The most sweeping tax changes in years are here. Use this checklist to benchmark your readiness and determine next steps for Section 174, Employee Retention Credit (ERC) risk, and clean energy credits.
New tax legislation is creating both risk and opportunity for mid-market companies across industries. Immediate expensing of R&D. Tightened IRS enforcement on ERC. Accelerated deadlines for clean energy credits.
CFOs and tax leaders who act now will protect cash flow, minimize audit exposure, and unlock valuable credits before they expire.
In this free resource, you’ll get:
- A strategic readiness checklist tailored for 2025 provisions
- Peer insights from online seminar polling across 150+ mid-market companies
- Planning tips for R&D, ERC audit risk, and energy investment timing
- A closing roadmap to align tax, finance, and operations teams
Who It’s For:
- CFOs, Controllers, and Tax Directors
- Companies in manufacturing, life sciences, technology, real estate, and energy
- Any business affected by R&D amortization, ERC claims, or energy incentives
Our Perspective, Your Benefit
Year-End Tax Moves Celebrities and High-Net-Worth Individuals Can’t Afford to Miss
Entertainment, Sports and Media
How the OBBBA Impacts Your 179D Energy-Efficient Building Deduction
Bonus Depreciation
FAQ: How Tax and Tariff Changes Are Impacting Manufacturing CFOs
Bonus Depreciation