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Stay ahead of the curve by registering for our upcoming webinars. From industry updates to in-depth discussions on new tax legislation, we’ve got you covered. Check out what’s coming up next and register to save your spot:
174 Updates from IRS Townhall
Please join Source Advisors for a townhall webinar on the recent updates to the §174 amortization rules in IRS Notice 2023-63. Enjoy an opportunity for Q&A with Source Advisors’ specialists
174 Updates from IRS Townhall
Participants will gain an understanding of the current landscape, legislative updates, and best practices for advising clients on navigating the amortization of 174 expenses. This course introduces practitioners to the amortization of research & experimental costs for federal income tax purposes. The relationship of expense amortization to the research tax credit and other cost capitalization/tracking rules will be developed. Other TCJA changes to research-related provisions of the Code will be discussed.
Missed a webinar? Don’t worry, we have all our past webinars recorded for you to watch at your convenience. Browse our library of past webinars to keep yourself updated:
Exclusive Indiana State Incentive for Patents
In today’s rapidly evolving economic landscape, innovation and intellectual property play a crucial role in driving economic growth and competitiveness. For businesses operating in Indiana, the state offers a unique incentive that provides a tax exemption for patent-related income. This webinar aims to provide a comprehensive understanding of this exemption, outlining its benefits, eligibility criteria, and implications for businesses.
Anniversary of the Inflation Reduction Act: Summary of the Energy Tax Incentives
Participants will gain an understanding of the current landscape, legislative updates, and best practices for advising clients on the Anniversary of the Inflation Reduction Act: Summary of the Energy Tax Incentives
Section 174 R&E Amortization
This course introduces practitioners to the amortization of research & experimental costs for federal income tax purposes. The relationship of expense amortization to the research tax credit and other cost capitalization rules will be developed. Other TCJA changes to research-related provisions of the Code will be discussed. Current legislative and regulatory updates will be covered.
Nuts & Bolts of 1031 Exchanges
This course is an update on the TCJA changes to the §1031 Like-Kind Exchange (LKE) rules, including a discussion of the recently released proposed regulations. The course uses a case study of a typical exchange to develop these topics.
Town Hall – Updates Regarding The Amortization of 174 Expenses And Strategies To Support Your Clients
There has been a lot of movement and discussions regarding the Amortization of 174 Expenses. With the extended due date coming up in a few months, we want to share insight into the discussions that are happening in DC and how CPAs are guiding/supporting their clients.
Understand the Requirements of Energy Star and ZERH Programs
The requirements to qualify for the 45L tax credit has changed due to the recently passed Inflation Reduction Act. Energy Star and Zero Energy Ready Home (ZERH) Certification are the only pathways to qualify for 45L. Now is a great time for architects, engineers, builders, and developers to understand the requirements of Energy Star and ZERH programs.
A Deep Dive into How 174 Affects Manufacturers with Westminster Tools
Section 174 puts U.S Manufacturers at a significant disadvantage compared to their global competitors, as China provides a 200% deduction for R&D expenses for manufacturers, whereas the U.S only allows for a 10% deduction in the current year. Join us in a live discussion with Colby Coombs from Westminster Tools as he shares the direct effects that the newly enacted 174 tax law has had on his business.
Learn How The Life Science Industry Can Maximize R&D Tax Credits and Properly Account For 174 Costs
Companies in the Life Science industry routinely develop unique solutions used as part of lab automation equipment, workflow management software, reagents, and consumable components for diagnostic testing. This makes the Life Science industry a fantastic market segment to explore the benefits of the R&D tax credit. During this workshop, we will explore the R&D Tax Credit for the Life Sciences Industry and the impact of Section 174, plus how to properly navigate the new Section 174 rules.
Ask the Industry Leaders: 174 Amortization
Join us for a LIVE Q&A session as we answer common questions asked about 174 and respond to live questions and comments. You won’t want to miss this!
How to Navigate Amortization of 174 Costs for the Software Industry
The tax law on how software companies account for research and development costs on their tax returns went into effect for the 2022 tax year. Come join us as we discuss the latest changes to amortizing R&D expenses, what it means for those in the software industry space, how to prepare for it, and what to expect.
Updates on 174 Amortization & the Interaction with the R&D Tax Credit
Due to overwhelming response to our last townhall, we are hosting another addition and offering it as a CPE. Changes to 174 rules are important regardless of whether a taxpayer claims the R&D credit, they are still required to amortize the R&D expenses.
Driving Your Firm’s Success by Providing R&D Tax Credits to Your Clients
Explore how you might begin offering R&D tax credit consulting services to your clients via an automated R&D tax credit calculation process!
In this webinar, participants will learn:
Town Hall – Amortizing R&D Costs, Your Taxes, and Your R&D Tax Credit
Five years ago, Congress changed the law on how companies account for research and development costs on their tax returns, but it did not go into effect until 2022. At Source Advisors, companies and CPAs have inundated us with questions on how this new law works, how it impacts companies’ taxes, and when Congress will fix it.
Townhall – 174 Amortization & the Interaction with the R&D Tax Credit
We are bringing inundated with questions related to the pending §174 changes. We are hopeful we will see a change to the law before 3/15; however, we want to be prepared if a legislative fix doesn’t pass before the initial deadlines. Regardless of whether a taxpayer claims the R&D credit, they are still required to amortize the R&D expenses. Consequently, taking the R&D tax credit is in their best interest to offset the income from the amortization.
PART 1 – 1-hour CPE Webinar: 45L & 179D Pre & Post IRA Updates
The requirements to qualify for 45L and 179D has changed due to the recently passed Inflation Reduction Act. Now is a great time to further your understanding of this valuable tax incentive.
1-hr CPE: Inflation Reduction Act & R&D Tax Credit Increased Amounts
Take a deeper dive into the technical aspects of the credit, learn how to differentiate the need for consultative approach versus a do it yourself software program, and ultimately how to grow your practice by expanding your R&D tax credit study offering.
LIFO 1-Hour CPE Webinar: How to Help Businesses Increase Cash Flow During Inflationary Times
Inflation continues to be a hot topic for all of us. Tie the cost of inflation with the concern of profitability, ultimately managing cash flow, and you have many CPAs are revisiting LIFO with their clients. Given that economists are projecting inflation will continue, discussing LIFO with clients is becoming a leading conversation.
Amortizing R&D Expenses Town Hall
We have been fielding a number of questions about what is happening with the new requirements for amortizing research expenses starting in 2022. We hosted a town hall to discuss this and field all your questions.
Source Advisors provides firms with deep dives into various tax credits in 1 hour CPE Sessions