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§ 174 Updates

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 participants to the amortization of specified research and experimental expenditures (SREs) for federal income tax purposes. The relationship of  SREs to the research tax credit will be developed. Other TCJA changes to research-related provisions of the Code will also be discussed.

July 18th, 2024

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:

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

Jim Foster, J.D.

Director Of Tax Controversy

Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has worked in tax incentives such as the R&D tax credit, disaster relief credits, the Employee Retention Credit, and most recently § 174. Jim has been practicing in the general area of taxation and tax law for fifteen years. In that time, he has produced numerous successful tax credit cases for his corporate clients. Further, he has had successful tax audits that range from IRS audits and appeals to state-level tax audits. Prior to joining Source Advisors, Jim worked at two national consulting firms that operated in niche tax incentives. While in law school, Jim worked at a public accounting office where he helped the firm advance in and maintain double-digit growth. Jim received his Bachelor of Science in Political Science from Texas A&M University and his Juris Doctorate from South Texas College of Law Houston. He is a licensed attorney in the State of Texas.

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