Northeastern Chapter Use Tax Credits to Reduce Your Business Clients' Tax Burden and Creative Financ

Join us for a two-hour CPE presentation on trending tax credits at the state and federal levels. Leading experts will speak about the work opportunity tax credit, R&D and R&E tax credits. They will also discuss Pennsylvania state incentives, cost segregation, retrofits, and more! Registration includes drinks and appetizers.

See additional biographies for the following spreakers:

Amber Breiner
Executive Director, Carbon County Community Foundation

Charles Barber
President & CEO, The Luzerne Foundation

• History & Background
  • Whose idea was this anyway?
  • Impact on economic growth
• Federal Tax Credits – WOTC (Work Opportunity Tax Credit
  Speaker: Russ Mehnert, Co-Owner and VP Sales at Diversified Payroll Solutions
  • What is WOTC and who can benefit
  • Which industries are most impacted
  • Which employee groups are targeted.
  • Before and After –The process of screening and filing then, and now with technology
  • Additional WOTC information
  • Questions
• Creative Financing for the 21st Century Client 
  Speaker: John Augustine, 111, President and Chief Executive Officer of Penn's Northeast
• This hour-long presentation will focus on new and existing ways to finance a business or help save your client money.
• Topics will include Pa. state incentives, cost segregation, energy audits, lighting retrofits, FinTech, R&D tax credits and more.
• The goal of this seminar is to introduce various ways that you can save your client money or help them finance their business. 
• Attendees will have a better understanding of the different options available to them and what specific steps they need to get started.
• Questions