Events

Webinars

Explore our upcoming webinars

or catch up with our previously recorded ones

Resources

Webinars

Explore our upcoming webinars or catch up with our previously recorded ones

Upcoming Webinars

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:

Stay tuned for more upcoming webinars!

Tax Credit Guidance Updates

We invite you to join us for an informative discussion where our expert will break down tax depreciation updates from the “One Big Beautiful Bill” (OBBB) and what it means for taxpayers and tax planning.

R&D Tax Credit

Fixed Assets

Guidance Updates

Advanced Sales & Use Tax

End of Year Tax Planning

Past Webinars

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:

Energy Incentives & Credits

Join Source Advisors as we host a CPE on Navigating Energy Tax Incentives Ahead of OBBBA Sunset Dates.

2026 What CPAs Need to Know to be Dangerous

Download this webinar as Kamal Shah, Managing Director of Sales & Use Tax leads us through a 1-hour CPE on: Sales Tax: What CPAs Need to Know to be Dangerous.

2026 Tax Planning

Source Advisors experts will walk through the latest guidance surrounding the One Big Beautiful Bill Act (OBBBA) and share practical steps to help you prepare your clients for 2026.

Year End Tax Strategies for 2025

Download this webinar for a concise year-end planning webinar covering the latest OBBBA guidance. Our experts will walk through key updates affecting depreciation, R&E expensing, and energy incentives, and highlight the must-know considerations to help you prepare clients for 2025.

OBBB Guidance Update

Download this webinar so our Source Advisor experts will break down the guidelines issues from the “One Big Beautiful Bill” (OBBB) and what it means for taxpayers and tax planning.
An Overview of Tangible Property Regulations
This course provides an overview of the Tangible Property Regulations (TPRs) issued by the U.S. Department of the Treasury and the IRS. These regulations govern the capitalization and deduction of expenditures related to tangible property, and they affect virtually all businesses that acquire, produce, or improve tangible property.
CPE Tax Legislation Townhall: Impact of the One Big Beautiful Bill (OBBB)
Download this webinar that discussed the impact of the recently passed “One Big Beautiful Bill” on taxpayers and tax planning, including practical examples and updates on bonus depreciation and R&E expensing.

Sales Tax: What CPAs Need to Know to be Dangerous

Participants will gain an understanding of the history and impact of the Wayfair ruling, key sales tax concepts, how CPAs assist clients, ways to recover overpayments, and important 2025 updates.
CPE: Energy Efficiency Tax Incentives

Join Source Advisors for a webinar discussing § 174 Capitalization and Amortization and the Draft Form 6765 for the § 41 Credit.

Cost Segregation: Maximizing Tax Savings Through Accelerated Depreciation

We look forward to seeing you on May 7th for an informative session covering key aspects of cost segregation, including its definition, applicability, and financial impact. The discussion will also explore its historical and legal background, qualification tests for properties, a case study on asset classification, and the typical timeline for conducting a cost segregation study.
R&D 6765 + 174

Join Source Advisors for a webinar discussing § 174 Capitalization and Amortization and the Draft Form 6765 for the § 41 Credit.

2025 Tax Planning: Cost Seg, Energy, and Sales and Use Tax

Source Advisors presents a one-hour presentation on Tax Season, highlighting services for real estate clients to minimize tax burdens. The session includes industry leaders discussing Cost Segregation, Tangible Property Regulations, Energy Efficiency Tax Incentives, and State & Use Tax Strategies, promoting year-end tax planning activities.

CPE: Year End Tax Planning 2024
Cost Segregation, Tangible Property Regulations, Energy Efficiency Tax Incentives, and Sales & Use Tax Strategies

Source Advisors presents a one-hour presentation on tax return preparation for real estate clients in 2024. The session covers topics like Cost Segregation, Tangible Property Regulations, Energy Efficiency Tax Incentives, and State & Use Tax Strategies, aiming to create awareness for year-end tax planning activities.

Inflation Reduction Act: Commercial and Residential Building Tax Incentives

This course will offer a brief overview of Section §179D Commercial Building Tax Deduction, §45L Energy Efficient Home Credit, and §48 Energy Credit.

Intro to State & Local Tax and the Impact of Wayfair

This course will offer a brief intro to State & Local Tax and the Impact of Wayfair.

CPE Course Catalog

Source Advisors provides firms with  deep dives into various tax credits in 1 hour CPE Sessions

R&D Activities
Multi-State Business
Inventory Management
Asset Mgmt & Fintech
Real Estate Tax Incentives
CPA Tailored Services