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CPE: Year End Tax Planning 2024
Missed a webinar? Don’t worry, we have all our past webinars recorded for you to watch at your convenience. Browse our library of past webinars to keep yourself updated:
Source Advisors presents a one-hour presentation on tax return preparation for real estate clients in 2024. The session covers topics like Cost Segregation, Tangible Property Regulations, Energy Efficiency Tax Incentives, and State & Use Tax Strategies, aiming to create awareness for year-end tax planning activities.
This course will offer a brief overview of Section §179D Commercial Building Tax Deduction, §45L Energy Efficient Home Credit, and §48 Energy Credit.
Intro to State & Local Tax and the Impact of Wayfair
What Auditors Don’t Want You to Know
Introduction to Cost Segregation
§174 Updates
Participants will gain an understanding of the current landscape, legislative updates, and best practices for advising clients on navigating the amortization of § 174 expenses. This course introduces participants to the amortization of specified research and experimental expenditures (SREs) for federal income tax purposes. The relationship of  SREs to the research tax credit will be developed. Other TCJA changes to research-related provisions of the Code will also be discussed.
State and Local Tax Updates and 2024 Trends
During this session, attendees will gain insights into the current state and local tax landscape, recent legislative updates, and recommended approaches for advising clients on state and local tax matters stemming from the groundbreaking Supreme Court Case.
Summary of the Energy Tax Incentives Under the Inflation Reduction Act
During this session, attendees will be provided with an overview of Section §179D Commercial Building Tax Deduction, §45L Energy Efficient Home Credit, and §48 Energy Credit.Â
This webinar is eligible for both CPE Certification, as well as AIA Learning Units Credits
Intro to R&D & Form 6765
This course introduces attendees to the Research & Development Tax Credit under IRC § 41. Attendees will learn the history and evolution of the R&D Tax Credit since its inception in 1981. Attendees will further learn how to identify qualifying activities under the Four-Part Test as well as the types of qualified research expenses. Examples of developmental life cycles and case studies will be presented. Calculation methodologies will be presented for both income tax and payroll tax claims. The impact of IRC § 174 as well as proposed changes to the Form 6765 will be covered.
§174 Legislative Update and 2023 Recap
Participants will gain an understanding of any current legislative updates, any new regulations or sub regulatory guidance, and best practices for advising clients on tax accounting changes involving depreciation, the ERTC, R&D costs, and the §163(j) business interest deduction limit.
Uptick in Cost Segregation Audits
Participants will gain an understanding of the current landscape and best practices for advising clients on how to handle cost segregation audits in light of the increased post-IRA IRS funding.
Due Diligence Readiness: Navigating State and Local Tax Complexities in M&A Deals
Participants will gain an understanding of the current landscape regarding reliance on specialty software tools in the tax preparation arena.
Current State of Depreciation for Commercial Real Estate 2023
This course introduces practitioners to cost segregation studies. Practitioners will learn how to measure the benefit of a cost segregation study, when it applies, and the general principles upon which the study is based.
The SALT Landscape 5 Years After Wayfair
This course introduces practitioners to cost segregation studies. Practitioners will learn how to measure the benefit of a cost segregation study, when it applies, and the general principles upon which the study is based.
Sales Tax Consideration for Software Companies
Whether you’re a successful $100M software empire or a $1M start-up, this presentation will provide you with invaluable advice on managing your sales tax process. Sales tax on software and SaaS products continues to be one of the most misunderstood areas of our practice. We consistently see companies making mistakes that cost them millions in taxes, penalties, and interest.
Section 174 Updates in Notice 2023-63
Participants will gain an understanding of the current landscape, legislative updates, and best practices for advising clients on navigating the amortization of 174 expenses. This course introduces practitioners to the amortization of research & experimental costs for federal income tax purposes. The relationship of expense amortization to the research tax credit and other cost capitalization/tracking rules will be developed. Other TCJA changes to research-related provisions of the Code will be discussed.
Please join Source Advisors for a townhall webinar on the recent updates to the §174 amortization rules in IRS Notice 2023-63. Enjoy an opportunity for Q&A with Source Advisors’ specialists
In today’s rapidly evolving economic landscape, innovation and intellectual property play a crucial role in driving economic growth and competitiveness. For businesses operating in Indiana, the state offers a unique incentive that provides a tax exemption for patent-related income. This webinar aims to provide a comprehensive understanding of this exemption, outlining its benefits, eligibility criteria, and implications for businesses.
Source Advisors provides firms with deep dives into various tax credits in 1 hour CPE Sessions
