About
We invite you to join us for an informative Tax Legislation Townhall where our experts will break down the guidelines issues from the “One Big Beautiful Bill” (OBBB) and what it means for taxpayers and tax planning. We’ll cover practical examples of how these changes impact taxpayers, address common questions we’ve received on bonus depreciation, updates to R&E expensing, and new developments in Energy Tax Incentives including Solar & Wind.

Key learning objectives include:
• OBBB’s impact on commercial, residential, and renewable energy tax incentives
• OBBB’s impact on bonus depreciation and application considerations
• OBBB’s changes to the capitalization of R&E expenses and IRS procedural guidance

Don’t miss this opportunity to gain actionable insights and stay ahead of the evolving tax landscape. 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

Presenters
M
Matt McKinney
Senior Director, Tax Accounting Methods & Credits
Matt McKinney has over 22 years of combined public accounting experience in the areas of tax compliance, accounting for income taxes, capital cost recovery analysis, and accounting periods and methods. Previously Matt was a Managing Director in the national accounting methods practice for a Big 4 accounting firm and was a member of this practice for 15 years. Prior to the Big 4, Matt worked for a national firm focusing on middle market clients in the areas of tax and ASC 740 compliance. While Matt has served many different clients for tax compliance and consulting, he has specific industry specializations working with public utilities, telecommunications, aero space and defense, and manufacturing companies. Matt holds a Certified Public Accountant license in Virginia and North Carolina and is a graduate of Virginia Tech University with a master’s degree in accounting.
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Imran Syed, PE, LEED AP, CEM
Managing Director
Imran joined Source Advisors in 2010 and is currently a Managing Director. 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 also a Certified Energy Manager (CEM), HERS Rater, ENERGY STAR partner, and NABCEP PV Associate. Imran holds a master’s degree in mechanical engineering from the University of Michigan – Dearborn.
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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.