Date -
Chapter - Chicago

Event Description






March 2, 2023

1:00 pm - 4:00 pm, followed by a Networking Reception

BDO Oakbrook Office


2023: A Fresh Look at Federal Tax and IRA Updates


3.0 CPE credits in the Field of Tax



The Chicago Chapter of TEI and BDO USA, LLP are excited to host an in-person discussion focused on federal income tax topics relevant to TEI’s membership.

The session will cover the following topics: (a) Research and Expenditure capitalization rules and corresponding updates, (b) Inflation Reduction Act (IRA) energy credits, (c) excise tax on stock buybacks, and (d) 163(j) interest expense limitation planning. The conversation will also include a high level conversation around the various implications of these changes on international tax matters such as FDII, GILTI and FTC.

After this session, attendees will be able to:

  • Discuss IRA provisions and corresponding updated guidance.
  • Evaluate tax accounting methods planning related to section 163(j).
  • Review applicability of new excise tax and energy credits to their business.

Programming will be from 1:00 pm - 4:00 pm, followed by a networking reception from 4:00pm - 6:00 pm. We are looking forward to you joining us for this in-person CPE qualified event.




BDO Oakbrook Office
2715 Jorie Boulevard
Suite 100
Oak Brook, IL 60523




Joe Furey - Managing Director, R&D Tax Services, BDO USA, LLP 
Julie Hegelman - Managing Director, Tax, BDO USA, LLP 
Dale Jordan - Partner, Chicago Tax Market Leader, BDO USA, LLP 
Chad Paul - Partner, R&D Tax Services, BDO USA, LLP
Peter Pentland - Partner and National Co-Leader, Accounting Methods, BDO USA, LLP
Gabe Rubio - Principal, Business Incentives & Tax Credits, BDO USA, LLP




Kara Shively - Event Marketing Senior Specialist, BDO USA, LLP




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