Business Credits & Incentives Assessment

Increase Cash Flow with Available Tax Credits and Incentives

Business credits and incentives can help organizations improve financial performance, strengthen cash flow, and reinvest more capital into future priorities.

Whether you're investing in innovation, expanding operations, improving facilities, adding employees, or pursuing energy initiatives, available credits and incentives may provide meaningful tax savings and, in some cases, direct cash refunds for qualifying exempt organizations.

Recent legislation, including the Inflation Reduction Act and the One Big Beautiful Bill Act, has changed the scope, availability, and requirements of many tax incentives. Understanding which opportunities apply to your organization is key to maximizing value and avoiding missed opportunities.

Possibilities may include:

• Research & Development Tax Credit
• New Energy Efficient Home Credit (Section 45L)
• Commercial Buildings Energy-Efficiency Tax Deduction (Section 179D)
• Carbon Capture Sequestration Credit (Section 45Q)
• Clean Electricity/Energy Investment Credits (Section 48E/48)
• Clean Electricity/Energy Production Credits (Section 45Y/45)
• Advanced Manufacturing Production Tax Credit (Section 45X)
• Export Tax Incentives (IC-DISC and FDII)
• State Credits & Incentives
• Utility Sales Tax Exemption Studies
• Low Income Housing Credit (Section 42)
• Cost Segregation
• Fixed Asset Management & Outsourcing
• Employer Credit for Paid Family and Medical Leave (45S)
• 100% Bonus Depreciation
• Qualified Production Property
• Childcare Expenditure Credit

The Business Credits & Incentives Assessment analyzes your organization's past, current, and planned activities to identify tax credits, incentives, deductions, and other opportunities that may improve cash flow and reduce tax liability.

After you’ve completed the assessment, one of our advisors will connect with you to discuss the results and help define your next steps.