Solutions
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

Tax News

Case Studies

Example Tax Forms

Tax Guides

R&D Activities

R&D Tax Credit Map

R&D Tax Credit Calculator

R&D Tax Credit

Section 174 Amortization

UK R&D Tax Credits

Automated R&D Tax Credit Software

Multi-State Business

Sales & Use Tax

Nexus Calculator

Consulting

Compliance

Audits

States/Cities with Unique
Sales and Use Tax Rules

Inventory Management

Last-In-First-Out (LIFO)

Asset Mgmt & Fintech

Asset Mgmt & Fintech

Real Estate Tax Incentives

Cost Segregation

Benefits Calculator

Cost Segregation by State

Fixed Asset Consulting

Tangible Property Regulations

Fixed Asset Review

Energy Tax Incentive Consulting

Energy Certs for LIHTC by State

179D Tax Deductions

Energy Certifications

Investment Tax Credits
& Production Tax Credits

Property Tax

Commercial Property Tax

Business Personal Property
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.

CPA Tailored Services

R&D Tax Credit

Cost Segregation

Fixed Asset Consulting

Energy Efficiency

Sales & Use Tax

Investment Tax Credits
& Production Tax Credits

LIFO

Property Tax

Form Preparation Services

Service Line Collateral

Our list of service line collaterals created for CPAs

Webinars & Events

Upcoming conferences, workshops, and webinars

Real Estate Tax Incentives

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

CPE Course Catalog

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

Tax News

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

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

Webinars & Events

Upcoming conferences, workshops, and webinars

Tax News

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

Tax Guides

Access our library of informative guides on various tax topics

Blogs

Explore articles written by industry leaders on all our service lines

Case Studies

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

Industries

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

Learn More About Us

Meet Our Team

Our people are our greatest asset.

Our Philanthropy

Community outreach and philanthropy.

Careers

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

Company News

Company updates and press releases

Solutions
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

Tax News

Case Studies

Example Tax Forms

Tax Guides

R&D Activities

R&D Tax Credit Map

R&D Tax Credit Calculator

R&D Tax Credit

Section 174 Amortization

UK R&D Tax Credits

Automated R&D Tax Credit Software

Multi-State Business

Sales & Use Tax

Nexus Calculator

Consulting

Compliance

Audits

States/Cities with Unique
Sales and Use Tax Rules

Inventory Management

Last-In-First-Out (LIFO)

Asset Mgmt & Fintech

Asset Mgmt & Fintech

Real Estate Tax Incentives

Cost Segregation

Benefits Calculator

Cost Segregation by State

Fixed Asset Consulting

Tangible Property Regulations

Fixed Asset Review

Energy Tax Incentive Consulting

Energy Certs for LIHTC by State

179D Tax Deductions

Energy Certifications

Investment Tax Credits
& Production Tax Credits

Property Tax

Commercial Property Tax

Business Personal Property
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.

CPA Tailored Services

R&D Tax Credit

Cost Segregation

Fixed Asset Consulting

Energy Efficiency

Sales & Use Tax

Investment Tax Credits
& Production Tax Credits

LIFO

Property Tax

Form Preparation Services

Service Line Collateral

Our list of service line collaterals created for CPAs

Webinars & Events

Upcoming conferences, workshops, and webinars

Real Estate Tax Incentives

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

CPE Course Catalog

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

Tax News

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

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

Webinars & Events

Upcoming conferences, workshops, and webinars

Tax News

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

Tax Guides

Access our library of informative guides on various tax topics

Blogs

Explore articles written by industry leaders on all our service lines

Case Studies

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

Industries

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

Learn More About Us

Meet Our Team

Our people are our greatest asset.

Our Philanthropy

Community outreach and philanthropy.

Careers

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

Company News

Company updates and press releases

Sales Kickoff 2027

jan 19 - 21, 2027

SKO 2027 Source Advisors

location

Ft.Lauderdale florida

Join us in Fort Lauderdale for two focused days of team collaboration, training, and shared learning.

venue and stay

Marriott - Pompano Beach

Enjoy oceanfront accommodations and convenient access to all SKO activities.

SKO AGENDA

Vision and Strategy

Hear from company leaders as they outline the 2027 vision, growth priorities, and key initiatives.

Department Updates

Get aligned with updates from our solution leaders and department heads.

Team Workshops

Participate in hands-on breakout sessions designed to strengthen capabilities and refine sales execution.

Day1

Tuesday, January 19, 2027

Travel & Welcome

By 5:00 PM ET

Arrival

Everyone should plan to arrive by 5 PM ET
6:00 – 8:30 PM

Welcome Reception

Drinks & BuffetPool

Day2

Wednesday, January 20, 2027

General Session & Awards

7:00 – 8:00 AM

Breakfast
8:00 AM – 12:00 PM

General Session
12:00 – 1:00 PM

Lunch
1:00 – 5:00 PM

General Session

Afternoon Snack
5:00 – 6:00 PM

Awards

Toast
6:00 – 8:30 PM

Dinner

Drinks & BuffetBeach

Day3

Thursday, January 21, 2027

Work Sessions

7:00 – 8:00 AM

Breakfast
8:00 AM – 12:00 PM

TBD
12:00 – 1:00 PM

Lunch
1:00 – 4:00 PM

TBD

Afternoon Snack

important info

Our Travel Policy

All travel to SKO must be booked by Source Advisors (Susan Redden at Travel Solutions International)
Only persons traveling via car to SKO are able to be reimbursed for mileage and parking
Car rentals will not be reimbursed
Source Advisors will not reimburse for meals or bar tabs outside of scheduled events and attendees are responsible for any incidentals charged to their hotel invoice

Achieves

Flights

How to Book

Email Susan Redden (sredden@tsiusa.com) with the following information:

Your departure/arrival airport
Your legal name
Your employer
Your birthdate
Your cell phone number
Your seat preference (aisle, window)
Your Known Traveler Number (if you have one)
Your Frequent Flier Number (if you have one)

Please note:

You should plan to arrive in Fort Lauderdale on Tuesday January 19th, and depart after 6pm on Thursday, January 21st
All airfares will be billed to our corporate credit card

SKO 2027 RSVP

Please complete this form to confirm your attendance to SKO 2027.

If you have any questions or concerns, contact Anne Romero at anne.romero@sourceadvisors.com