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The $400K Credit You Might Be Missing
Manage episode 499567784 series 3237497
Most AEC and manufacturing firms are leaving serious money on the table.
Jordan Wilson, Director of Business Development at Corporate Tax Advisors, joins Jeff to unpack a major tax law change that could put hundreds of thousands back into your business.
From reversing Section 174 amortization to unlocking retroactive R&D credits, this update has big implications for growth, innovation, and M&A.
Whether you run a billion-dollar firm or a bootstrapped startup, you’ll want to hear how to capture these incentives before the window closes.
Need help modeling the impact or prepping filings?
Reach out to Jordan Wilson at Corporate Tax Advisors or call 404-317-4246 for a strategy discussion on how best to approach and claim the credit going forward.
Turn your 2026 plan into real Q1 momentum.
Join KP Reddy and a small room of AEC leaders on January 13 in the SF Bay Area for the first KPR Quarterly, where strategy meets execution in the first 90 days.
👉 Learn more: https://kpreddy.co/kpr-quarterlies?utm_source=buzzsprout&utm_medium=organic-social&utm_campaign=lead-gen-boost
Chapters
1. Introduction to Tax Law Changes (00:00:00)
2. Understanding R&D Tax Credits History (00:03:54)
3. Critical 174A Legislation Explained (00:09:39)
4. Retroactive Applications and Benefits (00:14:57)
5. R&D for Startups and Small Businesses (00:19:05)
6. Common Misconceptions About Qualifying (00:23:32)
7. State Credits and 179D Sunset Warning (00:29:32)
8. Key Takeaways and Final Advice (00:33:14)
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