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Podcast

December 13, 2023

35:42

Speakers: Brooks E. Nelson, Sarah McGregor, Timothy Doran

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.

Article

November 16, 2023

Learn how to withdraw your Employee Retention Credit (ERC) claim with the IRS's new 2023 process. Avoid penalties and ensure compliance with the new guidelines.

Webinar Recording

November 15, 2023

Discover 2023 year-end tax-saving tips for individuals. Prepare for 2024 tax changes with expert strategies. Stay updated on IRS updates and wealth transfer options.

Webinar Recording

November 14, 2023

Learn the strategies that allow you to claim the Employee Retention Credit (ERC) during organizational changes, such as acquisitions or dispositions.