Solutions

CPA Services

Resources

About Us

Solutions

We help clients maximize tax credit savings through expert guidance and a range of services tailored to their needs, ensuring compliance and optimizing benefits.

Resources

CPA Services

CPA Partners

Source Advisors offers tailored solutions, focusing on speed, responsiveness, and flexibility to optimize clients’ tax strategies and maximize returns, fostering lasting relationships.

Our list of service line collaterals created for CPAs

Upcoming conferences, workshops, and webinars

Key tax strategies that can improve cash flow, free up capital, and fund future projects

Stay up to date with industry developments with Source Advisors’ CPE Courses

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits.

Resources

Source Advisors offers a comprehensive range of resources designed to help clients maximize their tax credits savings for their businesses.

Upcoming conferences, workshops, and webinars

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits, we’ve got you covered

Access our library of informative guides on various tax topics

Explore articles written by industry leaders on all our service lines

Learn from real-world examples to understand how we’ve helped our clients navigate various complex tax situations

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

About Us

Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies.

Our people are our greatest asset.

Community outreach and philanthropy.

Join the Source Advisors family! Check out our open positions.

Company updates and press releases

Solutions

CPA Services

Resources

About Us

Solutions

We help clients maximize tax credit savings through expert guidance and a range of services tailored to their needs, ensuring compliance and optimizing benefits.

Resources

CPA Services

CPA Partners

Source Advisors offers tailored solutions, focusing on speed, responsiveness, and flexibility to optimize clients’ tax strategies and maximize returns, fostering lasting relationships.

Our list of service line collaterals created for CPAs

Upcoming conferences, workshops, and webinars

Key tax strategies that can improve cash flow, free up capital, and fund future projects

Stay up to date with industry developments with Source Advisors’ CPE Courses

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits.

Resources

Source Advisors offers a comprehensive range of resources designed to help clients maximize their tax credits savings for their businesses.

Upcoming conferences, workshops, and webinars

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits, we’ve got you covered

Access our library of informative guides on various tax topics

Explore articles written by industry leaders on all our service lines

Learn from real-world examples to understand how we’ve helped our clients navigate various complex tax situations

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

About Us

Our people are our greatest asset.

Community outreach and philanthropy.

Join the Source Advisors family! Check out our open positions.

Company updates and press releases

Back to Webinars

2026 Tax Planning

Source Advisors experts will walk through the latest guidance surrounding the One Big Beautiful Bill Act (OBBBA) and share practical steps to help you prepare your clients for 2026.

January 21st, 2026

12:00 P.M. CST | 1:00 P.M. EST

After registering, you will receive a confirmation email containing information about joining the webinar.

Learning Objectives Include:

After this course, the practitioner will:

Prerequisites:

Recommended Credit:

Attendance Policy:

The Complaint Resolution Policy may be found here.

SourceHOV Tax LLC dba Source Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Speakers

Jordan joined Source Advisors in 2015 and is a Senior Director of R&D Tax Credit Consulting. His primary responsibilities include providing consulting to CPAs and taxpayers looking for guidance on R&D tax credits and managing R&D tax credit projects. His experience prior to Source Advisors includes eight years of market risk management, software development, and operations in OTC derivative markets. Jordan holds a Bachelors of Business Administration degree with a double major in Accounting and Finance from Grand Valley State University.

Imran joined Source Advisors in 2010 and is currently the Managing Director of Energy Services. Imran is a mechanical engineer by trade and has more than 15 years of experience in sustainability and energy-efficient buildings and is a registered Professional Engineer (P.E.). He is a registered Professional Engineer(PE), Certified Energy Member (CEM), LEED AP, HERS Rater, NGBS Verifier, and ENERGY STAR partner. Imran holds a master’s degree in Mechanical Engineering from the University of Michigan – Dearborn.

Contact Source Advisors for a Free Assessment

Embrace the power of tax credit savings with Source Advisors and propel your business towards growth and success. Partner with us today to unlock your company’s full potential.

Back to Webinars

2026 Tax Planning

January 21st, 2026

12:00 P.M. CST | 1:00 P.M. EST

Learning Objectives Include:

Prerequisites:

Recommended Credit:

Attendance Policy:

Speakers

Jordan Fazio

Imran Syed, PE, LEED AP, CEM

Contact Source Advisors for a Free Assessment