We'll explore:

• Promising verticals for Q4 and beyond — manufacturing, multifamily, and more

• The importance of selective acquisition — and holding on to what you've acquired

• Why retail will never really go away — and how to make the most of it

• The #1 piece of advice he'd give an investor today

Don't miss this opportunity to hear from one of the most respected real-estate minds in America.

Join Tracy as we explore:

• How confidence can be learned

• Why it's not "bragging" — it's educating others about what tax pros have to offer

• Zoom etiquette today — and how to stand out of the crowd

• Words to Lose — you may be undermining your own credibility by choosing the wrong turn of phrase

Small actions can make a big impact on how you are perceived. If you want to elevate your confidence and build your credibility — this is a must listen.

• Stephen Arrivello of PACE Equity is here to explain the benefits and applications of C-PACE financing, and explore how it compares to traditional funding sources.

• Our own Bill Harbeson joins the conversation, weighing in on how C-PACE complements incentives like Cost Segregation, 179D, and the ITC/CEIC.

• Brad Molotsky of Duane Morris moderates this fascinating discussion, painting a picture of what's possible for the savvy investor — C-PACE on the front end AND tax incentives on the back end, to maximize benefit.

1. How to employ a 5x savings multiplier

2. What to consider when planning a project

3. The role cost seg plays in claiming the ITC/CEIC

4. Why savvy taxpayers will claim this Credit sooner than later** (this episode was recorded prior to the release of the House Tax Bill, but Bill Harbeson's predictions are spot-on) 

Want to maximize benefit while remaining in a defensible position? Listen in.

• 5 consecutive years on the Inc. 5000 list of the fastest-growing private companies in the nation

• 96% employee retention rate

• 0 team members let go during Covid

• 9 day team retreat at a castle outside Paris

David shares his secrets to success — and which French castles sleep 60 — in this special episode.

Listen in to discover:

• Why aligning with employee passions drives company growth

• The utility of a solid referral system for finding clients — and for finding talent

• How to take transparent career-pathing to the next level

• The importance of checking in with other leaders — and sometimes checking out entirely

Join us as Bill explains:

• How to benefit from a little-known apprenticeship exemption

• That time may be of the essence when it comes to eligible project locations

• The nuances that must be considered to avoid dangerous "double dipping"

• Why fees that are too high or too low are equally concerning — and how to find a provider that's just right

Considering getting in on the EV craze? Want to advise your clients? Join Bill for a 20 minute overview that will get you up to speed.

Listen in as Margo:

-        Debunks common 1031 misconceptions

-        Explains why the process is simpler than people think

-        Speculates about what the new administration might mean for 1031s

-        Explores flexible 1031 applications you never considered

Robyn singlehandedly built a successful firm on the basis of her personality, and she's here to explain that authenticity — with a focus on entrepreneurship — is the key to attracting the next generation of accountants.  

Plus:  

• Why it's okay to be selective about your client base  

• What mentorship looks like in 2025 

• The significance of financial literacy in underserved populations 

New to this year's list:

1. How to avoid IRS scrutiny when it comes to land allocation

2. Changes coming to the Investment Tax Credit

3. Why now is the time to make sure your R&D Documentation is on point

Also, updates on bonus depreciation, 179D, 1031 exchanges, and more. Plus — our business-friendly legislative wish list — all the details on what we hope to see in 2025.

With his signature wit and humility, Joey shares his thoughts on:

• The intentionality of leadership

• The significance of a firm "language"

• Why seniority might be holding us back

• His "ABCs to Outstanding"

A must-listen for every firm -- and every leader.  

In his 42 years at NASA, Herb worked in contracts and procurement and was key in building relationships with firms like Grumman, Boeing, and SpaceX. While in management, he served as NASA's liaison to vendors, Congress, and the IRS.

Prepare for leadership lessons that are literally out of this world:

• You can only control your piece, and you have to trust your team — especially when the stakes are the highest

• Sometimes the best thing a leader can do is get out of the way — and a master-class example that saved the Apollo 13 astronauts

• Why "failure is not an option" makes great movie dialogue, but doesn't always play in real life

Plus much more, including insider tales of life on the space station and the secret of astronaut ice cream..

To learn more about Herb, please visit www.herbbaker.space. Keep your eye out for his memoir, From Apollo to Artemis: Stories From My 50 Years with NASA, set to be published at year's end.

This episode is packed with thoughtful insight, delivered with Jody's inimitable wit and energy:

1. Why social media is really social business

2. How to fully leverage technology while retaining the personal touch

3. The reason that value-based pricing is the key to success as firms evolve

4. What Jody predicts our industry will look like in 10 years - and how to avoid behind left behind

Jody's most recent book, Radical Pricing: How to Optimize Profits, Delight Customers and Build a Top Value Firm is available at cpatrendlines.com, where you can also read excerpts and download a free bonus toolkit. You can also reach out to Jody directly at Jody@TheRadicalCPA.com or visit her website at theradicalcpa.com.

Bryan Cogliano and Frank Hanna Jr. are the founders of Revolution X, a real estate consulting firm providing cutting-edge investment options with a personal approach. In this episode, Bryan and Frank introduce two new strategies that add flexibility and agility to real estate, allowing investors to control their destiny.

Listen in to discover:

1. Why all investors should identify a Delaware Statutory Trust (DST) as a potential replacement property during a 1031 Exchange

2. Ways to avoid dealing with the "Three T's"

3. How to leverage a "Bonus Depreciation Fund" to offset passive income

4. Why CPAs should add these tools to their toolbox, and offer clients new and thoughtful options for consideration

To learn more about 1031 Exchanges, DSTs, or Bonus Depreciation Funds, reach out to *Frank Hanna, ChFC (frankhanna@revxwealth.com) and *Bryan Cogliano, CFP (bryancogliano@revxwealth.com) or visit www.revxwealth.com.

Leendert Enthoven, founder of BriteSwitch (briteswitch.com), is here to give us a primer on this little-known opportunity, explaining:

1. Why utilities are willing to "give money away"

2. How he created a rebate database to help identify, maximize, and capture rebates for energy-efficiency products

3. The future of the rebate industry in a world turning to electrification

4. How multifamily property owners can strategically leverage rebates to offset the costs of installing equipment, especially the uber-popular EV charging station

If you'd like to learn more about benefiting from utility rebates, Leendert (leendert.enthoven@briteswitch.com) is the man to see.

1. How she paved her own path (and how you can too!)

2. The importance of firm culture in employee retention

3. Why change management and partner accountability are key to growing your firm

4. The crucial mindset shift from the transactional approach to the relational approach

If you want to grow your firm, retain your talent, and enjoy your work — this is an episode not to be missed.  

To learn more about Angie and The Rainmaker Companies, visit therainmakercompanies.com.  Angie can be reached at angie@therainmakercompanies.com

Listen in as we discuss:

— How George helps real estate decision-makers make informed decisions

— The challenges of high interest rates and outdated proformas

— How CPAs and real estate advisors can partner to create opportunity

You can reach the man, the myth, the comedy legend at greg@gregkyte.com. PLUS — we'll be showcasing his inimitable style in a Capstan University webinar this May! Stay tuned...

Our first guest, Jenny Massey, CRE, is Director of Site Selection and Business Incentives at Sikich LLP. She's also an archaeologist by training, spent 7 years living and working in Japan, and is an accomplished beekeeper (!). Join us for 20 minutes with the fascinating Jenny Massey as we discuss:

1. The purpose of site selection

2. How local and state business incentives offset expansion costs

3. Which activities should trigger a consultation with a site selection/business incentives professional

4. How success in claiming incentives is all about pitching the right story to the right audience

If you're an owner growing your business — or a CPA that advises one — this is a must-listen.

If you'd like to consult with Jenny, feel free to reach out to her at jenny.massey@sikich.com.

1. Why the maximum benefit may be out of reach for many developers

2. How contractors are feeling about Prevailing Wage/Apprenticeship Requirements

3. The silver lining of deduction reset

4. A huge change in the 45L Credit process

Take a half hour with Bruce to clarify what we've learned — and what we still need to learn.

• What makes them such attractive investments?

• Why are they great cost seg candidates?

• What makes retail pharmacies and quick-serve restaurants particularly asset-rich?

• Will Bruce be persuaded to invest in a Dunkin' Donuts franchise? 

All these questions and more will be answered in a tight 15 minutes.

1. What types of manufacturers can qualify

2. Potential scope of savings

3. The taxpayer-friendly implications of the "Substantially All" rule

4. Why a company's problem-solvers are key to claiming the credit

And more!

1. Qualifying activities throughout the supply chain — from formulations, to scaling up, certification testing, packaging, and more

2. The finer points of R&D in breweries, wineries, and distilleries

3. Unique challenges in the frozen food industry that present R&D opportunity

4. Real life examples that explore the scope of savings possible

Don't listen while you're hungry, but do listen.

Join Regional Director Jacob Wood (jwood@capstantax.com) as he discusses:

1. Which activities apply for the R&D Tax Credits

2. The nuances of internal-use software

3. What kind of savings software companies can expect

4. The modified credit for small software startups

5. Suggested documentation software firms should have available

6. Next steps for learning more

A great listen for software developers, CFOs, and CPAs!

This month Bruce Johnson talks about:

1. What makes multifamily facilities such great cost seg candidates

2. How the IRA is changing the game for MF owners/developers

3. Why MF remains a huge vertical amid current affordability challenges

And lots more, in just 15 minutes.

1. Interplay Between Sec. 174 and Sec. 41

2. The Way We Were (i.e. Sec. 174 treatment before TY 2022)

3. The Current Situation

4. Rev. Proc. 2023-11 and What Makes it Taxpayer-Friendly

5. The Impact of Mandatory Amortization

6. What the IRS Will Be Looking For

7. The R&D Tax Credit as a Mitigating Factor

If your clients take the R&D Tax Credit and/or have Sec. 174 Expenses, this episode is a MUST LISTEN.

1. What makes self-storage facilities such great cost seg candidates

2. How expected yield may vary in urban v. suburban projects

3. The repositioning phenomenon

And lots more, in less than 15 minutes.

Join Terri S. Johnson and Will De Filipps, CPA, PC for a fascinating discussion of what just might be a late-breaking game changer.