§174 Capitalization and Amortization and the Draft Form 6765 for the §41 Credit

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

February 12th, 2025

10:00 A.M. CST | 11:00 A.M. EST

After registering, you will receive a confirmation email containing information about joining the webinar.

Learning Objectives Include:

After this course, the practitioner will:

Prerequisites:

Recommended Credit:

Attendance Policy:

The Complaint Resolution Policy may be found here.

SourceHOV Tax LLC dba Source Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Speakers

Samantha Reece, CPA

R&D and §174 Project Manager

Samantha Reece is a Certified Public Accountant with extensive research & development tax credit and Section 174 experience within several technical industries (architecture, engineering, manufacturing, software, technology, etc.).

She has extensive experience with the history and current state of the R&D Code and Regulations for C-Corporations, S-Corporations, and Partnerships. Further, she closely monitors the status of Section 174, both legislatively and with the Treasury Department.

Samantha joined Source Advisors as a Project Manager in July of 2022. Prior to joining Source Advisors, Samantha worked at Grant Thornton.

Jordan Fazio

Senior Director, Detroit

Jordan became a part of Source Advisors in 2015 and is now a Senior Director for R&D Tax Credit Consulting. His main duties involve guiding CPAs and taxpayers with R&D tax credits and overseeing R&D tax credit projects. Prior to joining Source Advisors, he accumulated eight years of experience in market risk management, software development, and operations within OTC markets. Jordan holds a bachelor’s degree in business administration, focusing on Accounting and Finance from Grand Valley State University.

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