WEBINAR

The latest OBBB changes introduce new compliance requirements, expanded opportunities, and potential risks for businesses that don’t adapt. 

Join CohnReznick for a practical, insight-driven session that breaks 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.

Live webinar participants are anticipated to qualify for 1.5 CPE credits in the Taxes field of study. See additional details below. 

SPEAKERS

CPE Information

Live event participants can earn up to 1.5 CPE credits in the Taxes field of study.

Program description: The latest OBBB changes introduce new compliance requirements, expanded opportunities, and potential risks for businesses that don’t adapt.  Join CohnReznick for a practical, insight-driven session that breaks 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. 

Program level: Intermediate- Developing subject knowledge 

Prerequisites: At least one year of hands-on experience supporting government contracting planning or implementation activities. 

Advanced preparation: None

Topics to be discussed include:

• Identify the most significant updates introduced under the OBBB legislation affecting R&D tax credits, Section 174, and Clean Energy Tax Credits, and explain how these changes reshape the federal incentive landscape for innovation and sustainability investments.
• Analyze how OBBB-related policy changes intersect with existing R&D and clean energy incentive programs, including implications for credit eligibility, timing, and coordination across tax, finance, and sustainability functions.
• Evaluate the impact of evolving compliance requirements on credit calculations, documentation standards, and audit exposure, and summarize key risk areas for organizations that fail to adapt. 
• Assess how OBBB updates may affect their organization’s tax planning, financial forecasting, innovation initiatives, and clean energy strategies, with attention to both near-term compliance considerations and long-term incentive optimization.
• Apply practical, action-oriented strategies to align tax planning, innovation activities, and sustainability goals in response to OBBB’s new framework, enabling more effective cross-functional decision-making.
• Recognize how leading organizations are adapting their R&D and clean energy credit programs under OBBB, and translate these examples into actionable next steps for preserving and maximizing incentive value.

Instructional Delivery Method: Webinars: Group Internet Based

Course Registration Requirements: Landing pages feature this content prior to CPE credit approval.

Official NASBA sponsor statement, if an approved NASBA sponsor (explaining final authority of acceptance of CPE credits):

CohnReznick 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 board of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

"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.