• videocam Live Webinar with Live Q&A
  • calendar_month July 22, 2026 @ 1:00 PM ET/10:00 AM PT
  • signal_cellular_alt Intermediate
  • card_travel Tax Preparer
  • schedule 110 minutes

Tax Strategies for Breweries: Depreciation, R&D Credits, and Compliance in a Post-OBBBA Environment

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$167.45
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Discount expires 7/8/26

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About the Course

Introduction

This webinar will examine the unique federal tax issues faced by breweries and craft beverage producers, focusing on planning strategies to reduce tax exposure while supporting growth and operational efficiency. Our panel of brewery tax advisers and industry specialists will address how recent OBBBA changes, including depreciation rules and updated R&D credit requirements, impact brewery operations, capital investments, and product innovation.

Description

Breweries operate in a highly regulated environment and face layered tax obligations, including federal excise taxes. At the same time, breweries often invest heavily in equipment, facilities, and new product development—making them strong candidates for depreciation planning, cost segregation, and research and development credits. Recent legislation under OBBBA has altered the timing and availability of key depreciation benefits and refocused attention on R&D documentation and capitalization rules, increasing both opportunities and compliance risks for brewery owners.

In addition, brewery owners and their tax advisers must consider current tax considerations affecting brewery operations, including excise tax compliance, entity structuring, and common audit triggers in this highly scrutinized industry. 

Listen as our panel of craft beer business and tax experts points out critical tax considerations involved in opening, operating, expanding, and exiting a brewery.

Presented By

Josh Harbin
Senior Manager
Moss Adams LLP

Mr. Harbin has worked in public accounting since 2012. He specializes in tax credits and incentives, including federal and state research and development (R&D) tax credits, research and experimental expenditures (IRC Sec. 174), and employee retention tax credits. Mr. Harbin has served clients across many industries, primarily focusing on agriculture, food & beverage, wine, beer, & spirits, technology, life sciences, and manufacturing. 

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Derek White
Principal
Withum Smith + Brown, PC

Mr. White has over 16 years of experience specializing in ASC 740 and associated income tax footnote disclosures for financial statement audits, federal and state tax compliance, and consulting services to mid-market companies, private and public companies, and startups in a variety of industries including Consumer and Industrial Products (including manufacturing and restaurants), Life Science, Technology, and Real Estate. He also has experience in Merger and Acquisitions and individual tax consulting for high-net-worth individuals and the owners of many clients he works with. Mr. White also has significant, non-tax experience in assisting private companies setting up business plans and financial/accounting goals within organizations. He works closely with many of his small business clients' owners and investors.

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Credit Information

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

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

Date + Time

  • event

    Wednesday, July 22, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. Breweries: an introduction to the industry

II. OBBBA provisions

III. General business strategies

IV. Tax saving opportunities

A. Cost segregation

B. Research and development credits

C. Other opportunities

VI. Best practices

The panel will review these and other critical issues:

  • Strategizing new lines, equipment purchases, and acquiring kegs
  • How breweries are ideally suited for the research and development credit
  • Handling taxes applicable to the beer industry, including alcohol excise and sales and use taxes
  • Structuring considerations for craft brewers
  • Planning equipment purchases and facility improvements under OBBBA, maximizing Section 179 and bonus depreciation
  • New federal rules for the treatment of R&D expenses, and the strategies and credits breweries can use to reduce taxes

Learning Objectives

After completing this course, you will be able to:

  • Identify specific processes qualifying for the R&D credit
  • Determine how recent OBBBA depreciation changes impact brewery equipment and facility investments
  • Decide when buying could be better than leasing kegs
  • Ascertain when organizing an LLC may be a viable structuring alternative


  • 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 individual income taxation, including itemized deductions, individual income tax credits, net operating loss limitations including carrybacks and carryforwards.


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.

IRS Approved Provider

BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

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 .