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R&D tax credits in the AEC sector can be used for various innovative projects, including custom system design and innovative construction methods.
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This case study explores how Source Advisors transformed R&D tax credits challenges for a medical instrument-specific contract manufacturing company into financial assets.
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This case study explores how Source Advisors secured R&D tax credits for a reputable electrical contracting company, highlighting the potential for innovation in the industry.
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This case study explores how Source Advisors assisted an experienced electronics manufacturer in claiming substantial R&D tax credits.
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This case study demonstrates how Source Advisors assisted a seasoned hedge fund in identifying untapped value through R&D tax credits in the high-stakes hedge fund management industry.
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This case study reveals that Source Advisors discovered untapped R&D tax credits for a chemical company focused on eco-friendly products, highlighting the potential of these companies in environmental sustainability.
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Source Advisors transformed the R&D tax credit landscape for a leading health and pet care company, highlighting the importance of innovation in the well-being industry.
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R&D is crucial for electronic product manufacturing, but identifying qualifying activities for R&D tax credits remains a challenge for many companies.
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Mechanical and industrial engineering firms often struggle to identify and effectively claim R&D tax credits for complex systems, despite the industry’s constant innovation.
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R&D significantly advances metal fabrication methods, but claiming tax credits in this complex industry requires detailed assessments of manufacturing processes and product designs.
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The mortgage banking industry is not widely recognized for its R&D efforts, but many companies, particularly in software development, are actively engaged in this field.
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Source Advisors helped a plastics industry leader increase their R&D tax credits by redesigning customer prototypes and developing new fabrication techniques.
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The Tool & Die industry is a hub of innovation, but many firms are unaware that their R&D efforts could qualify them for substantial tax credits.
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In the Architecture & Engineering industry, R&D is a cornerstone of innovation. Yet, understanding and claiming R&D tax credits can be a labyrinth. This detailed case study unpacks how Source Advisors navigated these complexities to secure substantial financial benefits for a structural engineering firm.
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The tax landscape for blockchain development companies is complex and often misunderstood. Dive into this case study to understand how Source Advisors cracked the code to reveal significant tax savings for a FinTech startup specializing in algorithmic cryptocurrency trading.
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Despite the perceived simplicity of bowling as a sport, the development of high-performance bowling balls is a complex and multi-faceted endeavor. Dive into this case study to discover how Source Advisors uncovered a gold mine of R&D tax credits for an industry leader in consumer goods manufacturing for bowling.
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When you think of R&D tax credits, breweries may not be the first thing that comes to mind. But dive into this case study to learn how Source Advisors uncovered a goldmine of tax benefits for a flourishing craft brewery engaged in unique R&D activities.
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When you think of R&D tax credits, breweries may not be the first thing that comes to mind. But dive into this case study to learn how Source Advisors uncovered a goldmine of tax benefits for a flourishing craft brewery engaged in unique R&D activities.
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In the Architecture, Engineering, and Construction (AEC) sector, R&D tax credits aren’t just for traditional engineering and design activities. Construction and MEP firms can also claim these benefits for a variety of innovative endeavors, from custom system design to novel construction methods.
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In an industry where well-being is paramount, R&D is the cornerstone for innovation. Discover how Source Advisors transformed the R&D tax credit landscape for an industry-leading company specializing in health and pet care.
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The mortgage banking industry is not typically recognized for its R&D initiatives, yet many companies in this sector engage in extensive research and development, especially in the realm of software development.
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This case study examines how Source Advisors transformed the financial landscape of an 18-building garden-style apartment complex, addressing cost segregation challenges in the property industry.
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This case study examines how Source Advisors utilized Cost Segregation to convert a newly constructed auto dealership’s building costs into significant tax advantages.
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This case study showcases how Source Advisors successfully optimized the acquisition costs of a multi-tenant retail property, resulting in substantial tax benefits.
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This case study showcases how Source Advisors effectively utilized data center construction costs to achieve significant tax savings in the complex world of data center taxation.
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Source Advisors utilized Cost Segregation to leverage tax benefits for a chemical distribution center, highlighting the potential tax implications of custom-built facilities.
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This case study demonstrates how Source Advisors effectively transformed the purchase costs of a modern fitness center into significant tax advantages.
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The Food and Bev Manufacturer utilized Cost Segregation to unlock tax incentives during a complex expansion and retail venture, overcoming financial challenges.
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This case study examines how Source Advisors transformed the financial landscape of an 18-building garden-style apartment complex, addressing cost segregation challenges in the property industry.
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The case study demonstrates how Source Advisors utilized Cost Segregation to convert the construction expenses of a high-end daycare center into substantial tax benefits.
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This case study demonstrates how Source Advisors utilized Cost Segregation to convert construction costs into significant tax advantages for banking institutions.
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Source Advisors has successfully optimized Cost Segregation in office buildings, revealing significant tax benefits for contemporary office complexes, particularly when considering multi-tenant facilities.
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Source Advisors successfully utilized Cost Segregation in the restaurant business, resulting in significant tax savings for a renowned hamburger restaurant.
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The world of apartment complexes presents diverse challenges for cost segregation. This case study revolves around a vast 18-building garden-style apartment complex, showcasing how Source Advisors transformed the financial landscape of the property’s acquisition.
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The tax landscape for auto dealerships is filled with opportunities and pitfalls. This case study explores how Source Advisors utilized Cost Segregation to turn a newly constructed auto dealership’s building costs into a series of significant tax advantages.
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Retail complexes present unique tax challenges and opportunities. This case study illustrates how Source Advisors optimized a multi-tenant retail property’s acquisition costs for substantial tax benefits.
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In the world of distribution centers, having a custom-built facility can lead to some interesting tax situations. See how Source Advisors used Cost Segregation to tap into great tax benefits for a chemical distribution center.
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Tax matters related to fitness facilities can be quite complex. This case study reveals how Source Advisors skillfully converted the purchase costs of a contemporary fitness center into notable tax advantages.
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A global paper product manufacturer has partnered with Source Advisors to explore tax recovery opportunities for overpaid taxes, showcasing their commitment to sustainable production and technology investment.
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This case study explores the IT expenses of a prominent global healthcare distributor in New York, focusing on Source Advisors’ efforts to ensure accurate tax payments and refund opportunities.
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The 2018 Supreme Court ruling Wayfair v. South Dakota significantly impacted sales tax remittance for businesses using SaaS, and Source Advisors assisted a Global Marketing Company in understanding their state and local tax obligations.
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Canadian shoe brand successfully expanded into US market via e-commerce, navigating tax regulations and compliance standards, with Source Advisors assisting in meeting store opening guidelines.
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The top U.S. real estate firm manages properties in major cities and assets for clients like sovereign wealth funds, pension plans, endowments, and multi-managers.
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Arable Labs, a Princeton-based technology start-up, was co-founded by Adam Wolf in 2014, specializing in software engineering and agricultural research and farming heritage.
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In 2019, a Source Advisors partner secured a client with complex U.S. tax compliance needs, identifying value-add opportunities like the Federal R&D Tax Credit, and connected them for a multi-state nexus and credit review.
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The company, a major global paper product manufacturer, has partnered with Source Advisors to identify potential tax recovery opportunities due to overpaid taxes, demonstrating their commitment to sustainable production practices and investment in technology.
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This case study examines the IT expenditures of a leading global healthcare distributor in New York, focusing on the efforts of Source Advisors to ensure accurate tax payments and refund opportunities for overpayments.
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The 2018 Supreme Court ruling Wayfair v. South Dakota significantly impacted sales tax remittance for businesses, particularly those using software as a service (SaaS). Source Advisors assisted a Global Marketing Company in understanding their state and local tax obligations.
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Canadian shoe brand successfully expanded into US market through e-commerce, navigating complex tax regulations and compliance standards. Source Advisors assisted in meeting necessary guidelines for its first US store opening.
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The real estate firm, a top landlord in the U.S., manages properties in major cities like Boston, Chicago, New York, Los Angeles, Las Vegas, Miami, and San Francisco, and manages assets for various clients including sovereign wealth funds, pension plans, endowments, and multi-managers.
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Arable Labs, a technology start-up in Princeton, New Jersey, was co-founded by Adam Wolf in 2014, who later became its Chief Scientist. The company’s unique combination of software engineering expertise and agricultural research and farming heritage sets it apart.
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In 2019, a Source Advisors partner secured a client with complex U.S. tax compliance needs. They identified value-add opportunities, including the Federal R&D Tax Credit, which the client’s prior returns failed to include. The CPA partner connected them with Source Advisors for a multi-state nexus and credit review.
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This case study is for an auto dealership involves analyzing and optimizing various aspects of the dealership’s operations, from sales and customer service to inventory management and after-sales support.
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This case study for a strip mall focuses on evaluating and improving the efficiency of operations across both interior and exterior areas of the mall and the tenants spaces.
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This case study is for a full service hotel and identifies deductible expenses under TPR, improvements, and dispositions, and provides a detailed deliverable for client and tax advisor implementation.
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This case study for an office building focuses on evaluating and improving the efficiency of operations across the interior renovations included carpentry, doors, framing, flooring, concrete, painting, drywall, etc.
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This case study for a quick service restaurant focuses on evaluating and improving the efficiency of operations across cosmetic renovations aimed to refresh outdated finishes and fixtures in the dining, kitchen, restroom, and various parts of the restaurant.
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This case study for a multifamily property focuses on evaluating and improving the efficiency of operations across tenant spaces. Interior renovations included carpentry, doors, framing, flooring, concrete, etc.
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This case study for a strip mall focuses on evaluating and improving the efficiency of operations across both interior and exterior areas of the mall and the tenants spaces.
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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.
