Webinars

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 offers 1 CPE credit and 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.

Upcoming Sessions:

• State of R&D Tax Credits | January 9
• State of Global Business | January 16
• State of Cost Segregation | January 23
• State of Location Advisory | January 30
• State of Property Tax | February 6

Each webinar takes place at 1 PM EST/10 AM PST. Secure your spot today and prepare for a successful year ahead.

Register here.

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.

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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.

Webinar recording coming soon.

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.

Webinar recording coming soon.

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.

Webinar recording coming soon.

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 our Ken Zdrok, Nick Kesling, and Justin Gephart will provide you with the knowledge and tools to effectively manage property taxes across the United States.

Webinar recording coming soon.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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On August 16th, 2022, the Inflation Reduction Act became law. This far-reaching legislation included multiple changes, extensions, and expansions to tax credits and deductions. All topics for discussion created significant opportunities for businesses and CPA firms to capitalize on the new rules. New rulings often stir confusion. In this webinar, Dave McGuire will review what was included in the legislation and discuss what has been learned over the past four months. Dave will also discuss where guidance is still required from the IRS.

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Credits and Incentives are inherently tied to politics as they are legislatively set. Governors, state legislatures, and even mayors and city councils determine how incentives are awarded to clients. With all of these actors involved, how do clients receive benefit from credits and incentives? In this webinar, Ben Worrell reviews the cast of characters involved in credit and incentive decision making as well as the typical process that is most successful for incentive outcomes.

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As part of the Tax Cuts and Jobs Act, taxpayers will no longer have the option of expensing Section 174 costs and will be required to amortize them for tax years beginning after December 31, 2021. These costs include not only expenses included in the R&D Credit, but other costs related to research and development as well. While there is bipartisan support to delay or eliminate this requirement, it is important to understand the current legislation in order to properly plan for tax year 2022 and going forward.

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Companies engaging in cross-border M&A transactions have many issues to consider, and often need counsel on how to approach this complex process. With increased scrutiny on the tax issues surrounding these transactions, it is important to be aware of common pitfalls and to engage in proper planning to alleviate the complexities of doing business across borders.

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Most businesses don’t think they are eligible for or qualify for incentives because they aren’t the Amazons, FedExs, Apples or Googles of the world. However, many businesses make qualifying activities every year and never receive benefit. In this webinar, we will explore what makes incentives accessible to small and medium sized businesses and the potential pitfalls to navigate around.

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In the last few weeks, the United States Congress has been busy. Just before the August recess both houses passed the CHIPS and Science Act of 2022 (CHIPS+), and Senators Joe Manchin (D-WV) and Chuck Schumer (D-NY) announced a compromise reconciliation called the Inflation Reduction Act of 2022. These significant bills will have far reaching affects across many sectors of the American economy. In this webinar we discuss what was included and what was not included in this legislation.

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With the chance of a recession increasing taxpayers are starting to make moves to prepare for a potential recession. In this webinar we discuss how taxpayers can utilize depreciation and other timing issues to prepare for recessionary pressures. We discuss how to utilize the cash flow opportunities afforded by cost segregation to prepare for a downturn in the economy. We also review the updated cost segregation audit techniques guide and discuss how this affects cost segregation decisions.

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In addition to the federal R&D Credit, there are numerous state R&D Credits available for taxpayers. These credits are meant to encourage and incentivize research activities within state borders. These state R&D Credits typically follow the requirements of the federal R&D Credit, but can often have key differences as it relates to qualification criteria, calculation methods, and processes for claiming the credit. In this webinar, we will discuss what constitutes qualified research activities, the state R&D Credits available and how they compare and contrast with the federal R&D Credit, and state examinations and best practices

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International taxation has been in a state of flux for several years as practitioners learned to navigate the new world of BEPS, GILTI, ATAD and more. If those challenges were not difficult enough, the COVID-19 pandemic created a new round of upheaval as multinational taxpayers grappled with cash needs and tax authorities began exploring new ways to increase tax revenue. In this webinar, Sean King and Jason Rauhe discuss the latest tax legislation and how it impacts taxpayers doing business on a global scale.

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Economic credits and incentives provide significant value to high growth clients. Qualifying projects are based on several factors: timing, location, industry type, investment, and new job creation. However, incentive programs shift and change from time to time based on many factors: political changes, economic shifts, and local growth priorities. As the economy continues to evolve in a post-pandemic environment, it is important to understand how these changes are affecting the value of credits and incentives. In this webinar, Steve Brunson and Ben Worrell discuss the shifts they see taking place across the United States and how CPAs and their clients can consider opportunities to capture value through these programs.

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With the first quarter of 2022 complete CPA’s and their clients are starting to think about planning issues for 2022. Many real estate trends are dominating the market, including the growth of short-term rentals, a heated residential market, growth in industrial space, and an uncertain office environment. These trends combined with increasing inflation and interest rates makes planning for 2022 more complicated than ever. In this webinar, we discuss trending real estate topics and how to utilize the tax code to maximize returns.

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The R&D Tax Credit is one of the most subjective areas of the tax code. With the IRS placing more scrutiny on the R&D Tax Credit, it is important to be aware of areas of exposure when building a claim. Additionally, it is important to understand current legislation regarding the R&D Tax Credit to properly plan for the future.

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International tax compliance can seem like a never-ending maze of continually changing requirements. Clients who do business around the world often face compliance challenges, specifically the ability to accurately and efficiently complete and file U.S. tax returns to properly report these activities. Without proper compliance, potential penalties can lead to sleepless nights for CPAs, CFOs and Executives of international businesses. In this webinar, and Jerry Hammel and Jason Rauhe discuss how to confidently approach international compliance.

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To attract and retain growing businesses, state and local governments often provide valuable economic incentives through a variety of programs. Understanding the common tax tools that governments use allows businesses to make favorable decisions when relocating, expanding, or investing. In this webinar, Ben Worrell and Sierra Enlow discuss the tax saving mechanisms that most often align with credits and incentives projects and provide value for clients.

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With the Build Back Better bill temporarily stalled, taxpayers and CPAs need to understand what will change – or remain the same – for certain areas of specialty tax. In this webinar, Dave McGuire discusses the current status of these provisions and the thinking behind them to provide insight to potential future tax bills.

Presenter: Dave McGuire

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