About
Source Advisors experts will walk through the latest guidance surrounding the One Big Beautiful Bill Act (OBBBA) and share practical steps to help you prepare your clients for 2026.

Learning Objectives:
- Impact of OBBBA on R&D companies, including considerations for 2025 filing deadlines
- Explore how OBBBA impacts commercial, residential, and renewable energy tax benefits to strengthen your overall tax strategy.
- Impact of OBBBA on commercial, residential, and renewable energy tax incentives.

We will leave time at the end for Q&A

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

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.

Delivered via Group Internet Live
1.0 CPE hours

When
Wednesday, January 21, 2026 · 12:00 p.m. Central Time (US & Canada) (GMT -6:00)
Presenters
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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.
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Imran Syed, PE, LEED AP, CEM
Managing Director, Energy Services
Imran joined Source Advisors in 2010 and is currently the Managing Director of Energy Services. Imran is a mechanical engineer by trade and has more than 15 years of experience in sustainability and energy-efficient buildings and is a registered Professional Engineer (P.E.). He is a registered Professional Engineer(PE), Certified Energy Member (CEM), LEED AP, HERS Rater, NGBS Verifier, and ENERGY STAR partner. Imran holds a master’s degree in Mechanical Engineering from the University of Michigan – Dearborn.
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