Capstan Live Podcast

Beyond the Spreadsheet with Anthony Graziano, CEO

An industry legend joins us in studio this month. Anthony Graziano, CEO of Integra Realty Resources and longtime member of the prestigious Counselors of Real Estate is here to share his insights on the state of the market — and where opportunity lies.

 

We'll explore:

• Promising verticals for Q4 and beyond — manufacturing, multifamily, and more

• The importance of selective acquisition — and holding on to what you've acquired

• Why retail will never really go away — and how to make the most of it

• The #1 piece of advice he'd give an investor today

Don't miss this opportunity to hear from one of the most respected real-estate minds in America.

Beyond the Spreadsheet with Tracy Hooper

Tracy Hooper, founder of The Confidence Project, joins us in studio to share her skills for building individual confidence and a confident office culture. Tracy's most recent book, The NOW Hello, is the confidence playbook for 2025, teaching us how to present ourselves in the world of work today. 

 

Join Tracy as we explore:

• How confidence can be learned

• Why it's not "bragging" — it's educating others about what tax pros have to offer

• Zoom etiquette today — and how to stand out of the crowd

• Words to Lose — you may be undermining your own credibility by choosing the wrong turn of phrase

 

Small actions can make a big impact on how you are perceived. If you want to elevate your confidence and build your credibility — this is a must listen.

Positioning Clients for Success Under the New Tax Law: A Capstan Roundtable

The new tax law has got everyone talking -- including today’s all-star lineup. Capstan team members Sean Lichterman, Gina Maurino, and Bill Harbeson are here to discuss making the most of the OBBBA. Whether it’s Cost Segregation, R&D Tax Credits, or Energy Incentives, a thoughtful approach is key, with an eye to timelines and documentation.

Funding Sustainability: Beyond the Spreadsheet with Stephen Arrivello and Brad Molotsky

We're joined by a panel of experts in this special episode exploring the intricacies of energy-efficient development financing:

• Stephen Arrivello of PACE Equity is here to explain the benefits and applications of C-PACE financing, and explore how it compares to traditional funding sources.

• Our own Bill Harbeson joins the conversation, weighing in on how C-PACE complements incentives like Cost Segregation, 179D, and the ITC/CEIC.

• Brad Molotsky of Duane Morris moderates this fascinating discussion, painting a picture of what's possible for the savvy investor — C-PACE on the front end AND tax incentives on the back end, to maximize benefit.

 

Goodbye ITC, Hello CEIC: Two Versions of the Solar Panel Credit

Director of Energy Incentives Bill Harbeson returns to Capstan Live to explain what's changed — and what hasn't — regarding renewable energy system Credits. Join us as Bill explains:

1. How to employ a 5x savings multiplier

2. What to consider when planning a project

3. The role cost seg plays in claiming the ITC/CEIC

4. Why savvy taxpayers will claim this Credit sooner than later** (this episode was recorded prior to the release of the House Tax Bill, but Bill Harbeson's predictions are spot-on) 

Want to maximize benefit while remaining in a defensible position? Listen in.

Beyond the Spreadsheet with David Hartmann, CEO

David Hartmann has built a custom software empire that boasts some amazing numbers:

• 5 consecutive years on the Inc. 5000 list of the fastest-growing private companies in the nation

• 96% employee retention rate

• 0 team members let go during Covid

• 9 day team retreat at a castle outside Paris

 

David shares his secrets to success — and which French castles sleep 60 — in this special episode.

Listen in to discover:

• Why aligning with employee passions drives company growth

• The utility of a solid referral system for finding clients — and for finding talent

• How to take transparent career-pathing to the next level

• The importance of checking in with other leaders — and sometimes checking out entirely

EV Charging Station Credit: Speeding to Savings

Director of Energy Incentives Bill Harbeson returns to Capstan Live to walk us through the EV Charging Station Credit. Many areas are starting to mandate EV charger installation in new developments — why not get paid back?

Join us as Bill explains:

• How to benefit from a little-known apprenticeship exemption

• That time may be of the essence when it comes to eligible project locations

• The nuances that must be considered to avoid dangerous "double dipping"

• Why fees that are too high or too low are equally concerning — and how to find a provider that's just right

Considering getting in on the EV craze? Want to advise your clients? Join Bill for a 20 minute overview that will get you up to speed.

Beyond the Spreadsheet with Margo McDonnell CRE, CES

Margo McDonnell is a respected author, speaker, and subject matter expert who has been facilitating 1031 exchanges for over 3 decades.  She spearheaded the effort to establish a national certification to regulate her industry – the “CES” – and is one of less than 200 Certified Exchange Specialists in the US.   

 

Listen in as Margo:

-        Debunks common 1031 misconceptions

-        Explains why the process is simpler than people think

-        Speculates about what the new administration might mean for 1031s

-        Explores flexible 1031 applications you never considered

Beyond the Spreadsheet with Robyn D. Jefferson, CPA

According to a 2022 study on cnbc.com, accounting is perceived as the second most boring job in the world, right below data entry. Robyn D. Jefferson, CPA, is on a quest to give our industry's “bad reputation” a makeover.   

 

Robyn singlehandedly built a successful firm on the basis of her personality, and she's here to explain that authenticity — with a focus on entrepreneurship — is the key to attracting the next generation of accountants.  

 

Plus:  

 

• Why it's okay to be selective about your client base  

• What mentorship looks like in 2025 

• The significance of financial literacy in underserved populations 

Capstan's 4th Annual Year End Top Ten Episode

It's everyone's favorite episode — the Year End Top 10! This year Capstan stars Terri Johnson, Bruce Johnson, Jacob Wood, and Bill Harbeson bring wit and wisdom to the pod, hitting on all the highlights of the last 12 months.

 

New to this year's list:

1. How to avoid IRS scrutiny when it comes to land allocation

2. Changes coming to the Investment Tax Credit

3. Why now is the time to make sure your R&D Documentation is on point

 

Also, updates on bonus depreciation, 179D, 1031 exchanges, and more. Plus — our business-friendly legislative wish list — all the details on what we hope to see in 2025.