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, August 26th, 12pm EST | 1 CPE Credit

One year after the passage of the One, Big Beautiful Bill Act (OB3), the energy incentive landscape continues to shift. While incentives are evolving, significant tax-saving opportunities remain for taxpayers who understand the rules, timing requirements, and planning strategies needed to capitalize on them.  

This session will provide an up-to-the-minute look at the current state of federal energy incentives. We’ll explore what’s changed, what’s still available, and where advisors should focus their attention moving forward. Topics include the Section 179D Deduction, Investment Tax Credit (ITC), Clean Electricity Investment Credit (CEIC), EV Charging Station Credit, and the growing opportunity surrounding state-level Predominant Use Studies.  

Attendees will gain practical insight into technology-specific eligibility requirements, Prevailing Wage and Apprenticeship considerations, and planning strategies that can help clients maximize available benefits before critical windows close. 

The rules may be evolving, but the opportunities are far from gone.

Learning Objectives:

• Identify the key sunset dates, phase-out provisions, and timing requirements currently affecting major federal energy incentives
• Describe how Prevailing Wage and Apprenticeship Requirements impact the value and eligibility of energy-related deductions and credits
• Differentiate between the qualification requirements, timelines, and planning considerations associated with the Section 179D Deduction, the ITC/CEIC for solar, wind, geothermal, and energy storage technologies, and the Section 30C EV Charging Station Credit
• Recognize the purpose, benefits, and potential refund opportunities associated with Predominant Use Studies and utility sales tax exemptions

Wednesday, September 30th, 12pm EST | 1 CPE Credit

Manufacturers and distributors can benefit from a variety of specialty tax incentives.  The size and specialization of their facilities makes them excellent candidates for real-estate-based incentives like Cost Segregation and the EPAct 179D Deduction. 

Additionally, manufacturers claim the lion’s share of R&D Tax Credits annually. The R&D Tax Credit rewards companies that create or improve products or processes – precisely the type of innovation that occurs daily in the manufacturing industry.  

The recent passing of the One Big, Beautiful Bill Act (OB3) enhances these incentives and creates a new one, specific to manufacturers.  Qualified Production Property (QPP) is a new property class that further boosts the utility of a Cost Segregation Study in manufacturing properties. Notice 2026-16 clarifies our understanding of QPP and enhances its utility moving forward. 

This session will help you recognize opportunities for your M&D clients, and help you guide your clients as they navigate the process of claiming the incentives.  A variety of real-life examples will be reviewed to illustrate the scope of applications and potential benefits.

Learning Objectives:

• Identify the large number of specializations in M&D facilities that contribute towards a successful cost segregation study

• Recognize the impact of Qualified Improvement Property on M&D facilities in a renovation scenario

• Become familiar with Qualified Production Property and the implications of Notice 2026-16

• Understand the relationship between facility size and potential benefit when claiming the 179D Deduction

• List a selection of manufacturing-specific Qualified Research Activities and Qualified Research Expenses

• Understand that the R&D Credit may be taken annually and tax planning implications

• Evaluate which specialty tax incentives might be appropriate for a given M&D client, recalling that multiple strategies may be employed simultaneously

Wednesday, October 28th, 12pm EST | 1 CPE Credit

Architectural and engineering firms can benefit from several specialty tax incentives. 

Engineers and architects are constantly designing, evaluating, and refining.  This evolving cycle of innovation is precisely what the R&D Credit is intended to reward.    Many A/E firms aren’t aware that their day-to-day activities may qualify for this lucrative, dollar-for-dollar credit.  Plus, the R&D Tax Credit grows as an A/E firm does – there is a modified version for start-up firms, and a standard version for more established teams. 

By repealing mandatory amortization of Sec. 174 expenses, the One Big, Beautiful Bill Act (OB3) has made the R&D Credit even more powerful. Claiming the Credit will become more challenging though, as Form 6765 has been expanded to include more laborious documentation requirements. 

Additionally, architects and engineers who function as design professionals for government projects or tax-exempt entities may be allocated the 179D Energy Efficiency Deduction.  This Deduction can serve as a tremendous source of revenue for a designer.  Although the incentive did sunset on 6/30/2026, there are still numerous ways the thoughtful designer can benefit.  

This session will help you recognize opportunities for your clients in the architecture and engineering spaces, and will help you guide them as they navigate the claiming process.  A variety of real-life examples will be reviewed to illustrate the scope of applications and potential benefits.   

Learning Objectives:  

• Explain how Harper v. Commissioner has allowed A/E firms to confidently claim the R&D Tax Credit  

• List a selection of architectural and engineering-specific Qualified Research Activities and Qualified Research Expenses 

• Recognize the importance of documentation in successfully claiming the R&D Tax Credit for A/E Firms, especially in light of the changes to Form 6765 

• Describe situations in which a designer can benefit from the 179D Deduction despite the 6/30/2026 sunset date 

• Identify the unique steps that must be taken for a designer to be allocated the 179D Deduction 

Wednesday, November 25th, 12pm EST | 1 CPE Credit

Think like a “Tax Superhero” by connecting legislative changes to real-world business opportunities. Through practical examples and case studies, participants will learn how proactive CPAs can use “X-ray vision” to uncover tax-saving opportunities in construction projects, manufacturing operations, and research activities.

Topics include 100% Bonus Depreciation, Component Elections, Qualified Production Property (QPP), the Section 179D Energy-Efficient Commercial Buildings Deduction, and changes to Section 174 amortization. Participants will learn to identify qualifying activities, evaluate documentation, and ask the right questions to help clients maximize available tax incentives.

No cape required.

Learning Objectives:

• Identify opportunities for 100% Bonus Depreciation and Component Elections.
• Distinguish assets and activities qualifying for accelerated depreciation, QPP treatment, and other tax incentives.
• Explain Section 179D eligibility and calculation factors.
• Recognize Section 174 changes and identify taxpayers who may benefit from R&D tax credits.

The information you need is at your fingertips.