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Financial Services Tax Update

08/17/2022 @ 2:00 pm - 3:00 pm

Join us for this update where we’ll discuss the latest developments in R&D and other various federal and state tax credits, intricate state tax nexus rules, and hear about all of the latest updates affecting the financial services industry.


CPE Information:

Up to 1 hour of CPE credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Refund Policy: As this session is free of charge, no refunds will be issued.


Learning Objectives:

* Recognize the basics of R&D tax credits and cost segregation studies
* Discuss background information regarding various federal and state tax credits and incentives that may be applicable to financial institutions
* Gain a high-level understanding of intricate state tax nexus rules for income/franchise taxes, and sales and use taxes
*Discuss the fundamentals of investing in solar credit deals




For questions or concerns, please contact Kelley Sanders at kelley.sanders@elliottdavis.com



2:00 pm - 3:00 pm


Financial Services