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, June 28, 2023 at 12pm EST | 1 CPE Credit

The session will begin with a brief overview of the credit, highlighting its utility in a plethora of industries, and addressing credit benefits, limitations, and timing. The presenter will then walk through the Four-Part Test, using real-life examples to illustrate what types of research meet eligibility criteria. The four types of Qualified Research Expenses will be explained, and the presenter will review the associated information-gathering process. Discussion will then pivot to credit flow and utilization, including the Eligible Small Business Provision, and a variety of scenarios will be presented.

Wednesday, July 26, 2023 at 12pm EST | 1 CPE Credit

As a CPA, you work closely with your clients to help them plan for their financial future. However, when a client or their family member is affected by dementia, the planning process can become challenging.

In this webinar we’ll explore typical age-related memory, thinking, and behavior changes that may impact your clients. We will introduce the common warning signs of Alzheimer’s and dementia and discuss tips for gently approaching someone about memory concerns.
The importance of early detection and the benefits of diagnosis will be addressed, and helpful resources developed by the Alzheimer’s Association will be made available.

The CPA is uniquely positioned to spot the warning signs of dementia in a client and offer them the support they need to make informed decisions about their financial future. Don’t miss this opportunity to bring new depth and meaning to your client relationships.

Wednesday, August 23, 2023 at 12pm 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.  In this session we will review a baker’s dozen of 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.   

Wednesday, September 20, 2023 at 12pm EST | 1 CPE Credit

Navigating the federal R&D tax credit has become a little trickier with the passing of recent legislation.  With returns under increased scrutiny, it’s more important than ever to stay informed and maintain compliance.  This webinar will address advanced topics relating to the R&D Tax Credit, including the analysis of relevant case law as appropriate.  The impact of Sec. 174 amortization will be addressed at length, and several mitigating strategies will be presented.  Finally, a variety of examples drawn from the Treasury Regulations will be analyzed.

The information you need is at your fingertips.