Description
Changes in tax incentives and international trade policy are creating both significant savings opportunities and new financial risks for businesses.
Join us for a timely, practical program featuring experts in tax incentives, transferable tax credits, customs and international trade. This session will examine opportunities businesses may be overlooking to reduce tax liability, along with rapidly changing tariff and trade developments affecting importers, manufacturers, distributors and other companies.
The program includes three (3) CPE-eligible sessions followed by an executive-level briefing on the changing trade and tariff landscape.
Discovering and Improving Savings from the IC-DISC Export Incentive
Presented by Amit Mathur, CPA
Co-Founder/Partner, Quantitax IC-DISC Services
1 CPE Credit*
The IC-DISC export incentive is a permanent federal tax incentive, but many businesses that may qualify either overlook it entirely or fail to maximize the available savings.
Amit Mathur will explore some of the lesser-known eligibility scenarios for IC-DISC, including real-world examples of businesses that may qualify without manufacturing — and even without directly exporting.
Attendees will learn about:
Industries and business activities that may qualify for IC-DISC
Common misconceptions surrounding manufacturing and export requirements
Overlooked eligibility scenarios
Methods for increasing IC-DISC tax savings using information businesses may already have internally
Opportunities for companies in agriculture, engineering, software, distribution, horticulture, food processing, manufacturing and other industries
The session is designed to help business owners, executives and financial professionals recognize opportunities that may otherwise go unnoticed.
Immediate and Permanent Tax Savings: Using Transferable Tax Credits
Presented by Mike Minihan, JD
Founder/Partner, BX3 Transferable Tax Credits
1 CPE Credit*
Why pay $100 in taxes when an available tax strategy may allow you to satisfy that liability for less?
Federal clean-energy tax credits have existed for years, but Treasury regulations finalized in 2024 opened a significant new opportunity by allowing certain credits to be transferred between unrelated taxpayers.
And businesses do not need to be involved in clean energy to purchase and use an eligible transferable clean-energy tax credit.
This session will explain:
How IRS-registered transferable tax credits work
Why clean-energy project developers sell credits they cannot use themselves
How eligible taxpayers can purchase dollar-for-dollar credits at a discount
Typical credit discounts and the potential resulting tax savings
Which businesses and individuals may qualify
Opportunities to carry certain credits back for up to three years and potentially obtain refunds of prior-year tax liabilities
How large corporations are already using these incentives — and why opportunities may be overlooked by small and middle-market businesses and high-net-worth individuals
Credit discounts can potentially range from 8%–12% or more, effectively allowing qualifying taxpayers to reduce the cost of satisfying eligible tax liabilities.
Tariffs & Trade: What Importers and Businesses Need to Know Now
Presented by Damon Piatek
President/CEO, Piatek Customs & Logistics
1 CPE Credit
The trade landscape is changing again, and the financial impact on importers could be significant.
This fast-paced, executive-level briefing will cover current developments affecting importers, manufacturers, distributors and supply chain professionals — with an emphasis on what has changed, what it could cost businesses and what executives should be watching next.
Topics include:
Section 122 Duty Expiration
What expired, who benefited and what additional costs businesses may now face.
New Section 301 Forced Labor Duties
The latest tariff measures, affected products and important compliance considerations.
Potential Section 338 Canadian Retaliatory Duties
A look at emerging Canadian countermeasures affecting U.S. exports, including potential impacts on:
Milk and dairy products
Alcoholic beverages
Automotive and automotive-related products
IEEPA Tariffs – Phase III Updates
Recent developments, implementation timelines and what importers should be watching next.
Who Should Attend?
This program is particularly relevant for:
Business owners and executives
CFOs, controllers and financial leaders
CPAs and tax professionals
Manufacturers and distributors
Importers and exporters
Engineering, software, agriculture and food-processing companies
Supply chain and logistics professionals
High-net-worth taxpayers and their advisors
Whether your priority is finding overlooked tax savings, reducing existing tax liability or preparing for changing trade costs, this program is designed to provide actionable information you can take back to your business or clients.
Thursday, October 22 | 9 a.m. - 1 p.m.
Registration: Free, but required
👉 Optional Breakfast/Networking Hour - 9-10 a.m.
A light breakfast and lunch will both be served - please list any dietary restrictions when you register.
* Seminar presented by Quantitax IC-DISC Services, which will be presented in accordance with NASBA Standards.
Date & Time
Thu, Oct 22, 2026 9:00 AM - 1:00 PM
Venue Details
Piatek Customs & Logistics
3937 River RoadTonawanda, New York 14150
