Solutions to Fund Your Future

Solutions to Fund Your Future.

“CTA has been a tremendous help for Tamarack Grove and what we do each year.

My firm is all about relationships and they run theirs the same way.”

- Brian Sielaff, CEO Tamarack Grove Engineers Research + Design Client

GET TO KNOW CTA With a laser focus on expertise, quality, and relationships, CTA strives to deliver tax credit results you would expect from a large firm, while providing the focused attention you would get from a small one. Our goal is to provide you with expert advice, accurate results, and a lasting relationship.

Our Services Research + Development

179D Green Energy Incentive

Cost Segregation

Opportunity Zone Credits

ABOUT THE COMPANY

OUR TEAM Our firm is recognized as one of the leading firms in our industry throughout the nation. By combining our expertise, experience, and the energy of our staff, each client receives close, personal, enthusiastic, and professional attention. Our high standards, service, and specialized staff make all the difference when comparing CTA to other firms. We make sure that every client is served by the expertise of not only their personal account manager, but our entire firm.

Washington

North Dakota

Maine

Montana Oregon

Minnesota

Idaho

Vermont New Hampshire

Wisconsin

South Dakota

Michigan

Wyoming

Nebraska

Rhode Island Connecticut

Iowa

Pennsylvania

Nevada Utah

Illinois

Indiana

Ohio

Kansas

New Jersey Delaware Maryland

West Virginia

Colorado California

Massachusetts

New York

Virginia

Missouri Kentucky

No rt h C a ro li n a Tennessee Arizona Oklahoma

New Mexico

So ut h C a ro li n a Arkansas Mississippi

Alabama

Georgia

Texas Louisiana

Alaska Florida

Hawaii

CTA Client States

CTA Offices

Since 2003, Mike Woeber and Dawson Fercho have been delivering Research tax credit services to companies in all industries across the United States. In 2014, we realized that highly specialized tax services had become more transactional and less client focused, prompting us to form our own company, CTA. Our new company was founded on the principal of becoming an extension of our clients’ tax advisory team by bringing measurable value to them. That value is delivered when our clients realize a tax benefit for a reasonable cost.

Mike Woeber

Dawson Fercho

CEO and President

VP of Business Development

mikew@corporatetaxadvisors.com

dawsonf@corporatetaxadvisors.com

Gary Kucera, CPA VP of Operations

garyk@corporatetaxadvisors.com

CTA Metrics and Differentiators • 29 Staff Employees

• $43 million annual research tax credits

• 5 Professional Engineers

• 12% of our clients within ENR 500 List

• 12-year average R&D experience within senior project staff

• Industry associations – Sponsors, Speakers, Writers, Bloggers

• Senior Staff involved in all R&D study analysis’

• Zweig Group, PSMJ, EFCG, ACEC, AEC Advisors, LLC, DBIA, AIA/States

• 325 A/E industry clients

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CORPORATETAXADVISORS.COM

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Vikki Johnson, CPA

Ray Armendariz

R&D Consultant

Director of Engineering

vikkij@corporatetaxadvisors.com

raya@corporatetaxadvisors.com

CORPORATETAXADVISORS.COM

RESEARCH + DEVELOPMENT

JOB TAX CREDITS RAPID ECONOMIC DEVELOPMENT POTENTIAL

Increase Profitability and Finance Growth The R&D Tax Credit helps companies of all sizes underwrite the cost of innovation. Although manufacturing and technology companies have historically reaped the greatest benefit, virtually any company that designs, develops, or improves a product or process may be eligible, including engineering, architecture, and construction companies.

Georgia has been ranked #1 for businesses since 2012. As of 2019, over 40 state and local tax credits are available to Georgia-based companies. The Job Tax Credit and Quality Job Tax Credit programs are the most aggressive and lucrative tax credits available. These tax credit programs allow companies to offset 100% of their state withholding tax liability.

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179D CASE STUDIES

COST SEGREGATION Classification of Costs Allow Lucrative Tax Savings

EPACT 179D Energy Efficiency, Save Taxes This deduction allows a company to deduct energyefficient commercial building improvements to mechanical and electrical systems. Under the preBudget Act law, this deduction didn’t apply to property in service after 12-31-2016 but has been extended to apply to property placed in service before 1-1-2018.

This study allocates construction or acquisition costs to specific categories – maximizing accelerated depreciation for qualifying building components. The shorter the depreciation period, the more significant tax savings are realized. This study also increases your sales tax exemptions, lowers your property taxes, and provides the basis for your property records system.

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THOUGHT LEADERSHIP + NEWS Click to learn more

THE CAPITALIZATION AMORTIZATION ISSUE

DEMYSTIFYING THE R&D TAX CREDIT

PTS-20-07-CoverFInal.qxp_Journal covers 6/12/20 5:42 PM Page 1

July 2020

Deductions for a Gig Economy R&D Tax Credits

EMPLOYEE RETENTION

COVID-19: Recent Tax Developments

TAX CREDIT

Huntsville, AL | Atlanta, GA | Kansas City, MO | Los Angeles, CA | Dallas, TX | Charleston, SC Huntsville, AL | Atlanta, GA | Kansas City, MO | Los Angeles, CA | Dallas, TX | Charleston, SC

p: 256.970.7129 info@corporatetaxadvisors.com corporatetaxadvisors.com LinkedIn: Corporate Tax Advisors

Solutions to Fund Your Future.