Capstan Live Podcast

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.

Say Hello to 45L

While EPAct 179D gets a lot of attention, 45L is often considered an “afterthought.” However, this oft overlooked credit packs a powerful punch, and is worthy of a podcast all its own. Join Terri Johnson as she digs into the details of this lucrative incentive and delivers the scoop on a timely strategy for 9/15.

Stepping Out with 754 Step-Ups

The 754 step-up is notoriously complicated, and it’s easy to overlook the inherent cost seg potential while dealing with all the moving parts.  Consider this episode your official reminder that the new basis and service date seen in a step-up may tee up an excellent cost seg opportunity.  Capstan Partner Bruce Johnson walks us through the details, shares a few caveats, and allows Helena to finally share her original work, “Lucy and Ethel Buy a Chocolate Factory: A Section 754 Story.” 

Tax Season is Over... Take a BREATH...

We are truly honored to welcome Rob Ord, Vice President of Operations for Unbeatable Mind. Having spent 16 years as a Navy Seal, Rob now brings the elite mental discipline of the military to corporate leaders, athletes, and anyone seeking self-refinement. By helping people unlock new levels of potential and self-mastery, Rob helps companies reach new heights of success. Join Rob as he guides Terri Johnson on a journey of mindfulness, balance, and the very science of breath. It might just be the most important podcast you ever hear.