About Event

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Each year, millions of dollars of federal and state R&D tax credits are awarded to members of the Pittsburgh Technology Council. Combined with the KIZ tax credit, these incentives can provide a much-needed source of non-dilutive capital to fuel the growth of regional innovation companies.

Join us for this seminar as we host some of the region’s leading tax experts to discuss the process for applying for Federal R&D tax credits and opportunities to generate cash from the sale of both KIZ and R&D tax credits.

Participants will earn 1 hour of CPE credits.

Location: Pittsburgh Technology Council Office, 100 S. Commons, Suite 172, Pittsburgh, PA 15212

When: January 24, 2024

Agenda:

9:30 a.m. Registration and Networking
9:55 a.m. Welcome and Introductions
- Brian Kennedy, SVP for Operations and Government Affairs, Pittsburgh Technology Council
10:00 a.m. Federal and State R&D Tax Overview
- Jonathan Forman, Managing Director – R&D Tax Credit, Global Tax Management
10:50 a.m. KIZ / R&D Tax Credit Sale Process
- Lindsey Bennett, KIZ Tax Credit
10:05 a.m. Legislative Update (Mandatory Amortization of R&D Tax Credits)
- Lindsay Ries, Director of Government Affairs, Technology Councils of North America
11:15 a.m. Conclusion

Cost:
PTC Members | Free

Contact Information:
For content or logistics questions - Brian, Kennedy, Senior VP, Operations & Strategic Service, bkennedy@pghtech.org
For membership information - Brooke Wozniak, Business Development Manager, bwozniak@pghtech.org
For registration questions - Megan Colf, Director of Event Management, mcolf@pghtech.org
For sponsorship questions - Ashley Steckel, VP of Business Development, asteckel@pghtech.org