incentive opportunities.

Preparation

None.