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The Sage Thought Leadership Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

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  2. Sage Partner - Brian Kelly on taking advantage of WOTCs

Sage Partner - Brian Kelly on taking advantage of WOTCs

Jan 30, 2024

Brian M. Kelly is the Managing Partner of CMS (Cost Management Services) at iRecruit. Brian has over 25 years of experience in the Human Resources software and tax credit industry. CMS originally sold HR Software, and Work Opportunity Tax Credit Screening, and developed iRecruit for our Sage HRMS customers to meet the need to automate and streamline their recruiting, applicant tracking, and electronic onboarding operations. Brian has a BS in Finance from the University of Central Connecticut. CMS is a member of the Society for Human Resource Management. In his spare time Brian both plays and coaches ice-hockey, and is an avid golfer and boater.

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Summary

  • HR software and tax credits with industry expert Brian Kelly.
    • Brian Kelly discusses his experience in HR software and tax credits with Ed Kless.
  • Work Opportunity Tax Credits and their potential benefits for businesses.
    • Businesses can improve marketing and sales by taking advantage of Work Opportunity Tax Credits, despite being lesser-known and more difficult to implement due to IRS regulations.
  • Tax credits for new hires and their value to businesses.
    • Brian Kelly estimates that small businesses can earn $36,000 in tax credits per year by hiring new employees who qualify for the Work Opportunity Tax Credit.
  • Educating business partners and clients on tax credits and savings.
    • Ed Kless suggests business partners educate clients on tax credits and savings opportunities.
  • Tax savings and heroes in the workplace.
    • Brian Kelly highlights his team's success in saving clients millions of dollars in tax credits and employer savings.