Speakers Bureau

Interested in having us speak at your next event?

Whether you’re a CPA firm looking to educate your associates on the nuances of the credit, or an association looking to educate your members on the credit opportunity and eligibility, Tax Credits Group is happy to serve as an educational community resource to the businesses and associations located throughout the Midwest.

Our experts have extensive experience speaking at various industry events, and are happy to cater sessions to cover a specific area of interest or industry focus.

Recent Speaking Sessions Include:


  •  “Understanding the IRC Sec. 41 R&D Tax Credit – A session benefiting the Industries of Shelby County Kentucky”  – Webinar Event – Sponsored by the Shelby County Industrial & Development Foundation – July 2020
  • The R&D Tax Credit: An Important Cash-Flow Strategy in the COVID-19 ERA”  – Webinar Event – Sponsored by The American Institute of Certified Public Accountants (AICPA) – June 2020
  • Research and Development: A Powerful Tax Savings Tool” – “CPA Conversations” Podcast –  Pennsylvania Institute of Certified Public Accounts (PICPA) -– March 2020 
  • “The R&D Credit: An Essential Tax Savings Tool for Businesses” – CFO Roundtable Event – Held in Akron, Ohio and sponsored by JP Morgan Chase   – February 2020



  • The IRC Sec. 41 R&D Tax Credit – National Tooling & Machining Association Cleveland Chapter Meeting –  Held in Independence, Ohio and sponsored by the NTMA – October 2018
  • “How the new tax reform Act impacts the R&D tax Credit” – Webinar Event – Sponsored by The Ohio Manufacturer’s Association – February 2018
  • The IRC Sec. 41 R&D Tax Credit – CFO Roundtable Luncheon – Held in North Ridgeville, Ohio and Sponsored by JP Morgan Chase – January 2018


  • The “PATH” Forward – Understanding the Recent Monumental Changes to the R&D Credit” – Income tax seminar series  – (Sponsored by Duffy+Duffy, Co-Sponsored by Tax Credits Group.) Held in Detroit, Cincinnati, Columbus, Cleveland, Toledo, Pittsburgh – Fall 2017)
  • “How the R&D Tax Credit can Help Ohio Manufacturers Conserve Cash” – Webinar Event- Sponsored by PolymerOhio – July 2017
  • “The PATH Forward” – Michigan Association of Certified Public Accountants (MICPA) Management Information & Business Trade Show – Spotlight Session – June 2017
  • “R&D Tax Credit Update: Understanding Ways the Recent Monumental Changes Benefit Virginia Businesses” – Webinar Event – Sponsored  by The Virginia Society of Certified Public Accountants (VSPCA) – March 2017




To learn more about our speaker availability, please submit a request through our contact page or call Bethany Jones-Worner at (216) 408-2481