Main Tax Min Articles

Guidance is Out on §174

Guidance released under Notice 2023-63 focuses on the amortization of specified research or experimental expenditures under §174, and announces more regulations on the horizon. What does it mean for taxpayers? Read on for effective dates, rules, and what's to come....

Transitioning R&D Expenses: Implementing New §174 Capitalization Requirements CPE

New §174 requirements came in like a lion in 2023, causing significant changes for taxpayers of all sizes in how they identify assets and account for expenses. Join TaxOps' Jamie Overberg and PwC's James Graf as they share some of the headaches and challenges of...

Wishing You and Yours a Happy New Year!

As we take a moment to reflect on 2022, we are so very grateful for our families, communities, clients and friends ~ thank you! We wish you and yours a new year full of joy, success and moments to remember. Look below for a few of our own firm moments from a recent...

Research and Development Credits with Mark Dunning CPE

Mark Dunning returns to CPE4U to present a half-day class on research credits covering basic to intermediate concepts in identifying costs, making claims and justifying credits. Tax, finance, accounting and other interested professionals can learn how to make sense of...

Transitioning R&D Expenses: Implementing New §174 Capitalization Requirements CPE

Feb 28, 2023 | Events, Main Tax Min, Tax Minimization, Tax News

New §174 requirements came in like a lion in 2023, causing significant changes for taxpayers of all sizes in how they...

Wishing You and Yours a Happy New Year!

Dec 27, 2022 | ASC 740, Federal Tax, Main Tax Min, State and Local, Tax Minimization, Tax News

As we take a moment to reflect on 2022, we are so very grateful for our families, communities, clients and friends ~...

Research and Development Credits with Mark Dunning CPE

Oct 17, 2022 | Events, Main Tax Min, Tax Minimization, Tax News

Mark Dunning returns to CPE4U to present a half-day class on research credits covering basic to intermediate concepts...

Jamie Overberg Letter to IRS Requesting Guidance on Section 174(a)

May 27, 2022 | Main Tax Min, Tax Minimization, Tax News

Jamie Overberg, Partner at TaxOps Minimization, suggested that the 2022-2023 priority guidance plan (Notice 2021-22)...

Record Payroll Tax with Stacey Roberts and Alex Korzhen

Jan 31, 2022 | Federal Tax, Main Tax Min, Podcast, State and Local, Tax Minimization, Tax News

Record Payroll TaxHosts & Guests Meredith Smith Stacey Roberts Alex Korzhen TranscriptWhat...

Research and Development Credits CPE: Into the Weeds on Lucrative Credits

Oct 1, 2021 | Events, Main Tax Min, Tax Minimization, Tax News

On December 7, Mark Dunning, partner at TaxOps Minimization, will present a half-day class on qualifying activities...

Eligible for Lucrative R&D Credits?

Aug 11, 2021 | Main Tax Min, Tax Minimization, Tax News

Any company that develops new or improved products, processes, or software—in some cases, whether profitable or...

10 Years of SALT with Meredith Smith

Apr 5, 2021 | Federal Tax, Main Tax Min, Podcast, State and Local, Tax Minimization, Tax News

10 Years of SALTHosts & Guests Judy Vorndran Meredith Smith Alexander Korzhen...

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Main Tax Min Articles

Guidance is Out on §174

Transitioning R&D Expenses: Implementing New §174 Capitalization Requirements CPE

Wishing You and Yours a Happy New Year!

Research and Development Credits with Mark Dunning CPE

Transitioning R&D Expenses: Implementing New §174 Capitalization Requirements CPE

Wishing You and Yours a Happy New Year!

Research and Development Credits with Mark Dunning CPE

Jamie Overberg Letter to IRS Requesting Guidance on Section 174(a)

Record Payroll Tax with Stacey Roberts and Alex Korzhen

Research and Development Credits CPE: Into the Weeds on Lucrative Credits

Eligible for Lucrative R&D Credits?

10 Years of SALT with Meredith Smith

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