Webinar series focused on tax planning
McGuire Sponsel is committed to being the leading technical resource for the CPA industry, and appreciate your continued trust in our firm. We are proud to present another round of webinars to provide technical guidance as you walk clients through unexpected economic territory. Please see descriptions and view our webinars below. More topics to be added as announced.
Other firms may offer similar services, but they cannot match McGuire Sponsel’s steadfast commitment to our clients and partner firms.
TJ Sponsel II, Managing Shareholder
Upcoming Webinars
What Does the “One Big, Beautiful Bill” Mean for Specialty Tax?
On May 22, the U.S. House of Representatives passed a wide-reaching bill titled the “One Big, Beautiful Bill Act” featuring broad tax reform. While the legislation still faces a Senate vote—where passage remains uncertain—the bill provides critical insight into the direction of U.S. tax policy. Tax professionals must begin evaluating how these potential changes could impact specialty tax planning.
This timely session will provide CPAs and tax advisors with a technical analysis of key provisions, including the proposed return to immediate expensing for domestic R&D expenditures under Section 174, the phase-out of bonus depreciation and its coordination with Section 179, and changes to the Qualified Business Income Deduction (Section 199A), interest expense limitations (Section 163(j)), and energy-related incentives.
Dave McGuire, co-founder of McGuire Sponsel, will offer insight into how these developments may affect tax compliance and planning strategies for the 2025 and 2026 tax years and beyond.
Learning Objectives:
After attending this session, attendees will be able to:
⎻Identify proposed legislative changes affecting R&D expensing, bonus depreciation, and other specialty tax areas
⎻Analyze the implications of Section 174 and Section 179 provisions on tax planning for upcoming and prior tax years
⎻Evaluate strategic considerations for clients considering uncertain legislative outcomes
⎻Interpret broader tax policy trends and how they may influence future compliance and planning opportunities
Event Details
Date: Thursday, May 29, 2025
Time: 12 p.m. EDT / 11 a.m. CDT / 9 a.m. PDT
Presenter: Dave McGuire
CPE: 1 Credit
Register Here:
Notice: Please look for your registration confirmations and event links from do_not_reply@on24event.com. Thank you!
Fixed Asset & Depreciation Mistakes to Avoid in 2025
June 12, 2025 at 1 p.m. EDT
With fixed assets among the largest line items on a company’s books, even small errors in depreciation or classification can result in significant tax and financial consequences. As CPAs and advisors plan for 2025, now is the time to assess common fixed asset pitfalls and align strategies to avoid costly mistakes.
In this CPE-eligible webinar, our experts will break down some of the most frequent issues they encounter across industries and offer practical guidance to help businesses stay compliant and maximize deductions, including:
⎻Incorrect depreciable lives and classification issues that lead to long-term tax inefficiencies
⎻Missteps with Section 179 and bonus depreciation that can create cash flow constraints
⎻Passive loss limitations and their impact on real estate-heavy portfolios
⎻Overvaluation concerns in property tax assessments and how fixed asset insights can help challenge them
⎻Missed deductions due to delayed or incomplete asset reviews
This session is designed for CPAs, tax professionals, and financial decision-makers looking to improve fixed asset strategies and minimize risk in 2025. Attendees will walk away with actionable insights to spot red flags and course-correct before these issues impact their clients’ bottom lines.
Event Details
Date: Thursday, June 12, 2025
Time: 1 p.m. EDT / 12 p.m. CDT / 10 a.m. PDT
Presenters: Dave McGuire & Austin Brown
CPE: 1 Credit
Register Here:
Notice: Please look for your registration confirmations and event links from do_not_reply@on24event.com. Thank you!
Global Tax Strategy for U.S. Manufacturers: Managing Risk & Maximizing Opportunity
July 17, 2025 at 1 p.m. EDT
As manufacturers expand internationally, they face a complex web of tax considerations—ranging from transfer pricing and tariffs to global entity structuring and minimum tax rules. With evolving trade policies and the implementation of OECD Pillar Two, tax planning is more critical than ever to mitigate risk and support long-term business strategy.
In this webinar, McGuire Sponsel’s Global Business Services team will explore how U.S.-based manufacturers can navigate these challenges to optimize their global tax position while maintaining operational efficiency across international supply chains.
Learning Objectives:
By the end of this webinar, attendees will be able to:
– Differentiate transfer pricing strategies for contract versus full-risk manufacturing entities
– Identify key considerations in tariff and customs planning for cross-border supply chains
– Recognize how permanent establishment rules apply to manufacturing operations abroad
– Evaluate the role of tax treaties and foreign tax credits in reducing global tax exposure
– Understand the impact of OECD Pillar Two on U.S. manufacturers and how to plan for compliance
Who Should Attend:
CPAs, international tax advisors, manufacturing CFOs, controllers, and professionals involved in global operations and tax planning.
Event Details
Date: Thursday, July 17, 2025
Time: 1 p.m. EDT / 12 p.m. CDT / 10 a.m. PDT
Presenters: Jerry Hammel, CPA, Jason Rauhe, CPA, & Greg Lambrecht, CPA
CPE: 1 Credit
Register Here:
Notice: Please look for your registration confirmations and event links from do_not_reply@on24event.com. Thank you!
Completed Webinars
May 2025: Beyond the Basics: Preparing for IRS Scrutiny of R&D Tax Credits in 2025
The R&D Tax Credit remains a vital incentive for reducing tax liability and incentivizing innovation across America. However, it also remains a source of scrutiny for the IRS and state taxing authorities. Recently, the IRS modified the Federal Form 6765 and created additional reporting requirements to claim the R&D Credit. This session will discuss these changes and provide tools and strategies to navigate these requirements to ensure taxpayer compliance.
April 2025: Post-Tax Season Specialty Tax Update: Key Developments & Planning for 2025
With the conclusion of the 2024 tax season near, now is the time to assess the evolving tax landscape and prepare for the year ahead. As tax policies shift with changing administrations and legislative priorities, staying informed is crucial for tax professionals advising clients on specialty tax matters.
Our experts will provide insights into the latest developments and anticipated changes in specialty tax, including the current status of key provisions such as IRC §174, R&D tax credits, Bonus Depreciation, and Tariffs, legislative updates and pending proposals that could impact tax planning, expected policy shifts over the next 12 months and their implications for businesses, and actionable tax planning strategies as regulatory changes unfold.
This session is designed for CPAs, tax advisors, and financial professionals looking to stay ahead of specialty tax trends and proactively advise clients. Attendees will gain a clear understanding of recent updates, legislative outlooks, and strategic considerations for 2025.
January 2025: State of Specialty Tax Series
Join us for the State of Specialty Tax Webinar Series, designed to equip CPAs and real estate professionals with the knowledge and strategies needed to navigate the complexities of tax year 2024 and beyond. Each session features timely topics that address the key considerations shaping the year ahead:
- Maximizing Tax Savings Amid Legislative Change
Learn about the evolving landscape of R&D Tax Credits, bonus depreciation phaseouts, and compliance strategies to unlock significant savings. - Advising on Global and Domestic Business Decisions
Gain insights into cross-border tax compliance, economic development incentives, and real estate investment strategies to help clients optimize their operations. - Proactive Approaches to Reducing Tax Liability
Discover best practices for property tax appeals, leveraging exemptions, and navigating incentive programs for 2024 and beyond.
Featuring Tim LeMasters, Alliance Network Director, alongside leading experts from each specialty tax practice , these discussions will provide actionable takeaways to help you serve your clients more effectively, manage risks, and uncover new opportunities.
Sessions:
- State of R&D Tax Credits | On-demand
- State of Global Business | On-demand
- State of Cost Segregation | On-demand
- State of Location Advisory | On-demand
- State of Property Tax | On-demand
October 31, 2024: Elevate Your Tax Game: An Insider's Guide to Specialty Tax Planning Season
Join us for a webinar hosted by Tim LeMasters and TJ Sponsel as they dive into the latest growth strategies and opportunities across all areas of specialty tax. As we approach tax planning season, this session will provide you with insider knowledge on how to maximize credits, deductions, and incentives for your clients or business.
From R&D Tax Credits and cost segregation to international tax considerations and business incentives, our team will walk you through real-world examples, legislative updates for consideration, and best practices to optimize your tax planning approach with clients over the coming months. Whether you’re a seasoned tax professional or new to specialty tax services, this webinar is designed to equip you with key insights needed to identify opportunities and grow your practice to make the most of tax planning season.
October 10, 2024: Preparing for Policy Change: Economic Development Strategies Amidst Election Uncertainty
Incentives are inherently political in nature. Authorizing bodies for these benefits are typically elected officials, and as we all know, those elected officials can and will change.
Join McGuire Sponsel’s Location Advisory team as they discuss how administration changes affect incentive policy and which programs may or may not continue pending election results. We will explore different credit and incentive programs across the U.S. and how those programs may evolve with changing economic conditions.
September 19, 2024: Anticipated Specialty Tax Implications of the 2024 Elections
Last year, many areas of specialty tax were held in limbo. The uncertainty around 174, bonus depreciation, and 163(j) has created heartburn for both taxpayers and their advisors. With many provisions of the TCJA expiring, it is expected that taxes will be on the docket regardless of who wins the upcoming election. In this webinar, we discuss the tax policies of both the Harris/Walz and Trump/Vance tickets and how they could affect specialty tax.
August 29, 2024: Building a Strong Foundation for Transfer Pricing Documentation Compliance and Audit Preparedness
Join McGuire Sponsel for an essential webinar exploring the intricacies of Transfer Pricing Documentation, the cornerstone of a robust transfer pricing study. In today’s global business landscape, proper documentation is not just a best practice—it’s a vital component of compliance and audit preparedness.
August 8, 2024: Property Tax across the Nation: Proven Strategies for Success in Every State
Navigating property tax laws can be a complex and daunting task, especially when dealing with regulations that vary from state to state. Join our comprehensive CPE webinar where Ken Zdrok and Justin Gephart will provide you with the knowledge and tools to effectively manage property taxes across the United States.
July 16, 2024: Economic Incentives: Unlocking Growth Opportunities for CPAs and Real Estate Professionals
Location Advisory Services have long been regarded as the “black box” of any professional’s tax practice. In this webinar, McGuire Sponsel’s team of economic development experts will shed light on the perceived mysteries surrounding economic credits and incentives, empowering attendees to maximize the value of incentives for their growing clients. By staying ahead of growth projects, trusted advisors can deliver immense value to their clients, positioning themselves as indispensable partners in their success.
Through insightful discussion, real-world client examples, and actionable insights, Chad Collier and Ben Worrell will arm you with the knowledge and tools needed to decode economic incentives and drive tangible outcomes for your clients.
June 26, 2024: Navigating Uncertainty: Harnessing Depreciation for Financial Stability
Economic uncertainty, whether driven by global recessionary pressures, fluctuating interest rates, or the unpredictability of day-to-day business operations, can wreak havoc on businesses of all sizes. In this webinar, we’ll delve into the importance of equipping businesses with the necessary tools to effectively mitigate these pressures. Depreciation, with its unique timing considerations, presents a compelling opportunity to offset economic challenges and safeguard financial stability.
Through in-depth discussion, practical examples, and expert insights, Dave McGuire will equip CPAs and real estate professionals with the knowledge and strategies needed to leverage depreciation as a powerful tool for financial stability. Whether you’re seeking to enhance your understanding of depreciation fundamentals or explore advanced strategies for optimizing tax benefits, this webinar offers a comprehensive exploration of depreciation’s role in navigating economic uncertainty.
June 6, 2024: Proposed Changes to Form 6765 for Tax Year 2024
Join us to discuss the proposed changes to Form 6765 and the impact it could have on businesses claiming the R&D Tax Credit. David Seibel and Tanner Niehaus will provide updates on the latest guidance and strategies for CPAs and taxpayers to utilize in preparation for tax year 2024 filings.
May 16, 2024: Understanding Transfer Pricing: Identifying Companies in Need
Transfer pricing, the cornerstone of intercompany transactions, involves establishing fair market prices for goods or services exchanged between related parties. A comprehensive transfer pricing study uncovers the true value of these transactions, ensuring compliance and mitigating risks associated with tax authorities.
During this webinar, leaders from our Global Business Services team will provide a comprehensive overview of transfer pricing, shedding light on its significance and methodologies. From determining profits to assessing losses, we will equip you with the knowledge needed to navigate this complex area of international tax with confidence.
April 25, 2024: Post-Tax Season Specialty Tax Update
This Tax Season has been marred by confusion over many specialty tax issues. Join Dave McGuire and TJ Sponsel as they discuss how the delay of passage of the Tax Relief for American Families and Workers Act is affecting 174 amortization, bonus depreciation, and 163(j), leaving many CPAs and their clients in limbo. Now that tax season is over it is time to look at where this legislation stands, how to move forward, and other issues affecting specialty tax in an election year. In this webinar we will provide an update to the status of this legislation as well as discuss a path forward.
February 1, 2024: Unlocking Innovation: Navigating the R&D Tax Credit Landscape for 2024
Join McGuire Sponsel’s seasoned experts, David Seibel, EA, and Tanner Niehaus, CPA, for an insightful discussion of the Research and Development (R&D) Tax Credit. In this webinar, David and Tanner will guide attendees through the intricacies of the R&D Tax Credit, covering essential topics such as documentation, nexus considerations, reporting requirements, recent form changes, and the current landscape of IRS scrutiny.
Gain valuable insights into maximizing the benefits of the R&D Tax Credit for you and your clients while ensuring compliance with the latest regulations. David and Tanner will also delve into the nuances of Section 174, providing a forward-looking perspective on its outlook. Don’t miss this opportunity to enhance your understanding of the R&D tax arena and position your clients for success in the ever-evolving tax environment.
January 11, 2024: State of Specialty Tax
As we transition into 2024, the complexities surrounding specialty tax have never been more pronounced. Join McGuire Sponsel for an insightful webinar, where we delve deep into the annual State of Specialty Tax, providing crucial insights that CPAs and businesses need to navigate the intricate terrain of tax planning in the face of economic uncertainties, labor market challenges, and shifting policies.
December 12, 2023: Why International Tax Matters: Demystifying Myths and Complexities
Join a discussion with McGuire Sponsel as we unveil the secrets, unravel the complexities, and shatter the myths surrounding international tax matters. Join Jerry Hammel and panelists Greg Lambrecht and Jason Rauhe for a webinar tailored for CPAs, where we delve into the heart of global business services and reveal why international tax is more crucial than ever.
November 30, 2023: Analyzing the New 174 Guidance
On September 8, 2023, the IRS released Notice 2023-63, providing guidance for the types of costs that must be amortized under Section 174. This notice provides the framework for forthcoming regulations related to Section 174 and provides insight on a variety of topics. Join McGuire Sponsel’s David Seibel, EA, and Tanner Niehaus, CPA, for a webinar as they unpack and analyze this new guidance.
November 9, 2023: Real Estate Tax Issues to Consider for 2024
As 2023 comes to a close, businesses are looking for planning opportunities for 2024. This is complicated by an uncertain economic environment as it relates to real estate decisions. Dave McGuire and Ken Zdrok will explore how many offices have still not recovered from pandemic work-from-home initiatives, how interest rates are slowing transactions, and how other external factors are affecting business decisions. Dave and Ken will discuss ways to lessen this risk by managing federal tax on real estate as well as local property tax issues. We will also overview how changing economic decisions can affect property tax valuations, as well as how changing use in real estate can affect depreciation deductions.
October 26, 2023: The 5 Pillars of Economic Credits & Incentives:
How to Maximize Your Client’s Benefit
Growing businesses across the U.S. can benefit from state and local economic incentives. However, there are five key pillars critical to securing these incentive projects: location, timing, investment, jobs, and industry. In this webinar, Ben Worrell, MBA, and Emma Coney, will discuss how CPAs and brokers can strategically advise clients on maximizing incentives for qualifying growth projects.
August 31, 2023: How Cost Segregation can Help Maximize IRA Incentives
The Inflation Reduction Act of 2022 has been a windfall for many businesses, including those looking to upgrade their facilities for energy efficiency or adding solar panels. Unfortunately, the implementation of these incentives has caused much confusion. During this webinar, McGuire Sponsel’s Dave McGuire will review 179D, 45L, Section 48 credits, and other provisions.
August 3, 2023: R&D for Software Companies: How 174 Impacts Considerations
During this webinar, McGuire Sponsel’s David Seibel, EA, and Tanner Niehaus, CPA, will provide an in-depth analysis of how the Section 174 amortization requirements impact software development businesses. They’ll discuss how to effectively leverage the R&D Tax Credit for your software clients and review other key tax considerations, such as the distinctions between Sections 41 and 174.
July 13, 2023: Unlocking Growth: The Power of Partnerships between CPAs and Location Advisory Services
During this webinar, McGuire Sponsel’s Emily Poole and Aida Roberts will delve into the transformative benefits that arise when CPAs and Location Advisory Services teams join forces. They’ll discuss how to leverage these partnerships to unlock credit and incentive opportunities for growing clients, navigate complex business landscapes, and maximize client growth plans.
June 15, 2023: Midyear Specialty Tax Update
As we approach the midyear point for 2023, it is a good time to revisit where certain aspects of specialty tax stand. Between amortization requirements for 174, leveraging down of bonus depreciation, and all changes under the IRA for energy incentives, it is a complicated year for CPAs and your clients. In this webinar, we will review the major changes, discuss how these changes can be used as planning opportunities, and discuss legislative efforts to update and change these provisions.
May 18, 2023: Pulling the Curtain Back on Transfer Pricing
In this webinar presented by Jason Rauhe and Jerry Hammel, we’ll break down the myths and complexities of transfer pricing. We’ll review required compliance forms as well as the economics behind international transactions. Attendees will learn how to leverage a transfer pricing study as a genuine planning tool that can result in the reduction of a company’s global effective tax rate rather than a mere compliance obligation.
April 27, 2023: Unpacking Changes to 179D, 45L, and Other Energy Credits Post-IRA
As you move from the 2022 filing season into 2023 tax planning, it’s important to understand how energy deductions and credits have changed under the Inflation Reduction Act. This year brings major changes to 179D, 45L, and other energy credits and incentives. In this webinar, we will discuss these changes as well and the regulations.
March 15, 2023: How to find capital to make your good deal better
Emily Poole, MBA, and Ben Worrell, MBA dive into how brokers can find capital to make good deals better. Emily and Ben will overview available programs of support, how working with credits and incentives can make your life easier, and how these programs bring cash to the table to make deals even better for you and your clients. We want to make you look like the hero to your clients and often finding the right team and programs is all it takes. The webinar will conclude by applying these principles to active deal making processes.
Feb. 15, 2023: Distinguishing Section 174 from Section 41
In this webinar presented by David Seibel and TJ Sponsel, we discuss distinguishing Section 174 from Section 41. David and TJ overview the current landscape, explain the technical differences, discuss how CPAs should be approaching this with clients, and how to construct 174 calculations. The webinar concludes by overviewing the firm’s current and future outlook for the R&D tax credit.
Feb. 1, 2023: Are international reporting requirements on the IRS's radar screen?
In this webinar presented by Jason Rauhe and Mark O’Dell, we will discuss recent IRS trends across international compliance, controversy and regulatory challenges, and transfer pricing. Attendees will understand how to strategically balance the need for each area and actionable steps CPAs and their clients can take to mitigate risk.
Jan. 11, 2023: State of Specialty Tax
As we enter 2023 and the 2022 tax filing season, there have been many changes related to specialty tax that CPAs and their Clients need to be aware of while doing tax planning. These issues include increased funding for the IRS, changes to credits and deductions under the Inflation Reduction Act of 2022, and the status of tax extenders. In this webinar we will discuss what CPAs and their clients need to be aware of as it relates to Global Business Services, Research Tax Credits, Depreciation, and Energy Credits and Deductions including 179D and 45L.