TEI New York Chapter - Federal and State and Local Tax Webinar

When:  Mar 1, 2024 from 10:00 to 11:30 (ET)

Federal and State and Local Tax Webinar

Hosted by FORVIS
Via: ON24
Friday, March 1, 2024
Time: 10 AM -11:30 AM EST

Section 174 - Recently Issued Guidance and State Tax Implications

In this webinar we will review the current provisions of Section 174 and discuss the practical implications of the recently issued guidance contained in Notices 23-63, 24-09 and 24-12. In addition, we will discuss the status and the potential consequences of the proposed legislation on Capitol Hill, the Tax Relief for American Families and Workers Act of 2024.

From a SALT perspective, we will examine the challenges associated with state conformity to Section 174, discuss the constitutionality of Section 174 from a State perspective and consider alternative courses of action.

Finally, we will observe the relationship between Section 174 and Section 41 (R&E Credit) as well as question whether, and to what degree, the changes to Section 174 impact the calculation of the credit.


* Aaron Schaal, Partner
* Adam Quattlebaum, Partner
* Jack Small, National Practice Leader - State and Local Tax

CPE Credits will be granted to participants
Conference Fee: $50 For Non-TEI Members - Credit cards accepted online only. FREE for TEI Members (with a valid TEI Membership ID #) - Keep in mind that membership in the Tax Executives Institute is for eligible individual members.

If you are not a TEI member, click https://www.tei.org/membership/membership/benefits for more information on TEI membership.

To register click: https://teinychaptermeeting3124.eventbrite.com

If there are any questions please contact mgordonbrown@mafgrp.com.


Online Instructions: