Jacksonville: Advanced Tax Strategies: R&D Credits, Cost Segregation, and TPP Compliance
3.0 Credits
Member Price $10.00
Non-Member Price $25.00
Overview
Join us for this in-depth program that will provide attendees with timely, practical guidance on two high-impact tax and compliance areas affecting businesses under current law.
R&D Tax Credits and Cost Segregation: Current Law, Planning Strategies, and OBBB Considerations
Credit(s) and Type: 2 Technical Business
Speaker Name: Ian Williams, CPA
Tangible Personal Property: Audit Triggers, Exemptions, and Common Filing Pitfalls for Florida Businesses
Credit(s) and Type: 1 Technical Business
Speaker Name: Tammy Dumm and Am Webster
This session will provide a practical overview of Tangible Personal Property (TPP) reporting requirements with a focus on common audit triggers, available exemptions, and frequent filing mistakes seen by auditors. The presenters will address how leased equipment should be reported and highlight industry-specific issues impacting medical practices, contractors, restaurants, and logistics companies. Attendees will gain insight into how audits are initiated, what documentation is most often requested, and how businesses can reduce risk through accurate and timely filings. The presentation is designed to help practitioners better advise clients and avoid costly compliance errors.
Meal Description:
Coffee and Snacks
Member: $10
Non Member: $25
Chapter Registration Contact
Alina Penjiyeva - alinap@ficpa.org
Register Online
Click "Add to Cart" button below.
Call Member Services at (800) 342-3197.
Notice
Wednesday, January 14th
General Session
- R&D Tax Credits and Cost Segregation
Ian Williams, Director, R & D Tax Credits, KBKGIan Williams
Ian Williams is a Director for KBKG, specializing in Research & Development and employment tax credits. Ian spent eleven years at a Big Four accounting firm specializing in R&D tax credits and fixed asset studies across a variety of industries. He has extensive experience in software, heavy manufacturing, aerospace, automotive, and consumer products industries, as well as defending credit claims with the IRS. Ian earned his bachelor’s and Master’s degrees in Accounting from Samford University and is a Georgia licensed CPA and member of the AICPA.
In his spare time, Ian enjoys traveling and spending time with his wife, Brittany, and their bulldogs, Guinness and Stella. He is an avid supporter of the Atlanta Falcons and Atlanta United and tries his best to find all the best new restaurants in every city he visits.
This session provides an in-depth review of Research & Development (R&D) Tax Credits and cost segregation strategies, with emphasis on recent tax reform developments and One Big Beautiful Bill (OBBB) considerations. Topics include R&D credit qualification criteria, documentation and substantiation expectations, and Section 174 capitalization and amortization requirements, including how enacted and proposed legislative changes may impact treatment of research expenditures.
The presentation also covers cost segregation fundamentals, depreciation timing, and the continued bonus depreciation phase-down, with discussion of how OBBB-related provisions and potential extensions or modifications could affect planning strategies. Practical considerations will be addressed to help CPAs advise clients, manage cash-flow impacts, and navigate legislative uncertainty while minimizing IRS exam risk.
Credits: 2 - Technical Business
This session is available to registrants and their guests
General Session
- Tangible Personal Property Compliance
Tammy Dumm, Duval County Property Appraiser’s Office Tammy Dumm leads the Tangible Personal Property Division, o, Duval County Property Appraiser's OfficeTammy Dumm
Duval County Property Appraiser's Office
Tammy Dumm leads the Tangible Personal Property Division, overseeing compliance with Florida statutes, valuation standards, and audit operations for the county's TPP tax roll.
This session features representatives from the Duval County Property Appraiser’s Office and focuses on Tangible Personal Property (TPP) compliance under Florida law. Topics include filing requirements, exemption considerations, common audit triggers, frequent filing mistakes, and proper reporting of leased equipment. Industry-specific issues affecting medical practices, contractors, restaurants, and logistics companies will be discussed, along with insight into documentation expectations and audit processes to help reduce compliance risk.
This session is available to registrants and their guests
Non-Member Price $25.00
Member Price $10.00