About
Join us for a webinar discussing § 174 Capitalization and Amortization and the Draft Form 6765 for the § 41 Credit.

After this course, the practitioner will have a high-level familiarity with:

• § 174 Overview
• Legislative Updates
• TCJA § 174 Amortization Treasury Guidance
• § 41 and § 174 Expenses
• § 174 Software Development
• § 174 Contract Research
• § 174 Dispositions
• Other TCJA Changes
• Draft Changes to Form 6765

Prerequisites: At least two years preparing intermediately complex tax returns.

No advance preparation is required.

Recommended Credit:
1.0 hours CPE in the field of Taxes
Delivered by Group Internet Live

Attendance Policy:
To receive credit, attendees must attend for at least 50 minutes, as measured by the platform software, and respond to 3 of 4 polling questions.

Presenters
J
Jordan Fazio
Senior Director, Detroit
Jordan joined Source Advisors in 2015 and is a Senior Director of R&D Tax Credit Consulting. His primary responsibilities include providing consulting to CPAs and taxpayers looking for guidance on R&D tax credits and managing R&D tax credit projects. His experience prior to Source Advisors includes eight years of market risk management, software development, and operations in OTC derivative markets. Jordan holds a Bachelors of Business Administration degree with a double major in Accounting and Finance from Grand Valley State University.
S
Samantha Reece
R&D and § 174 Project Manager
Samantha Reece is a Certified Public Accountant with extensive research & development tax credit and Section 174 experience within several technical industries (architecture, engineering, manufacturing, software, technology, etc.).

She has extensive experience with the history and current state of the R&D Code and Regulations for C-Corporations, S-Corporations, and Partnerships. Further, she closely monitors the status of Section 174, both legislatively and with the Treasury Department.

Samantha joined Source Advisors as a Project Manager in July of 2022. Prior to joining Source Advisors, Samantha worked at Grant Thornton.
1721313169-433001850890e2a8
Leila Rayburn
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SourceHOV Tax LLC dba Source Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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