[1 Hour Free CPE Credit]



The IRS has heightened substantiation requirements for complex credits, prompting many businesses to seek AI shortcuts. This webinar explores the new landscape, highlights potential pitfalls of AI solutions, and guides CPAs on when to leverage AI responsibly. Learn to balance compliance with efficiency in this critical area.



Learning Objectives:



<ul>
<li>Understand the new substantiation requirements for complex credits</li>



<li>Explore the IRS&#8217;s own use of AI in processing claims</li>



<li>Evaluate the appropriate role of AI for your CPA firm</li>
</ul>



Secure your spot for July 12th at noon CT.

AI, R&D, & The IRS – Cutting Edge or Compliance Nightmare?

Sonny Grover

Chris Stephenson, Managing Director of AI & Digital Services

Managing Director of AI &#038; Digital Services

Chris Stephenson

Darren Guillot, alliantgroup National Director, Former IRS Deputy Commissioner of the Small Business/Self Employed Division

alliantgroup National Director 
Former IRS Deputy Commissioner of the Small Business/Self Employed Division

Darren Guillot

Eric Hylton, alliantgroup National Director, Former IRS Commissioner of the Small Business/Self Employed Division

alliantgroup National Director 
Former IRS Commissioner of the Small Business/Self Employed Division

Eric Hylton

Everyone is coming out of the woodwork with AI tools and solutions that are going to “revolutionize your business.” But where does AI fit in your business and where would it be a bad idea? alliantgroup has deployed nearly 40 AI solutions across our firm, but we’ve also had experiments that just haven’t worked out.



Join us in a webinar led by Chris Stephenson, our Managing Director of Intelligent Automation, AI, and Digital Services, to talk through healthy and potentially damaging applications of AI in 2024.&nbsp;



Chris brings over 25 years of experience in the field and has been instrumental in our own journey with AI tools.&nbsp; He’ll be joined by former IRS Commissioner of SB/SE Darren Guillot, as well as NSCA CEO Chuck Wilson. Chris will talk through existing and new use cases, how AI models are designed, trained, and monitored for accuracy, and can cover potential gaps that need to be filled with human judgment.&nbsp;

AI Gold Mine or Landmine? Smart Applications and Risky Ventures

Jamie Fowler, Vice Chair of Intelligent Automation & Artificial Intelligence

Vice Chair of Intelligent Automation &#038; Artificial Intelligence

Jamie Fowler

Chuck Wilson, Chairman of Technology; and Executive Director of the National Systems Contractors Association

Chairman of Technology 
Executive Director of the National Systems Contractors Association

Chuck Wilson

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The R&amp;D tax credit and deduction are crucial for SMBs, driving innovation, employment, and growth. Unfortunately, the 2017 Tax Cuts and Jobs Act introduced amortization for Section 174 expenses, adversely affecting SMBs dependent on these refunds for research and operational improvements.



A bipartisan bill to amend Section 174 remains pending in the Senate, causing widespread uncertainty. In this video, former Senior Counsel to the Senate Finance Committee Dean Zerbe and former Congressman Rick Lazio give their updated timeline on the Senate vote.

Update on Senate Vote for 174 Tax Bill

Dean Zerbe, alliantgroup National Managing Director, Former Sr. Counsel, U.S. Senate Finance Committee

alliantgroup National Managing Director 
Former Sr. Counsel, U.S. Senate Finance Committee

Dean Zerbe

Rick Lazio, alliantgroup Sr. Vice President, Former U.S. Congressman

alliantgroup Sr. Vice President 
Former U.S. Congressman

Rick Lazio

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In a recent statement, Sharyn Fisk draws attention to the crucial responsibility that CPAs hold in ensuring their clients are safeguarded when it comes to Employee Retention Credit (ERC) claims. This timely reminder underscores the importance of proactive measures that CPAs must take to protect both their clients and their financial well-being.



Fisk&#8217;s message underscores the importance for CPAs to act swiftly and decisively to secure the best outcomes for their clients. In instances where CPAs may be uncertain about maximizing value for their clients during ERC claims, seeking assistance from experts like alliantgroup can offer invaluable support and expertise.



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Sharyn Fisk Highlights CPAs’ Role in ERC Claims: A Timely Call to Action

In this informative session, we will be diving into Section 41 which rewards food processors for their everyday activities. This incentive gives companies the resources they need to increase company value, invest in new equipment, attract, and retain technical talent, and continue innovating. Join Former Congressman Rick Lazio and alliantgroup Managing Director, Tracy Lustyan as they discuss the on how to stay updated on the latest tax relief strategies that are shaping the future of food products industry.



Watch their insights by registering below!

Unveiling Tax Relief Incentives: Empowering the Food Processors Industry for Growth and Sustainability

Tracy Lustyan

Many architects, engineers, manufacturers, and software developers are unaware that recent legislation could put dollars back into their business as early as this year.



The Tax Relief for American Families and Jobs Act of 2024 has passed the House of Representatives and is currently being deliberated by the Senate. Once this legislation goes into effect, Section 41 will again deliver six-figure returns to qualifying companies, especially in the industries highlighted above.



Hear from former Congressman Rick Lazio, alliantgroup Managing Director Brian Aumueller, and MMB-CO Tax Partner Anthony Scinto as they break down the latest legislation, as well as what manufacturers, engineers, architects, software developers should do next to see a benefit this year.



Learning Objectives:



<ul>
<li>What is in the &#8221; Tax Relief for American Families and Jobs Act 2024” bill</li>



<li>How Section 41 benefits manufacturing, engineering, architecture, and software companies</li>



<li>What your next steps should be to take advantage</li>
</ul>



Watch their insights by registering below!

Tax Relief for American Families and Jobs Act

Brian Aumueller

Anthony Scinto

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With a rumored solution for 174 amortizations, the R&amp;D tax credit could put cash back into businesses’ pockets before the next deadline. ERC is coming to an end, but the new tax bill may cut off claims earlier than expected. What does this mean for eligible businesses?



Hear from Former Congressman Rick Lazio, Former Congressman Joe Crowley, and former Sr. Counsel to the U.S. Senate Finance Committee Dean Zerbe as they break down the latest from Capitol Hill. Together, they will be dig into what implications this could have for businesses and CPAS, and what your next steps should be. 



Watch their insights by registering below!

Breaking News from Capitol Hill: Is There Finally a Fix for Section 174? 

Joe Crowley, Former U.S. Congressman; Chairman for Job Creation and Retention

Former U.S. Congressman; Chairman for Job Creation and Retention

Joe Crowley

Many architects, engineers, and the CPAs who serve them do not realize that there are lucrative deductions available through the Section 179D.



Under recently expanded guidance, this deduction can now be worth up to $5 a square foot for businesses who work on public projects, including nonprofits and tribal lands. If your company or your clients have not reviewed their projects in the past year, there is substantial benefit in hearing the latest update.



alliantgroup Senior Director Neil Shah will join former Congressman Rick Lazio to discuss the latest changes to the deduction, as well as the new safe harbor program. If you or your clients work on public projects, including nonprofits and tribal lands, that scope of work could entitle them to potentially game-changing deductions.



Learning Objectives:



<ul>
<li>The latest updates to Section 179D</li>



<li>How architects, engineers, and other contractors qualify for this deduction</li>



<li>Our Tax Court validated study process</li>
</ul>

The Most Permanent and Powerful Deduction: The New 179D

Neil Shah

The healthcare industry was one of the highest impacted by the coronavirus pandemic, and as such pop-up ERC shops have been inundating businesses within this field. ERC has been heavily exploited by these fly by night providers and businesses need to know how the credit has changed including the right questions to ask to remain compliant. 



The recent IRS moratorium on processing ERC claims has left many healthcare providers with concerns about their submissions. To be clear, ERC is still available, but claims should be carefully reexamined for eligibility. For those who have not yet claimed, there is still time but important deadlines are fast approaching. 



Our industry experts will host a technical breakdown of the Employee Retention Credit as it pertains to the healthcare field. Join us as we partner with IAHHC to discuss several recent updates from the IRS to help address the concerns surrounding claims, including withdrawal and payback programs recently released to help those who may have claimed incorrectly adjust them properly before rapidly approaching deadlines.

Unlocking the latest guidance on ERC claims: New Programs and Approaching Deadlines

Sara Khalifa

Changes to the Research and Development Tax Credit and Section 174 are major issues currently impacting engineers and architects. Section 174 has increased tax payments for many business owners, and we want to ensure CPA’s and their clients are aware of the new installment payment program recently introduced by the IRS. With many former IRS commissioners and legislators on our Strategic Advisory Board, alliantgroup has a close pulse on potential fixes on the horizon from Congress. Finding solutions for small and mid-sized businesses has been one of our largest legislative pushes this year. 



We are excited &nbsp;to bring you the latest information surrounding these issues. Join alliantgroup Executive Vice President Sonny Grover for an informative discussion on R&amp;D &amp; 174.

Previous Event

AI, R&D, & The IRS – Cutting Edge or Compliance Nightmare?

Sonny Grover

Chris Stephenson

Darren Guillot

Previous Event

AI, R&D, & The IRS – Cutting Edge or Compliance Nightmare?

Sonny Grover

Chris Stephenson

Darren Guillot

Eric Hylton

Previous Events

AI, R&D, & The IRS – Cutting Edge or Compliance Nightmare?

Sonny Grover

Chris Stephenson

Darren Guillot

Eric Hylton

AI Gold Mine or Landmine? Smart Applications and Risky Ventures

Chris Stephenson

Jamie Fowler

Chuck Wilson

Darren Guillot

Update on Senate Vote for 174 Tax Bill

Dean Zerbe

Rick Lazio