
Incentive Compliance from the Other Side of the Table
Securing an economic development incentive is only the beginning. Realizing its benefits takes ongoing attention to agreement terms, performance commitments, and reporting. Host Dave McGuire joins Brian Szymanski and Alicia McFadyen from McGuire Sponsel’s Location Advisory team to discuss incentive compliance from both the consulting and state agency perspectives. Alicia draws on her previous work at the Indiana Economic Development Corporation as they explore common reporting mistakes, business changes that can affect agreements, and options to investigate when filings fall behind. For CPAs and business advisors, the conversation offers practical questions about existing incentives, reporting responsibilities, employee headcount, acquisitions, and credit carryforwards. Brian and Alicia also explain why the details of each agreement matter when evaluating whether benefits can be maintained or recovered. As always, check us out on YouTube , LinkedIn , or Instagram . For today's show notes and more, visit mcguiresponsel.com/letstalktaxpodcast . Thanks for listening. We will see you next Saturday, November 6, for the next Let's Talk Tax episode!






