BarbriSFCourseDetails
  • videocam Live Online with Live Q&A
  • calendar_month January 20, 2026 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Corporate Tax
  • schedule 110 minutes

Commonly Overlooked State Tax Credits and Incentives: R&D, Investment, Jobs Tax Credits, and More

$247.00

This course is $0 with these passes:

CPE
ALL
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About the Course

Introduction

This course will showcase how companies can boost their bottom line by utilizing often-overlooked state tax credits and incentives. It will also cover specific credits and eligibility requirements for various states.

Description

Many state tax credits and incentives mirror federal equivalents. 

Maximizing profitability and staying competitive are crucial goals for any business. State tax credits and incentives serve as valuable strategic tools in achieving these objectives. However, many companies overlook the significant opportunities available through R&D and other state tax incentives. This course will highlight ways companies can boost their bottom line by leveraging state tax credits and incentives that are often underutilized, equipping businesses to uncover and capitalize on these hidden opportunities.

Listen as our panel of Credits and Incentive experts describes the business activities that most often generate state tax credits, general eligibility requirements, and the steps to claim these credits in specific states.


Presented By

Myunghee Geerts, CPA, MBA
Managing Director
CBIZ

Ms. Geerts is Managing Director, R&D Tax Credits at CBIZ.

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Barry Halpern
Managing Director
CBIZ

Mr. Halpern is Managing Director, State Credits and Incentives at CBIZ. He helps clients obtain state business credits and incentives including investment and jobs incentives, utilities credits, sales and property tax exemptions and abatements. Mr. Halpern has extensive experience advising clients on New York State and New York City tax matters, having successfully represented corporations and partnerships before state taxing authorities and negotiated settlements and penalty abatements. 

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Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

Date + Time

  • event

    Tuesday, January 20, 2026

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. State credits and incentives

a. Statutory and Discretionary Programs

b. Investment and Job tax credits

c. Utility Incentives

d. Training Grants/credits

II. R&D Tax Credits 

a. Federal credit overview

b. Impact of the One Big Beautiful Bill Act

c. Examples of the state R&D credits

III. Case studies


The panel will review these and other critical issues:

·                    Various state incentives and credits, including R&D tax credits

·                    Which business activities generally produce state tax credits

·                    Case studies – maximizing state credits and incentives

·                    Training and Jobs Tax Credits

Learning Objectives

After completing this course, you will be able to:

  • Identify qualifications for Job Tax Credits in specific states
  • Determine the impact of the OBBBA on state incentives and credits
  • Decide which business activities are more likely to be eligible for state incentives
  • Ascertain differences in federal and state R&D credit requirements
  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite: Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of SALT taxation, nexus and apportionment as it applies to multi-state businesses.

BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .