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Explore our extensive library of tax resources put together by our industry thought leaders.

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Blogs

Explore our extensive library of tax resources put together by our industry thought leaders.
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Featured Blogs

Featured Blogs

How to Navigate Property Tax Assessments

Chad Blacklock July 17, 2025

Property tax assessments can significantly impact your bottom line—especially if you’re a commercial property owner, real estate investor, or CFO managing a diverse portfolio. Knowing how these assessments work and how to navigate them is essential for ensuring you’re not overpaying and can open the door to meaningful savings. At Source Advisors, we’ve helped thousands of businesses uncover tax savings

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Real Estate
Chad Blacklock

How to Navigate Property Tax Assessments

Property tax assessments can significantly impact your bottom line—especially if you’re a commercial property owner, real estate investor, or CFO managing a diverse portfolio. Knowing how these assessments work and how to navigate them is essential for ensuring you’re not overpaying and can open the door to meaningful savings. At

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Chad Blacklock July 17, 2025
woman using phone with money signs floating above
Sales & Use Tax
Kamal Shah, CPA

5 Steps to Determine Sales Tax Nexus for an eCommerce Business

As eCommerce continues to grow, so does the complexity of state and local tax compliance. One of the most important considerations for online sellers is determining which states they are required to collect and remit sales tax. This begins with understanding how to determine sales tax nexus, a critical step

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Kamal Shah, CPA July 17, 2025

R&D
R&D
Rachel Bishop, CPA

How to Choose the Right R&D Tax Specialist

Navigating the complex world of R&D tax credits requires more than just general tax knowledge—it demands a deep understanding of IRS regulations, evolving legislation, and the ability to identify and document qualified research activities. Whether you’re a growing technology firm, a manufacturing company, or a CPA looking to better serve

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Rachel Bishop, CPA July 16, 2025
man reviewing 481a adjustment papers with pen
R&D
Matt McKinney

IRC 481 (a) Adjustment For Changes in Accounting Methods

What is a 481(a) Adjustment? A change in method of accounting requires restatement of the tax accounts on the first day of the year of change as if the taxpayer had always used the new method of accounting. A mismatch between the old and new method of accounting will have

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Matt McKinney April 7, 2025

Cost Segregation
Cost Seg
Raul Soto

A Guide to Real Estate Depreciation for Tax Purposes

Real estate depreciation is a cornerstone concept in real estate investment and tax planning. Understanding how it works—and how to maximize its benefits—can significantly impact your bottom line. In this guide, we’ll break down what real estate depreciation is, how it’s calculated, and how investors can leverage it to optimize

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Raul Soto July 17, 2025
Cost Seg
Raul Soto

Qualified Professionals for Cost Segregation

How do I find a qualified professional to perform a cost segregation study? When it comes to performing a cost segregation study, choosing the right provider is crucial. Not only will a reputable provider ensure accurate and reliable results, but they will also help you maximize your tax savings and

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Raul Soto May 18, 2025

Energy
179D
Imran Syed

How is 179D Calculated?  

The 179D tax deduction is calculated based on a commercial building’s square footage and the energy cost savings achieved by improving its envelope, lighting, or HVAC systems. It’s important to note that 179D is not only applicable to building owners. Design firms, such as architects, engineers, and contractors, can also

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Imran Syed September 5, 2024
Person filling out form 8908 at desk
45L
Imran Syed

Form 8908: Instructions Regarding Prevailing Wages

The IRS Form 8908 (also referred to as the Energy Efficient Home Credit) states that “eligible contractors can claim a credit for each qualified energy-efficient home sold or leased to another person during the tax year for use as a residence.” This tax credit is a fiscal incentive designed to

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Imran Syed June 14, 2024

Sales & Use Tax

woman using phone with money signs floating above
Sales & Use Tax
Kamal Shah, CPA

5 Steps to Determine Sales Tax Nexus for an eCommerce Business

As eCommerce continues to grow, so does the complexity of state and local tax compliance. One of the most important considerations for online sellers is determining which states they are required to collect and remit sales tax. This begins with understanding how to determine sales tax nexus, a critical step

Read More »
Kamal Shah, CPA July 17, 2025
sales tax consulting
Sales & Use Tax
Kamal Shah, CPA

Which States Have the Most Complex Sales Tax Laws?

Which States Have the Most Complex Sales Tax Laws? The sales tax landscape in the United States presents a maze of regulations that can differ dramatically from one state to another. Recognizing which states have the most complex sales tax laws is crucial for both businesses and individuals, as these

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Kamal Shah, CPA June 13, 2025

LIFO

boxes in warehouse for lifo
LIFO
Sara Richardson

How Tariffs & Inflation Reinforce the Value of LIFO

Recent tariffs imposed by the Trump administration have reintroduced import taxes on a wide range of goods. While the goal is aimed at bolstering domestic manufacturing, the tariffs come with side effects that ripple through the economy, including increased prices that affect manufacturers, distributors, and retailers. For businesses that rely

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Sara Richardson May 5, 2025
sales tax consulting
LIFO
Sara Richardson

How Inflation Equals LIFO Opportunities for 2024 Tax Year

With overall inflation around 3% for 2024 and prices on the rise for 2025, now is a good time to consider a Last-In-First-Out (LIFO) election if you carry inventory. Even if you are already on LIFO, analyzing the IPIC LIFO method for 2024 could be a great opportunity. IPIC LIFO

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Sara Richardson April 30, 2025

Section 174

person working with floating 174 expenditure bar graph
Section 174
Deb Roth, CPA

Section 174 Explained

What is Section 174? Section 174 of the Internal Revenue Code now defines the treatment of Specified Research or Experimental

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Deb Roth, CPA June 4, 2024
Section 174
Jordan Fazio

Educating Clients on Section 174: A Guide for CPAs 

Understanding Section 174 and Its Impact Section 174 of the Internal Revenue Code governs the treatment of Specified Research or Experimental (SRE) expenditures. The Tax Cuts and Jobs Act (TCJA) of 2017 amended Section 174, requiring businesses to amortize SRE expenditures over time rather than deducting them in full in

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Jordan Fazio February 26, 2025
person working with floating 174 expenditure bar graph
Section 174
Deb Roth, CPA

Section 174 Explained

What is Section 174? Section 174 of the Internal Revenue Code now defines the treatment of Specified Research or Experimental (SRE) expenditures. Section 174 was amended by the Tax Cuts and Jobs Act of 2017 to require amortization of SRE expenditures paid or incurred for tax years beginning after December

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Deb Roth, CPA June 4, 2024

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