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Executive Education Series Webinar
Webinar: Are You Leaving Too Much on the Table? Tax Saving Strategies for Growing Businesses

Minimizing taxes can help provide for capital that can be used to fund growth of your business. We will discuss practical strategies for saving your company real dollars that include:

  • Tax Savings opportunities for US manufacturers
  • R&D Tax credit opportunities you may not have considered
  • Maximizing the deduction for the acquisition of capital assets
  • Determining if your business should be operating in an S Corporation, C Corporation or Partnership

Content for this course is intended for finance professionals at all levels.

Learning Objectives

After completing this course you will be able to:

  • Identify potential tax savings opportunities for a wide range of business operations
  • Recognize when a business is eligible for the Research & Development Tax Credit
  • Understand how to accelerate the tax deduction for the acquisition of capital assets
  • Give proper consideration to whether a business is operating within the correct entity-type
Lewis Taub

Lewis TaubLewis Taub, CPA
Based in our New York office, Lewis has more than 25 years of experience advising closely-held middle-market companies in a wide variety of industries, with an emphasis on consumer products. He has significant experience with tax matters related to private, multistate and multinational pass through entities including S corporations and partnerships, as well as high-net-worth individuals. Lewis also has significant expertise in tax planning for private equity groups that invest in businesses.

Adam Thalman

Adam ThalmanAdam Thalman, CPA
Adam is a manager in our New York Tax Practice with over 10 years of experience in public accounting. Adam provides tax, accounting, and business consulting services to corporations, partnerships and individuals primarily in manufacturing, distribution, technology and real estate industries. He takes a hands-on approach with his clients and is actively involved in tax planning, consulting and gaining an in-depth understanding of their business. Prior to becoming a CPA, Adam owned his own small business and his clients have benefited from the unique perspective that he brings them.


Contact us at You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.


*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoAll webinars are produced using the LearnLive platform. LearnLive is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Archived Recording

Original Air Date:
July 20, 2017

View Recording

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Taxes*

Prerequisites: None

Who Should Attend? CFOs, CEOs, business owners and financial executives

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet-based

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