ON-DEMAND WEBINAR
Staying ahead of OBBB: Guidance on R&D, Section 174 & energy credits
The latest OBBB changes introduce new compliance requirements, expanded opportunities, and potential risks for businesses that don’t adapt.
In this session, CohnReznick members break down what the new rules mean, how they intersect with current credit programs, and what steps you should take now to preserve – and maximize – your incentive strategy.
This webinar is designed for professionals responsible for navigating tax incentives, funding innovation, or sustainability initiatives within their organizations, including:
- CFOs, controllers, and finance leaders seeking clarity on how OBBB updates impact credit eligibility, forecasting, and compliance.
- Tax directors, tax managers, and corporate tax teams overseeing R&D credit claims and renewable energy incentive strategies.
- Sustainability and ESG leaders aligning clean energy investments with evolving federal incentive programs.
- Innovation, engineering, and product development leaders whose activities may qualify for enhanced or updated R&D credit opportunities.
- Energy and facilities managers involved in renewable energy projects, efficiency upgrades, or REC-driven initiatives.
- Business owners and executives looking to maximize available incentives while minimizing audit and compliance risk.
- Advisors and consultants supporting clients in R&D, renewable energy, and tax policy areas.
Recorded on March 18, 2026.
SPEAKERS
Scott Hamilton
Partner,
Practice Leader, R&D
Credit Services
CohnReznick
(Moderator)
Jessie Cahill
Partner,
R&D Credit Services
CohnReznick
Tim Morrison
Manager,
National Tax
CohnReznick
Lee Peterson
Senior Manager, Project Finance & Consulting, Value360
CohnReznick
BE AT THE FOREFRONT
Inside the Business of Sports
Ideas that are changing the game both on and off the field.
The C-Suite Dashboard
Resources for competitive advantage in an evolving world.
CohnReznick Events
Webinars and more that turn complexity into competitive advantage.
CohnReznick Insights
Thought leadership that moves you forward.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
©2026 CohnReznick Advisory LLC, All Rights Reserved.
