by TaxOps | Nov 13, 2024 | Main Tax Min, Tax Minimization, Tax News
Jamie Overberg wraps up the year with an overview of the significant changes the IRS has introduced to improve transparency and detailed reporting for research credits this year. By Jamie Overberg IRS actions this past year reflect a trend towards more transparency... 
by TaxOps | Feb 6, 2024 | Events, Main Tax Min, Tax Minimization, Tax News
Section 174 requirements continue to plaque businesses, causing significant changes for taxpayers of all sizes in how they identify assets and account for expenses. Join TaxOps’ Jamie Overberg as she shares some challenges and best practices for complying with... 
by TaxOps | Oct 12, 2023 | Main Tax Min, Tax Minimization, Tax News
Add value to your private equity deals with research tax credits for innovative portfolio companies. By Mark Dunning and Jamie Overberg Business transactions involving private equity portfolio companies often trigger complex tax considerations across various... 
by TaxOps | Sep 12, 2023 | Main Tax Min, Tax Minimization, Tax News
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... 
by TaxOps | 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) include guidance that identifies cost categories for research and experimental expenditures under section 174(a). May 12, 2022 Ms. Emily M....
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