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Free cpece webinars
R&D Tax Credits 201


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 21, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

Navigating the R&D tax credit has become a little trickier with the passing of recent legislation. With returns under increased scrutiny, it’s more important than ever to stay informed and maintain compliance.

This webinar will address advanced topics relating to the R&D tax credit, including the analysis of relevant case law as appropriate. The impact of Section 174 amortization will be addressed at length, and several mitigating strategies will be presented. Finally, a variety of examples drawn from the Treasury Regulations will be analyzed.  

Learning Objectives:  

  • Summarize how to calculate the credit using the RRC and ASC methods 

  • Identify the nuances of contracts and funding as they relate to the credit  

  • Recall the importance of sufficient documentation using examples from relevant case law  

  • Recognize the implications of mandatory Section 174 amortization

  • State a range of industry-specific examples that illustrate key points of the Treasury Regulations  

CLICK HERE for the R&D Tax Credits 101 webinar.
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Jacob Wood, JD

Capstan Tax Strategies
Regional Director of Business Development
(215) 885-7510

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Jacob Wood likes to get into the trenches with his clients.

As Regional Director of Business Development, Jacob works closely with his clients – planning with them, building with them, and celebrating with them. Jacob prides himself on creating long-term relationships, not short-term sales, and his analytical skills and financial expertise allow him to function strategically as a trusted advisor.

In the last decade, Jacob has personally performed or overseen over 2,000 R&D Tax Credit studies, identifying and substantiating over $800 million in federal and state tax credits. Additionally, he specialized in creating excellent experiences for his clients and their friends, engaging hundreds of clients by direct referral. The majority of Jacob’s clients have also gone on to become multi-year partners.

Jacob is a Subject Matter Expert in R&D Tax Credit Law, Canadian SR&ED Credits, and Cost Segregation. He is also a SME in the Architecture, Engineering, Construction, Manufacturing, Software, and Life Sciences industries, though he confesses to a special interest in robotics and automation.

A self-described “lifelong student,” Jacob is continually sharpening his technical skills. He freely admits to loving math, reading The Economist, and considering tax law a “fun hobby.” Jacob is first and foremost a people-person, and using his knowledge to help clients in a positive, productive way is what he finds truly gratifying.

A member of the Texas Bar Association, Jacob holds a Juris Doctor degree from the Indiana University Maurer School of Law and a Bachelor of Arts degree from Duke University.

Happily married to his college sweetheart, Jacob is a busy father of four. In his scant free time, Jacob enjoys running, cooking, and introducing his kids to classic 1980s movies.

About Our Presenter

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Capstan Tax Strategies is a professional services firm that helps CPAs and commercial real estate owners navigate Tangible Property and Fixed Asset Regulations and maximize the tax benefits of real estate holdings.