Join CBIZ for this month’s Executive Insights Briefing, where we’ll reveal strategies to optimize your organization’s cash flow and fuel business growth through federal Research and Development (R&D) tax credits — officially known as Research & Experimentation (R&E) tax credits — and state incentive programs.

Who Should Attend

  • CFOs, controllers, finance directors, business owners/founders
  • Middle-market companies across a range of industries
  • Texas-based companies and multistate organizations with operations in Texas

What You’ll Learn

  • Summarize recent federal legislative developments affecting R&D tax credits, including key provisions of the One Big Beautiful Bill Act (OBBBA)
  • Recognize common business activities that may qualify for R&D tax credits by reviewing practical, real-world examples across multiple industries
  • Evaluate opportunities to leverage state and local tax incentives in over 30 states, including Texas-specific incentive programs related to job creation, employee training, capital investment, and business expansion

Don’t miss this opportunity to unlock valuable benefits and accelerate your company’s success!

Agenda

3:30 PM

Registration and Networking

4:15 PM

Educational Session

5:15 PM

Networking and Cocktails