Capstan Live Podcast

Short Takes: Triple Net Lease Properties

Bruce Johnson returns to the podcast to discuss triple-net-lease, or "NNN" properties.

 

• What makes them such attractive investments?

• Why are they great cost seg candidates?

• What makes retail pharmacies and quick-serve restaurants particularly asset-rich?

• Will Bruce be persuaded to invest in a Dunkin' Donuts franchise? 

 

All these questions and more will be answered in a tight 15 minutes.

Hot Industries for R&D: Manufacturing and Custom Product Design

The R&D Tax Credit was initially created with manufacturers in mind, and today manufacturers claim 70% of all R&D Tax Credits. Jacob Wood, JD, returns to the Pod to explain:

 

1. What types of manufacturers can qualify

2. Potential scope of savings

3. The taxpayer-friendly implications of the "Substantially All" rule

4. Why a company's problem-solvers are key to claiming the credit

 

And more!

Hot R&D Industries: Food and Beverage

Commercial food and beverage production is all about innovation, making it a great source of R&D Tax Credits. Capstan Regional Director Jacob Wood (jwood@capstantax.com) returns to the pod to give us the (ice cream) scoop on R&D in Food and Bev:

1. Qualifying activities throughout the supply chain — from formulations, to scaling up, certification testing, packaging, and more

2. The finer points of R&D in breweries, wineries, and distilleries

3. Unique challenges in the frozen food industry that present R&D opportunity

4. Real life examples that explore the scope of savings possible

 

Don't listen while you're hungry, but do listen.

Hot R&D Industries: Software Development

Software is everywhere. And the constant innovation and improvement involved in software development makes it a perfect industry for R&D Tax Credits.

 

Join Regional Director Jacob Wood (jwood@capstantax.com) as he discusses:

1. Which activities apply for the R&D Tax Credits

2. The nuances of internal-use software

3. What kind of savings software companies can expect

4. The modified credit for small software startups

5. Suggested documentation software firms should have available

6. Next steps for learning more

 

A great listen for software developers, CFOs, and CPAs!

Short Takes: Multifamily Property

Our new Short Takes series provides brief but thoughtful topic overviews — perfect for those times you just need a high-level view.

 

This month Bruce Johnson talks about:

1. What makes multifamily facilities such great cost seg candidates

2. How the IRA is changing the game for MF owners/developers

3. Why MF remains a huge vertical amid current affordability challenges

And lots more, in just 15 minutes.

 

The Mandatory Amortization of Section 174 Expenses: What CPAs Must Know

Capstan R&D Tax Credit experts Lindsey King and Carly Coker return to the pod to discuss the implications of Sec. 174 amortization.

 

1. Interplay Between Sec. 174 and Sec. 41

2. The Way We Were (i.e. Sec. 174 treatment before TY 2022)

3. The Current Situation

4. Rev. Proc. 2023-11 and What Makes it Taxpayer-Friendly

5. The Impact of Mandatory Amortization

6. What the IRS Will Be Looking For

7. The R&D Tax Credit as a Mitigating Factor

 

If your clients take the R&D Tax Credit and/or have Sec. 174 Expenses, this episode is a MUST LISTEN.

 

Short Takes: Self-Storage Facilities

Our new Short Takes series provides brief but thoughtful topic overviews — perfect for those times you just need a high-level view. This month Bruce Johnson talks about:

1. What makes self-storage facilities such great cost seg candidates

2. How expected yield may vary in urban v. suburban projects

3. The repositioning phenomenon

And lots more, in less than 15 minutes.

Our Second Annual Year End Top 10

Join us for an action-packed discussion of the Top Ten Things You MUST Know for TY 2022 in this special episode of Capstan Live! Terri Johnson, Bruce Johnson, and Ziv Carmel return to the pod for an all-star roundtable, reviewing a year’s worth of headlines, strategies, and analysis. Plus, special guest Jacob Wood cameos to talk about the latest R&D Tax Credit news. If you only listen to one episode of Capstan Live!, make it this one.

A Game Changer: How the Inflation Reduction Act is Transforming Energy-Efficient Tax Incentives

The IRA is bringing sweeping changes to EPAct 179D and 45L. Bruce Johnson — our resident energy expert — returns to the pod. He'll walk us through what's already changed, what will change next year, what isn't changing, and what it all means. All the info and analysis you need to fully leverage the IRA in 2023 — don't miss Capstan's take on this groundbreaking legislation.

R&D Credits Then and Now: What the Inflation Reduction Act Means for You

The R&D Tax Credit has come a long way, baby! Join Capstan Regional Director Jacob Wood as he traces the evolution of the Credit from its humble origin to the amplified and expansive Credit we enjoy today. Jacob will touch on the implications of all relevant legislation and will share the actionable info you need to take advantage of the Inflation Reduction Act's new R&D provisions.