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

Excelsior Programs, CA Competes, NY Qualified Emerging Tax Credit, NYC Musical Tax Credit

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$209.95
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Discount expires 11/24/25

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CPE
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Description

Many state tax credits and incentives mirror federal equivalents. More than 30 states offer a research and development tax credit. Generally, the state rules for the credit mirror the federal guidelines, however, some states differ. California, for example, defines gross receipts differently and does not include revenue from software, SAAS activity, service and certain other income. Many businesses are not taking advantage of this readily available, lucrative credit. Furthermore, many companies who would be considering amended R&D credit return claims are struggling to meet the rigorous federal guidelines recently released in Field Attorney Advice (FAA) memo 20214101F.

One commonly offered state credit is the investment tax credit. In New York, the list of eligible property includes R&D property and property used by the taxpayer to produce goods. Taxpayers can often take the credit for purchases they were willingly making anyway. State tax advisers need to be aware of the most common state credits and incentives to help increase cash flow for businesses.

Listen as our panel of SALT 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
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

II. Research and credit

A. Federal credit and recent changes

B. R&D credit in specific states

  1. California
  2. Other states

III. Investment tax credits

IV. Manufacturer property tax credits

V. Job tax credits

VI. COVID programs for targeted industries

VII. Training credits

VIII. Many other common credits and incentives

The panel will review these and other critical issues:

  • Qualifying for the R&D tax credit in CA and other states
  • Utilizing NY tax incentives including Excelsior Program, QETC, ITC, and others
  • Training and job tax credits
  • Manufacturer tax credits available in NY and other states
  • Which business activities generally produce state tax credits

Learning Objectives

After completing this course, you will be able to:

  • Identify specific NY state income tax credits
  • Determine eligibility requirements for California Competes
  • 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 .