Webinars
CPE: The R&D Tax Credit & Automated Software-February 3rd, 2022
1pm-2pm CST/2pm-3pm EST
Join us Thursday, February 3rd for our latest CPE course. This course will provide an overview of the R&D tax credit rules including the basics of qualified research expenses and qualified research activities. The course will discuss the functionality of the GOAT.tax R&D tax credit software platform and include a full walkthrough of the GOAT.tax system so you can be familiar with what your clients will see.

Deborah Roth, CPA
Practice Leader/Managing Director
deborah.roth@sourceadvisors.com

Alex Pak
Director, Los Angeles
alex.pak@sourceadvisors.com

Riz Malik
Director, R&D Tax Credit Consulting
riz.malik@sourceadvisors.com

Max Vignola
CCSP – Director of Tax and R&D Services
mvignola@bedfordteam.com
CPE WEBINAR: R&D TAX CREDIT AND RECENT UPDATES-DECEMBER 16TH
1-2PM CST
Join us for a CPE course led By Deborah Roth, Brian Coddington, and Moi Romero as they provide an overview of the R&D tax credit including what activities and costs qualify for the credit along with R&D tax credit calculation concepts. We will also discuss the latest guidance released this October by the IRS and how it may change the documentation included in an R&D tax credit study.

Deborah Roth, CPA
Practice Leader/Managing Director
deborah.roth@sourceadvisors.com

Brian Coddington
Director of Tax Accounting Methods & Credits
brian.coddington@sourceadvisors.com

Moises Romero
Tax Controversy Leader Senior Director, Miami
moi.romero@sourceadvisors.com
CPE Webinar: Energy Efficiency Studies-June 10th 10am-11amCST
Join us for a CPE course lead by Charles Duncan and Imran Syed as they provide updates on energy efficiency studies for both commercial and residential properties.
Recorded Webinar: How to Free Up Capital in Commercial Real Estate with CARES Act Provision
Watch recorded webinar discussing implications of the CARES Act on depreciation and how to use its provisions to free up capital in commercial real estate.