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Designed for A&E principals, project leaders, and firm financial officers

Recent changes to Section 174 are creating powerful new opportunities for A&E firms. This session is designed for Firm Principals, Project Architects, Engineers, and financial leaders who want to claim valuable R&D credits for work you already do, such as determining alternative structural designs, developing new assembly methods, creating sustainable designs, and overcoming complex site conditions.

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Get ahead of recent tax code changes

Whether you're leading a boutique design studio or a large multidisciplinary engineering firm, this webinar will help you:

Master the implications of Section 174 changes for your firm's projects and finances.

Determine your firm's eligibility for powerful retroactive R&D deductions.

Distinguish between contract structures (e.g., fixed-fee vs. time and materials) to understand who holds the financial risk and the right to claim the credit.

Learn how recent tax court decisions (e.g., Populous Holdings) have affirmed that firms can retain research rights even when clients own the final documents.

Implement documentation best practices for project activities like preliminary CAD modeling, materials testing, and developing innovative assembly techniques.

Discover how even a small subset of a project, like an HVAC system, can qualify for credits under the "shrink-back rule".

Agenda

This session will provide a comprehensive look at the R&D tax landscape through an A&E lens, including:

Qualifying A&E Activities:

A review of eligible activities, from improving HVAC and electrical systems to creating sustainable and environmental designs.

Financial Risk & Contract Language:

How fixed-fee arrangements indicate your firm assumes financial risk, strengthening your claim for the credit.

Financial Risk & Contract Language:

How fixed-fee arrangements indicate your firm assumes financial risk, strengthening your claim for the credit.

Key Court Cases Demystified:

Learn from recent rulings like Populous Holdings and Harper, where courts sided with design and construction firms over the IRS.

The Opportunity in 2025:

A breakdown of the new law restoring immediate R&D expensing for domestic design and engineering projects.

Rights and IP:

Understand why client ownership of design documents does not necessarily prevent your firm from claiming the credit for the underlying research.

Compliance & Defensibility:

Best practices for preparing an IRS-defensible R&D study with a focus on documentation for the entire design lifecycle.

The Opportunity in 2025:

A breakdown of the new law restoring immediate R&D expensing for domestic design and engineering projects.

The Opportunity in 2025:

A breakdown of the new law restoring immediate R&D expensing for domestic design and engineering projects.

See Real-World A&E Case Studies

This webinar will feature practical case studies, including:

How an engineering firm claimed a $47,000 credit for projects that included developing unique wall designs and reinforcing roof trusses for mechanical units.

How an architecture firm secured a $36,000 credit for a workplace project that used 3D CAD modeling to optimize natural light and improve space planning.

This session is essential for:

This webinar is critical for any firm in the Architecture, Engineering, and Construction (AEC) industry engaged in developing or improving designs, processes, or techniques.

A&E Firm Owners & Principals

Project Architects & Project Managers

Lead Engineers (Structural, MEP, Civil)

CFOs & Controllers in A&E Firms

Financial Advisors for the AEC Industry

Save your spot

Spaces are limited. Fill out the form below to register for this essential webinar and take the first step toward maximizing your R&D incentives.

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