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Work Opportunity Tax Credit Essentials: Maximize Benefits for Your Clients

Taxes

WORK OPPORTUNITY TAX CREDIT ESSENTIALS: MAXIMIZE BENEFITS FOR YOUR CLIENTS

Available Date(s)

Thursday, February 20, 2025: 3:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax)

CE Credits 1.0 hour

Course Id# - HURS9-T-01792-25-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent

Course Description

This course offers a comprehensive overview of the Work Opportunity Tax Credit (WOTC) program. Participants will explore the tax credit's eligibility criteria, program benefits, and application process. Additionally, recent legislative changes will be highlighted, providing insight into targeted groups eligible for tax credits. By the end of this session, attendees will be equipped with the knowledge to evaluate how the WOTC program can benefit their organization and navigate the application and certification process effectively.

Learning Objectives:

Describe the fundamentals of the Work Opportunity Tax Credit (WOTC) program

Identify the eligibility criteria for employers and targeted groups under the WOTC

Outline the application and certification process for the WOTC

Evaluate recent legislative changes affecting the WOTC program

Mike Shaikh

Armanino
Partner
[email protected]

Mike is a State and Local Tax Partner at Armanino and leads the Indirect Taxes and Credits & Incentives practices. He advises clients on state and local tax matters related to administrative audits, corporate and personal income, property, sales and use, payroll, and business licenses. While starting with a holistic approach to an organization’s multistate tax considerations, Mike also provides guidance concerning individual jurisdictions. He has extensive experience before California taxing agencies, including the California Franchise Tax Board, the California State Department of Tax and Fee Administration, and the California State Board of Equalization.

A frequent author and speaker on SALT issues, Mike has published in numerous national tax publications and has been invited to speak for various associations. He has also been quoted by national publications including NPR’s Marketplace and Law 360. Before joining Armanino, Mike spent his career in the state and local tax groups at global law firms.

Sharvil Sheth

Armanino
Director
[email protected]

Sharvil is a State and Local Tax Director at Armanino and helps to co-lead the Credits & Incentives practice. Sharvil brings over 18 years of multistate tax experience including income, franchise, property, and sales tax. Focusing on driving the most value for clients and assisting in services to review, he has negotiated and secured various U.S. federal, state, and local credits and economic incentives. He has served as an expert to companies in multiple industries, including energy, manufacturing, warehousing, distribution, aerospace, data centers, telecommunications, technology, and fintech. Over his career, he has helped clients secure over $500M+ in savings through statutory credits and discretionary incentives for income, sales, and payroll taxes and through cash grants or utility savings. Before joining Armanino, Sharvil worked for several Big 4 Accounting Firms.

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