Gulf Coast Chapter: Unlocking Tax Savings: R&D Credits OBBB Impacts & Cost Segregation
2.0 Credits
Member Price $20.00
Non-Member Price $30.00
Overview
This educational event provides an overview of the R&D Tax Credit and Cost Segregation, two commonly overlooked tax strategies that can offer significant benefits to businesses. Attendees will gain a clear understanding of how the R&D Tax Credit works, which businesses may qualify, and how recent tax law changes including PATH Act updates and the Section 174 reversal may impact planning. The session also introduces the fundamentals of cost segregation, explains how depreciation rules apply, and discusses key considerations and the effects of tax reform. The presentation will be led by Jonathan Tucker, MAcc, and Amar Patel, CPA, CCSP. A buffet lunch will be provided, and the event is sponsored by KBKG and First Citizens Bank.
Introduction to and Background of the R&D Tax Credit + OBBB ImpactCredit(s) and Type: 1 Technical Business
Speakers Name: Jonathan Tucker, MAcc
Cost Segregation & the Impacts of Tax Reform
Credit(s) and Type: 1 Technical Business
Speaker Name: Amar Patel, CPA, CCSP
Member Cost: $20
Non-Member/Guest: $30
Chapter Contact
Debi Gardi
debi@gardicpa.com
941-925-2099
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (800) 342-3197.
Event Sponsor
Tuesday, February 24th
General Session
- Cost Segregation & the Impacts of Tax Reform
This introductory course will provide background information on cost segregation, depreciation rules, and how a cost segregation study is performed.
• Explanation of cost segregation, how taxpayers benefit from it, and how it has changed over the years
• Identify tax issues that should be considered with a cost segregation study
• Recognize the potential impact on estate planning
• Discuss the impact of tax reform on cost segregation
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Introduction to and Background of the R&D Tax Credit + OBBB Impact
The R&D credit is often a tax benefit often overlooked by businesses because the application is misunderstood. This presentation is structured to provide an overview of the R&D Tax credit and show which clients are good candidates for a study and why.
• PATH Act Changes to the R&D Credit
• Credit Qualification Criteria
• Qualified Industry Examples
• Calculation Examples
• Section 174 reversal
Credits: 1 - Technical Business
This session is available to registrants only.
Non-Member Price $30.00
Member Price $20.00