Tax Minimization Articles

R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA

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,...

TaxOps Welcomes Sean Espy as Partner, Tax Minimization

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...

ASC 740: Impact on Your Financial Statements CPE

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 Register Strengthen your ASC 740...

TaxOps Announces Lindsay Haskell as Partner, Corporate Tax

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,...

U.S. Business Innovation and R&D Tax Credit Series CPE

Aug 25, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

In this 3-part series, Mark Dunning and Jamie Overberg of TaxOps will lead tax professionals, advisors, and in-house...

One Big Beautiful Bill Act Think-Tank – Business Tax for COCPA

Aug 18, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

Hosted by Allen Gregory of TaxOps, this interactive think tank—part of the COCPA Hot Topics series—is designed for tax...

TaxOps Presents Tax Law Updates and Technical Sessions at RMAC

Aug 11, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

TaxOps is proud to sponsor the 40th Anniversary Toast and present at the 2025 Rocky Mountain Area Conference (RMAC)!...

Allen Gregory on Value-Based Pricing for The Boomer Briefing

Apr 2, 2024 | ASC 740, Federal Tax, State and Local, Tax Minimization, Tax News

On this episode of the Boomer Briefing Podcast, Allen Gregory, Partner, Federal Tax at TaxOps, talks about billing...

Eligible for Lucrative R&D Credits?

Mar 6, 2024 | Main Tax Min, Tax Minimization, Tax News

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

IRS New Rules for Amortizable Research Expenses and Automatic Accounting Changes

Feb 27, 2024 | Tax Minimization, Tax News

A new IRS Notice and Rev. Proc. allows taxpayers to correct errors made in 2022 in the 2023 tax year, avoiding messy...

Navigating Return to Provision Adjustment in ASC 740

Feb 13, 2024 | ASC 740, Federal Tax, State and Local, Tax Minimization, Tax News

Lindsay Haskell and Dan DeLau take a closer look at unraveling errors and changes in estimates for accurate financial...

Stacey Roberts Presents on Local Tax and Industry Updates CPE

Feb 6, 2024 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

Join Stacey Roberts as she teaches sessions on local tax and industry updates at this year's Advanced Workshop for the...

Meeting Section 174 Capitalization Requirements CPE

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...

Lauren Staub Promoted to Senior Manager

Jan 19, 2024 | ASC 740, Federal Tax, State and Local, Tax Minimization, Tax News

Lauren Staub at TaxOps has been promoted to Senior Manager. Lauren consistently demonstrates her dedication to solving...

Seeking Legislative Change to Bad Tax Policy on §174

Dec 20, 2023 | Tax Minimization, Tax News

Accounting for Section 174 continues to plague companies with no Congressional relief so far. Jamie Overberg dropped...

State Tax Issues for Investment Management Companies

Nov 29, 2023 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

Stacey Roberts, TaxOps, and Timothy Noonan, Hodgson Russ, LLP, return to the Private Investment Fund Tax &...

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