PRACTICAL KNOWLEDGE FROM THE PARTNER YOU TRUST

• Learn from Your Desk with a Capstan Subject Matter Expert
• A NEW topic every month, usually Wednesdays at Noon
• CPE Certification Provided
• Interactive Presentation
• Premium Sound and Video Quality

OUR PRESENTERS

• Have decades of experience in real estate and/or tax  
• Draw on their personal successes to share practical applications, real-world case studies, and proven benefit strategies 
• Are NASBA-certified  
• Create a personal connection with the audience while conveying sophisticated material in a straightforward manner

IF YOU’D LIKE TO ARRANGE FOR A CAPSTAN SPEAKER, CONTACT US FOR THE CAPSTAN EXPERIENCE.

Upcoming Webinars

Wednesday, April 29th, 12:00pm EST | 1 CPE Credit

A plethora of real estate tax incentives exist these days, and the thoughtful CPA must consider all potential sources of benefit. The One Big, Beautiful Bill Act (OB3) has enhanced several incentives, while placing limitations on others.
In this session we will review over a dozen federal strategies, exploring the eligibility criteria, the ideal candidates, the crucial dates, and more. Interplay of strategies to create a comprehensive tax plan will also be discussed. An easily scannable checklist including all covered incentives will be provided.

Learning Objectives:

• Understand the difference between incentive types – deductions vs. credits vs. elections
• Explain how incentives like Section 179 Expensing, Bonus Depreciation, the Tangible Property
• Regulations (TPRs) and many more all contribute to a comprehensive tax strategy
• Identify the crucial “sunset” dates established by the OB3
• Evaluate the utility of a variety of tax incentives and recognize the most appropriate strategies to
  employ in a given situation
• Become familiar with “The Checklist: Real Estate Incentives for TY 2025 and Beyond”

Wednesday, May 27th, 12pm EST | 1 CPE Credit

The IRS has released an updated version of Form 6765 that will require an extremely high level of granular detail and documentation.  This webinar will highlight changes to the Form, including Sections E, F, and G.  Special attention will be paid to the laborious Section G, and associated case law will be reviewed.  Finally, we’ll discuss what firms can do now to prepare for TY 2026 — when Section G will be required for many taxpayers — with a focus on information gathering and processing. 

Learning Objectives:

• Review the current version of Form 6765, and point out Sections that will change moving forward
• Become familiar with new small Section above Section A
• Realize that the new Section E asks crucial questions regarding changes in methodology
• List the information Section G requires for each business component and recognize that information-gathering procedures may need to change/expand
• Recall that official instructions and guidance have not yet been released
• Understand the implications of the new labor-intensive Form, and how to advise your R&D clients regarding future compliance

Wednesday, June 24th, 12pm EST | 1 CPE Credit

In the realm of tax savings, cost segregation is a crucial strategy for property owners. This webinar dives deep, offering participants a comprehensive understanding of the benefits, methodologies, and applications of cost segregation under the One Big Beautiful Bill Act (OB3). 

This session equips attendees with cost seg basics, and then builds on that foundation, exploring cost segregation as the vehicle for additional tax savings.  With a focus the impact of the OB3 and real-life case studies, this session will help you recognize and maximize cost segregation opportunities for your clients.  

Whether you’re a novice or seasoned CPA, this webinar will enhance your understanding of cost segregation. 

Learning Objectives: 

• Define the core principles of cost segregation
• Recognize property types and client scenarios most likely to benefit from cost segregation
• Understand the impact of the OB3 on bonus depreciation and Qualified Improvement Property (QIP)
• Become familiar with Qualified Production Property (QPP)
• Describe the benefits of employing cost segregation during various stages of the real estate life cycle

Wednesday, July 29th, 12pm EST | 1 CPE Credit

Harness the potential of R&D tax credits to optimize your clients’ financial growth. This comprehensive session delves into the intricacies of R&D tax credits, offering a clear understanding of eligibility criteria, the application process, and how to maximize benefit. Special attention will be paid to the repeal of Sec. 174 mandatory amortization as well as the new Form 6765. Take home actionable insights and effectively navigate the R&D tax credit landscape for all your clients — start-ups, well-established entities, and those somewhere in between. 

Learning Objectives:

• Describe the varied potential applications of the Credit
• Identify the eligibility criteria for businesses to claim the R&D Tax Credit
• Understand the 4 types of Qualified Research Expenses and associated restrictions
• Recognize the implications of the repeal of mandatory Section 174 amortization
• Learn the steps involved in the application process for R&D Tax Credits, particularly the importance of documentation to comply with changes to Form 6765

The information you need is at your fingertips.