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Tax Update: Capitalizing on Credits and Planning Considerations for the Year Ahead

Contributors: Anthony J. Licavoli Jr., CPA, Lisa M. Pohl, JD, Alex August, CPA, MBA, Mike C. Powell, CPA, MST, CMP, Gerald Wernette, CPA, CEBS, AIFA®, C(K)P®, CEPA

A strategic tax plan can be complex, especially as we continue to see businesses drive M&A activity, expand operations (many times crossing state and international borders), and capitalize on credits – two recent examples being the Employee Retention Credit and clean energy credits established by the Inflation Reduction Act.

Watch on-demand for a recap, and a look ahead, for tax planning opportunities for businesses to capitalize on.