State Tax Incentives: Structuring Activities to Take Advantage of Capital Investment, Hiring and Negotiated Credits
Recording of a 110-minute CPE webinar with Q&A
This course will provide tax advisers and corporate tax professionals with a solid working knowledge of the key tax incentives that individual states provide to corporations and business entities to encourage expansion or relocation within the state. The panel will discuss the primary state-level incentive programs, and detail specific planning opportunities for advisers to leverage in obtaining state tax incentives.
- Hiring credits
- General structure
- Specific program details as an example
- Hot states
- Investment credits
- Hot states
- Incentive overview
- Types of incentives
- Process of negotiating incentives
- Transferable/Refundable Credits
- Common mistakes
- Case studies
- Hot states/areas of focus
The panel will discuss these and other important issues:
- What are the common trends in state tax incentives for new hires?
- How do various states’ negotiated incentive programs work?
- What states are the most active in setting up tax incentive programs?
- Operational and application considerations for participation in state tax incentives
Managing Director, Business Development
Mr. Kimball works with domestic and international clients that seek to increase ROI on capital projects in the US... | Read More
Mr. Kimball works with domestic and international clients that seek to increase ROI on capital projects in the US through incentive negotiation, site selection and incentive compliance. He focuses on maximizing negotiated and discretionary incentives on behalf of his clients. He speaks regularly at educational programs on the topic of incentives.Close
Patric S. Zimmer
Mr. Zimmer has a successful 20-year background in location consulting and real estate development. He focuses on site... | Read More
Mr. Zimmer has a successful 20-year background in location consulting and real estate development. He focuses on site selection consulting, incentive negotiations and industrial brokerage services on behalf of numerous corporate clients. His primary focus involves comprehensive cost analysis between locations and the negotiation of incentive packages with local, state and private agencies.Close
Jennifer A. Zimmerman
Horwood Marcus & Berk Chartered
Ms. Zimmerman concentrates her practice in state and local tax planning and the resolution of state and local tax... | Read More
Ms. Zimmerman concentrates her practice in state and local tax planning and the resolution of state and local tax controversies for multi-state and multi-national corporations. She advises businesses on issues related to all types of state and local tax, and represents clients on diverse income tax matters involving nexus, business/nonbusiness income, apportionment, unitary business principle, combined reporting, federal change reporting and credits and deductions and various sales and use tax matters involving nexus, exemptions, and inclusions and exclusions from the tax base.Close