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

For companies that own commercial real estate, multifamily housing, or tenant improvements

Offset the costs associated with building energy efficient properties with these tax credits

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Generate cash by leveraging existing inventory for profit

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174 Update – Notice 2024-12 & Rev Proc 2024-9

Brian Coddington January 5, 2024

174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the Service released both Notice 2024-12 and

A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

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

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Pat Esteban

Director

Patrick joined Source Advisors in 2019 as a senior manager in the cost segregation department. Prior to joining Source Advisors, Patrick gained valuable experience during more than 15 years in Big Four public accounting and other consulting firms, providing tax consulting and valuation services to Fortune 500 within the manufacturing, retail, transportation, pharmaceutical, technology and hospitality industries. Patrick holds a bachelor’s degree in mechanical engineering from Stevens Institute of Technology and has been a LEED Green Associate since 2010.

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