TaxOps Partners Jamie Overberg and Sean Espy share their expertise on R&D Credits for Software Companies in this live webinar.

R&D Credits for Software Companies

Online Only | 2.0 Credits

Tuesday, June 9 | 11:00 AM MT, 1:00 PM ET

Register

Big Changes for Software Developers: Navigating R&D Credits in the OBBBA Era

TaxOps Partners Jamie Overberg and Sean Espy will provide businesses and their tax advisers with a practical discussion of how the R&D tax credit applies to software development activities. Topics covered include Section 41 criteria for R&D credits, credit requirements for non-internal-use software vs. internal-use software (IUS), and review new Section 174 considerations for software companies in light of the OBBBA (One Big Beautiful Bill Act).

Description

The R&D credit offers valuable benefits to all companies; however, software developers must meet specific requirements to qualify. All software must satisfy a four-part test to be eligible for the R&D credit under IRC Section 41. In addition to the four-part test for software, IUS must also satisfy a three-part high-threshold innovation test under Treasury Regulation Section 1.41-4(c)(6). For IUS, a taxpayer must establish that:

(1) The software is innovative;

(2) The software development involves significant economic risk; and

(3) The software is not commercially available for use by the taxpayer in that the software cannot be purchased, leased, or licensed and used for the intended purpose without modifications… .

Tax practitioners and software companies must also consider the OBBBA revisions to Section 174 expenses. Formerly, TCJA removed the ability to expense R&D costs and required amortization of these expenditures. Most software companies, having historically expensed these costs, were significantly impacted by this legislation. Recently, the OBBBA restored the ability to expense R&D costs. However, transitioning from the old rules to the new requirements can be complicated. Recouping these lost deductions requires deducting prior unamortized costs over 1-2 years, amending tax returns, or expensing these deductions retroactively.

Additionally, many states have decoupled from OBBBA, adding another layer of complexity to these determinations. Software developers and their tax advisers need to understand the nuances of the R&D credit and Section 174 changes to take advantage of these tax-saving opportunities. 

Listen as our knowledgeable federal tax experts breaks down the requirements for the R&D credit and Section 174 expenses for software developers and their advisers.

They will cover these and other critical issues:

• The impact of OBBBA on Section 174 deductions
• Software development activities that qualify for the R&D credit
• R&D tax credit computation methods: what to consider and the history of each approach
• Preparing and collecting documentation for audit readiness

After the presentation, there will be a live question and answer session with participants to answer your questions about these important issues directly.

Instructors:

Jamie Overberg
Partner, TaxOps Minimization

With over 20 years of Research & Development (R&D) credit experience, Jamie specializes in executing and managing all aspects of the R&D tax credit as well as a wide range of tax minimization strategies and financial reporting requirements under ASC 730, ASC 740 and Fin 48. Jamie also works with Section 263A and Section 382 analysis, calculations, and reporting. She works primarily with clients in the automotive, engineering, manufacturing, software, biotech and oil and gas sectors, and has worked on numerous R&D tax controversy engagements.

Sean Espy
Partner, TaxOps Minimization

Sean brings more than 25 years of consulting experience spanning public accounting, legal, and industry settings to complex tax minimization engagements. With his experience at top tier public accounting firms, Sean brings a rare combination of technical depth and practical insight to research credit studies.

Sean specializes in the identification and implementation of Research Credit Consulting. He has successfully implemented studies across a wide range of industries, including software, manufacturing, financial services, aerospace, software, food sciences, mining, medical devices, oil and gas refining, restaurant and retail, and renewal energies.

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The post R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA first appeared on TaxOps.

TaxOps welcomes Sean Espy as Partner in Tax Minimization

We are pleased to announce that Sean Espy has joined TaxOps Minimization as Partner. Sean brings more than 25 years of consulting experience spanning public accounting, legal, and industry settings — including Big Four public accounting and in-house tax department leadership — giving him a rare ability to understand and navigate complex tax challenges from both sides of the table.

Sean specializes in Research Credit Consulting, having successfully guided hundreds of clients — large, small, and mid-size — across a wide range of industries, including software, manufacturing, financial services, aerospace, food sciences, mining, medical devices, oil and gas refining, restaurant and retail, and renewable energies. His work has generated hundreds of millions of dollars in savings for clients throughout the U.S.

As Partner, Sean will lead firm operations, manage strategic growth, and develop our team. He will drive business development while upholding the standard of service TaxOps clients expect. Known for building relationships that endure long beyond individual engagements, Sean welcomes the opportunity to be of service.

About TaxOps

At TaxOps, business tax is all we do. Our teams have the knowledge and focus to solve tax problems with practical answers. By hiring Big Four-veteran leaders and experienced teams, you get tax strategists on your side — wherever business takes you. We deliver the strength, experience, and resources of a national tax brand with the hands-on client engagement of a boutique firm, across federal, corporate, state and local, and international tax, as well as tax minimization strategies for businesses. For an introductory call, visit TaxOps.com/contact.

Read more

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post TaxOps Welcomes Sean Espy as Partner, Tax Minimization first appeared on TaxOps.

Join TaxOps’ Lindsay Haskell and Dan DeLau for a 2-credit CPE course at Lorman on ASC 740: Impact on Your Financial Statements

ASC 740: Impact on Your Financial Statements

Online Only | 2.0 Credits

Monday, April 9 | 1:00 PM ET

Strengthen your ASC 740 expertise with practical updates and tax insights.

This course provides a practical overview of the core principles and latest developments in ASC 740 to help accounting, finance, and tax professionals strengthen their income tax accounting knowledge and processes. The topic will cover recent updates, including accounting considerations for modifications in the OBBBA and disclosure changes under ASU 2023-09.

Attendees will gain clarity on calculating current and deferred income taxes, identifying permanent and temporary differences, and evaluating uncertain tax positions and related disclosures. In addition, the course will explore how to assess valuation allowances using the more-likely-than-not framework. The topic concludes with practical tax internal control best practices and a recap with live Q&A.

Learning Objectives

This program contains a basic overview of several topics relevant to the identification of uncertain tax positions. Students will learn:

Accounting for uncertainty — How likely is it that a tax position will be sustained on examination?

ASC 740 basics — What is it, how it works and who is responsible for adhering to it

Income tax computation — How does ASC 740 require that current and deferred incomes taxes be calculated?

Valuation allowances — What evidence must be weighed to determine an accurate valuation?

Instructors:

Lindsay Haskell
Partner, Corporate Tax
TaxOps

Lindsay Haskell has more than 15 years of public and private accounting experience in corporate, income tax provision and compliance as well as indirect tax experience. As a main point of contact in client matters, directing client workflows and relationships, Lindsay’s energy and tenacity are aimed at doing what is best for clients, which includes dynamic companies worldwide. Clients appreciate her deep subject matter expertise, hands-on attention to detail, and straightforward answers.

Dan DeLau
Corporate Tax Advisor
TaxOps

Daniel DeLau is a co-founder of TaxOps and a boomerang to our business tax advisory mission here at TaxOps. Following a promotion to partner at Ernst & Young, Dan co-founded TaxOps to bring all the best of the big firm knowledge to businesses without the bureaucracy. TaxOps today continues to offer the strength, experience, and resources of a national tax brand with the hands-on client engagement of a boutique firm.

More Tax News

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post ASC 740: Impact on Your Financial Statements CPE first appeared on TaxOps.

Lindsay Haskell has been named Partner with TaxOps

TaxOps, an award-winning tax specialty firm, is pleased to announce that Lindsay Haskell has been named Partner. Since joining TaxOps in 2020, Lindsay has been an integral leader in the firm’s corporate tax practice, managing complex client engagements, strengthening long-term client relationships, and mentoring team members across the Federal Corporate Tax, State and Local Tax (SALT), and ASC 740 Tax Provision practices.

A trusted advisor to clients, Lindsay brings prior Big Four public accounting experience as well as in-house tax department leadership experience, allowing her to understand and navigate challenges from both perspectives. Clients value her deep technical expertise, thoughtful guidance, and hands-on attention to detail—paired with a straightforward, practical approach to solving complex tax challenges.

As Partner, Lindsay will take on expanded responsibilities across firm leadership, strategic growth initiatives, and team development. She will play a key role in shaping the future of the practice, advancing business development efforts, and continuing to deliver the high level of service TaxOps clients expect.

Please join us in congratulating Lindsay on her well-deserved promotion to Partner.

About TaxOps

At TaxOps, business tax is all we do. Our teams have the knowledge and focus to solve tax problems with practical tax answers. By hiring our Big Four-veteran leaders and experienced teams, you get tax strategists on your side supporting your strategy wherever business takes you. We deliver the strength, experience, and resources of a national tax brand with the hands-on client engagement of a boutique firm in federal, corporate, state and local and international tax as well as tax minimization strategies for businesses. For an introductory call, visit TaxOps.com/contact.

Read more

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post TaxOps Announces Lindsay Haskell as Partner, Corporate Tax first appeared on TaxOps.

TaxOps ranks 24th in the 2026 Denver Business Journal’s Largest Accounting Firm List

TaxOps is honored to be recognized as one of Denver’s Top Accounting Firms by the Denver Business Journal, earning the No. 24 spot among the region’s leading firms.

“This recognition reflects what our clients value most—deep technical tax expertise paired with practical, strategic guidance,” said Allen Gregory, Federal Tax Partner at TaxOps. “Our clients are looking for a focused team of experienced professionals that understand tax complexity, anticipates risk, and deliver solutions. That’s exactly what our TaxOps team was built to do.”

Based in Denver, TaxOps plays a critical role in supporting clients nationwide by combining national level firm experience and expertise with a local firm approach. The firm partners closely with businesses, by acting as an outsourced tax department delivering income tax consulting and compliance, ASC 740 advisory, transactional, state and local tax, and R&D credit solutions.

TaxOps’ inclusion on the Denver Business Journal’s list underscores the firm’s continued growth and reputation for providing comprehensive, high-impact tax services designed to meet the evolving needs of businesses navigating an increasingly complex tax and regulatory environment.

To learn more about our services, talk to a tax advocate at TaxOps.

Read more

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post TaxOps 24th on Denver Business Journal Largest Accounting Firm List first appeared on TaxOps.

Join TaxOps’ Lindsay Haskell and Marc Gordon for a 2-credit CPE course at Barbri on Mastering Multistate Taxation of C Corporations .

Mastering Multistate Taxation of C Corporations: Nexus, Federal Conformity, and Apportionment

Online Only | 2.0 Credits

Monday, March 9 | 1:00 PM ET

Introduction

This webinar will review the latest state guidance on the taxation of C corporations. Our panel of seasoned SALT professionals will review states’ treatment of federal provisions, evolving interpretations of Public Law 86-272, and standard apportionment methods. They will provide practical strategies to mitigate tax and risk for C corporations operating in multiple states.

Description

C corporations are taxed separately and apart from their owners. These corporations are also subject to double taxation, once at the corporate level and again when dividends are distributed to shareholders. These differences from flow-through entities create unique planning considerations and issues for multistate corporations. 

Determining whether a business has nexus in particular states is critical. State legislation regarding nexus determinations, nexus-creating activities, and exceptions under Public Law 86-272 is volatile and varies from state to state. Additionally, apportionment methods, factors, and specific activities that create nexus must be understood to allocate and apportion income by state properly. Tax practitioners advising C corporations need to be cognizant of the latest legislation to comply with state-specific guidelines.

Listen as Lindsay and Marc explain state taxation of C corporations, including federal conformity, income allocations, and practical applications and tips for businesses and advisers of multistate C corporations. 

Instructors:

Lindsay Haskell
Director of Corporate Tax
TaxOps

Lindsay Haskell has more than 15 years of public and private accounting experience in corporate, income tax provision and compliance as well as indirect tax experience. As a main point of contact in client matters, directing client workflows and relationships, Lindsay’s energy and tenacity are aimed at doing what is best for clients, which includes dynamic companies worldwide. Clients appreciate her deep subject matter expertise, hands-on attention to detail, and straightforward answers.

Marc Gordon
State & Local Tax Senior Manager
TaxOps

Marc Gordon brings over a decade of specialized experience in state and local income tax, as well as sales and use tax, for C-Corporations, Partnerships, and S-Corporations. Known for his proactive insight and client-first approach, Marc works closely with clients as a strategic partner, crafting tax approaches that align with and support their broader business initiatives.

More Tax News

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post Mastering Multistate Taxation of C Corporations: Nexus, Federal Conformity, and Apportionment CPE first appeared on TaxOps.

Join TaxOps’ Jamie Overberg as she discusses how the One Big Beautiful Bill Act (OBBBA) affects the deductibility of research and development (R&D) expenditures for state income tax purposes. 2-credit CPE course at Barbri.

State Responses to OBBBA Treatment of R&D Expenses: Conforming and Nonconforming States

Online Only | 2.0 Credits

Tuesday, February 17 | 1:00 PM ET

Introduction

This webinar will discuss how the One Big Beautiful Bill Act (OBBBA) affects the deductibility of research and development (R&D) expenditures for state income tax purposes. Our R&D credit veteran will review current federal provisions for R&D deductions, states’ responses to recent changes, and best practices for deducting or amortizing R&D expenses in both conforming and nonconforming states.

Description

Now that the OBBBA allows taxpayers to immediately deduct research and experimentation (R&E) expenses, states are responding to this permanent change. States may follow federal legislation immediately, as of a specific date, or conform to specific IRC sections. States that conform to the IRC may comply at varying dates. California, for example, followed the federal provisions prior to TCJA and, consequently, has always allowed an immediate deduction for R&E expenses and continues to do so. 

Many states have different rules based on the type of entity. SALT advisers working with multistate entities must understand the impact of R&D expensing on state taxes.

Listen as our panel of R&D experts discusses the recent 174 legislative changes made by the OBBBA and the impact of these changes on state taxes.

Instructors:

Jamie Overberg
Partner, TaxOps Minimization
TaxOps

With over 20 years of Research & Development (R&D) credit experience, Jamie specializes in executing and managing all aspects of the R&D tax credit as well as a wide range of tax minimization strategies and financial reporting requirements under ASC 730, ASC 740 and Fin 48. Jamie also works with Section 263A and Section 382 analysis, calculations, and reporting. She works primarily with clients in the automotive, engineering, manufacturing, software, biotech and oil and gas sectors, and has worked on numerous R&D tax controversy engagements.

More Tax News

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post State Responses to OBBBA Treatment of R&D Expenses: Conforming and Nonconforming States CPE first appeared on TaxOps.

Join TaxOps’ Lindsay Haskell and Dan DeLau as they dig into the complex details of ASC 740, with a practical approach for business taxpayers 2-credit CPE course at Barbri.

Accounting for Income Taxes ASC 740: OBBBA Implications, Business Combinations, Valuation Allowances

Online Only | 2.0 Credits

Thursday, February 5 | 1:00 PM ET

Introduction

This course will analyze various components of accounting for income taxes that can be traps for the unwary, including specific business combination issues, valuation allowance assessments, tax internal controls, and implications of the recently enacted One Big Beautiful Bill Act (OBBBA) modifications.

Description

ASC 740 provides a methodology for recognizing current taxes payable and refundable and recording expected deferred tax obligations and refunds. Few areas of financial reporting are more complex. OBBBA, as well as updates made by ASU 2023-09, Improvements to Income Tax Disclosures, require accountants to take a fresh look at these complex areas and their implications for income tax provision calculations.

Listen as our panel of accounting experts provides practical advice and hands-on examples of calculations and the financial presentation of these continually revised tax provisions.

Instructors:

Lindsay Haskell, CPA
Director, Corporate Tax
TaxOps

Lindsay Haskell has more than 15 years of public and private accounting experience in corporate, income tax provision and compliance as well as indirect tax experience. As a main point of contact in client matters, directing client workflows and relationships, Lindsay’s energy and tenacity are aimed at doing what is best for clients, which includes dynamic companies worldwide. Clients appreciate her deep subject matter expertise, hands-on attention to detail, and straightforward answers. Lindsay also works with business strategy tax impact analysis, transfer pricing and foreign reporting, M&A due diligence and entity restructuring, making sure the tax pieces fit business goals. Her role extends to counseling clients under audit and aiding in their efforts to develop corporate tax departments.

Dan DeLau, CPA
Daniel DeLau Co-founder, Corporate Tax Advisor

TaxOps

Mr. DeLau is a co-founder of TaxOps and a boomerang to our business tax advisory mission at TaxOps. Following a promotion to partner at Ernst & Young, he co-founded TaxOps to bring all the best of the big firm knowledge to businesses without the bureaucracy. He gained significant experience in international and domestic accounting and tax transactions within a U.S. corporate environment working for international accounting firms, and as tax director of multiple public and private companies, each with extensive and complex operations throughout the United States and internationally. Mr. Dela worked as the U.S. tax director for a Fortune 100 company based in Lausanne, Switzerland, and continues to consult on tax and accounting issues with various clients. He has significant experience and background in accounting for income tax (ASC 740).

More Tax News

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post Accounting for Income Taxes ASC 740: OBBBA Implications, Business Combinations, Valuation Allowances first appeared on TaxOps.

Join Mark Dunning for a session on audit readiness for R&D credits, where he’ll unpack the IRS’s evolving expectations around nexus, business component documentation, and contemporaneous recordkeeping. Learn practical strategies to build a defensible audit trail, improve cross-functional collaboration, and protect your R&D credit claims amid expanded reporting requirements.

Audit Readiness: An IRS Primer for R&D Credit Compliance

December 4 | 8:30 am – 9:20 am | 1 CPE credit 

Audit readiness is not optional when it comes to R&D credits—it’s essential. In this final session of our 3-part series, we’ll focus on the IRS’s evolving expectations around nexus, business component documentation, and contemporaneous recordkeeping. With expanded reporting requirements now in effect, businesses must implement more rigorous tracking and documentation processes to support their claims and withstand IRS review. Mark Dunning, partner at TaxOps, will break down what the IRS is really asking for when it comes to business components by activity and how to build a defensible audit trail through contemporaneous documentation. This session will also explore the role of cross-functional collaboration—especially with engineering and accounting teams—in identifying gaps, improving data quality, and reducing audit risk. Whether you’ve already received an IRS notice or want to stay ahead of compliance challenges, this webinar will equip you with practical strategies to protect your R&D credit claims. 

Learning Objectives

• Interpret IRS expectations for documenting business components by activity to establish proper nexus for R&D credit claims. 
• Develop a defensible audit trail using contemporaneous documentation practices aligned with IRS standards. 
• Identify red flags in third-party R&D credit methodologies and evaluate associated compliance risks. 
• Formulate appropriate responses to IRS notices involving uncertain tax positions. 
• Implement strategies to mitigate Section 174 capitalization impacts and coordinate internal teams for audit readiness. 

Major Topics

• IRS expectations for nexus and business component documentation 
• Contemporaneous recordkeeping and audit trail best practices 
• Risk evaluation of aggressive credit methodologies 
• Response strategies for IRS correspondence and tax position disclosures 
• Section 174 capitalization planning and cross-functional compliance coordination 

Presenters

Mark Dunning, Partner, TaxOps,

Read more

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post Audit Readiness: An IRS Primer for R&D Credit Compliance CPE first appeared on TaxOps.

Join TaxOps’ Lindsay Haskell and Lauren Staub as they dig into the complex details of ASC 740, with a practical approach for business taxpayers 4-credit CPE course at CPE4U.

A Practical Approach to ASC 740

Online Only | 4.0 Credits

Monday, November 3 | 1:00 PM – 4:30 PM MT

ASC 740, the financial accounting standard for computing and reporting income tax provisions, demands painstaking attention to detail. This course will provide an overview of the basic concepts of ASC 740 and the practical affect on financial statements and disclosures for recent changes in laws and regulations on the income tax provisions, deferred tax assets and liabilities, business combinations, and shareholder reporting.

Learning Objective

After completing this course, you will be able to:

• Summarize the principles of ASC 740, types of taxes, and the business application.
• Illustrate an income tax provision with receivables, deferred taxes and liabilities, uncertain tax position, valuation allowance, and tax expense.
• Recognize the difference between accounting estimates and errors, and the impact of ­variable tax rates on each component.
• Describe income tax accounting for stock-based compensation.
• Identify legal, regulatory, and situational factors that impact accounting for income taxes.
• Explain the impact of business combinations on ASC 740.
• Define transfer pricing as it relates to ASC 740.
• Communicate more effectively with auditors.
• Distinguish between International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP) tax accounting treatment.

Instructors:

Lindsay Haskell, CPA
Director, Corporate Tax
TaxOps

Lindsay Haskell has more than 15 years of public and private accounting experience in corporate, income tax provision and compliance as well as indirect tax experience. As a main point of contact in client matters, directing client workflows and relationships, Lindsay’s energy and tenacity are aimed at doing what is best for clients, which includes dynamic companies worldwide. Clients appreciate her deep subject matter expertise, hands-on attention to detail, and straightforward answers. Lindsay also works with business strategy tax impact analysis, transfer pricing and foreign reporting, M&A due diligence and entity restructuring, making sure the tax pieces fit business goals. Her role extends to counseling clients under audit and aiding in their efforts to develop corporate tax departments.

Lauren Staub, CPA
Senior Manager, Corporate Tax
TaxOps

Lauren Staub is well-versed in tax compliance and business advisory solutions, specializing in corporate tax compliance and accounting for income tax provision standards. Her experience includes managing sophisticated public and multinational company issues around ASC-740, valuation allowances, and uncertain tax positions. In this complicated realm of tax, she works closely with corporate clients and teams to meet project goals and brings technical strengths and ideas that lead to more efficient processes and delivery methods.

More Tax News

• Auditor Independence in the Age of Private Equity: What CFOs Need to Know
• R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
• Section 174 Decoupling: What Tax Pros Need To Know State By State
• TaxOps Welcomes Sean Espy as Partner, Tax Minimization
• Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

The post A Practical Approach to ASC 740 CPE first appeared on TaxOps.