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Free cpe webinars
Finding Opportunity: Identifying Specialty Tax Incentive Triggers


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 29, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Specialty tax savings abound these days, and a thoughtful CPA doesn’t want to overlook any potential benefit. How can you be sure you’re identifying all appropriate incentives? Materials supplied by your clients often contain clues to prospective opportunities. If you can recognize these triggers, you can alert clients and upper management to unrealized potential. 

Learning Objectives:

  • Summarize hidden opportunities that may be identified by reviewing client-supplied materials

  • Recognize triggers that indicate a firm may be a good fit for the R&D Tax Credit 

  • Evaluate cost-segregation-related materials for additional opportunities or complexities (including 1031 Exchange scenarios) 

  • Identify the relationship between renovations and the TPRs and what client materials will be helpful in leveraging the regulations 

  • Determine how to identify good candidates for an EPAct 179D study

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Todd French

Capstan Tax Strategies
Regional Director of Business Development
(480) 329-2934

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With nearly three decades of experience in financial services and business development, Todd French has learned a thing or two about closing a deal – and it’s not what you might think. Todd isn’t about slick pitches or hard sells.  Communication, fiscal know-how, and rock-solid integrity have been the secrets to Todd’s success. 

Todd makes a point of “seeking to understand” each client’s situation. He then analyzes the facts, and offers customized solutions that are both easily implemented and tremendously impactful.  

Todd began his career in banking, which is where he first learned to “talk numbers.” He enjoyed helping clients make educated financial decisions, and eventually transitioned into brokerage. Todd launched his own firm with a partner, growing the operation to a team of 75 employees and $20M in annual revenue.  

After hearing many clients say that they would love to do XYZ – if only they had the capital -- Todd began to seek out additional revenue streams that might benefit his clients. Tax strategies were the natural conclusion, and Todd never looked back. His diligence, financial acumen, and relationship-first attitude make Todd a trusted advisor to clients nationwide.  

Happily married with a brilliant nine-year-old son, Todd makes his home in Texas. His family enjoys movie nights and cheering on the Dallas Stars and – surprisingly – Manchester United. 

Todd holds Bachelor’s Degrees in Business Management and Marketing from the University of Phoenix.  

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.