Best Capstan Tax Strategies Podcasts (2025)

1
Funding Sustainability: Beyond the Spreadsheet with Stephen Arrivello and Brad Molotsky 31:53

5d ago31:53

31:53

We're joined by a panel of experts in this special episode exploring the intricacies of energy-efficient development financing: 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 o…

1
Goodbye ITC, Hello CEIC: Two Versions of the Solar Panel Credit 21:45

1M ago21:45

21:45

Director of Energy Incentives Bill Harbeson returns to Capstan Live to explain what's changed — and what hasn't — regarding renewable energy system Credits. Join us as Bill explains: How to employ a 5x savings multiplier What to consider when planning a project The role cost seg plays in claiming the ITC/CEIC Why savvy taxpayers will claim this Cre…

1
Beyond the Spreadsheet with David Hartmann, CEO 49:00

3M ago49:00

49:00

David Hartmann has built a custom software empire that boasts some amazing numbers: 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 castle…

1
EV Charging Station Credit: Speeding to Savings 22:05

3M ago22:05

22:05

Director of Energy Incentives Bill Harbeson returns to Capstan Live to walk us through the EV Charging Station Credit. Many areas are starting to mandate EV charger installation in new developments — why not get paid back? Join us as Bill explains: How to benefit from a little-known apprenticeship exemption That time may be of the essence when it c…

1
Beyond the Spreadsheet with Margo McDonnell CRE, CES 33:41

4M ago33:41

33:41

Margo McDonnell is a respected author, speaker, and subject matter expert who has been facilitating 1031 exchanges for over 3 decades. She spearheaded the effort to establish a national certification to regulate her industry – the “CES” – and is one of less than 200 Certified Exchange Specialists in the US. Listen in as Margo: - Debunks common 1031…

1
Beyond the Spreadsheet with Robyn D. Jefferson, CPA 30:11

5M ago30:11

30:11

According to a 2022 study on cnbc.com, accounting is perceived as the second most boring job in the world, right below data entry. Robyn D. Jefferson, CPA, is on a quest to give our industry's “bad reputation” a makeover.   Robyn singlehandedly built a successful firm on the basis of her personality, and she's here to explain that authenticity — wi…

1
Capstan's 4th Annual Year End Top Ten Episode 53:05

6M ago53:05

53:05

It's everyone's favorite episode — the Year End Top 10! This year Capstan stars Terri Johnson, Bruce Johnson, Jacob Wood, and Bill Harbeson bring wit and wisdom to the pod, hitting on all the highlights of the last 12 months. New to this year's list: How to avoid IRS scrutiny when it comes to land allocation Changes coming to the Investment Tax Cre…

1
Beyond the Spreadsheet with Joey Havens 28:49

7M ago28:49

28:49

Joey Havens has been growing leaders in the accounting industry for over 30 years and — even though he’s officially retired – he doesn’t seem to be stopping any time soon. He spent decades at Horne, including his role as Executive Partner, where he created a people-first culture known as the “Wise Firm.” These days Joey shares his expertise through…

1
Beyond the Spreadsheet with Herb Baker 34:56

8M ago34:56

34:56

When you think of NASA, you probably picture space shuttles and moon launches -- that's the glamorous stuff. But the innovation happening at NASA is underpinned by a group of dedicated accountants and professionals who are crucial to the organization's mission. Today's guest, Herb Baker, is one of those people. In his 42 years at NASA, Herb worked …

1
Beyond the Spreadsheet with Jody Padar, The Radical CPA 35:47

9M ago35:47

35:47

Jody Padar is one of the most disruptive and impactful pioneers in the accounting industry. An early adopter of technology and social media, Jody's been shaking things up for decades now, shepherding our industry forward through her conception of the “New Firm.” There's a reason she's known as The Radical CPA. This episode is packed with thoughtful…

1
Beyond the Spreadsheet with Bryan Cogliano and Frank Hanna Jr. of Revolution X 40:32

10M ago40:32

40:32

Ready to hear something revolutionary? 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 the…

1
Beyond the Spreadsheet with Leendert Enthoven 23:53

11M ago23:53

23:53

Utility rebates may be the energy world's best kept secret. Thousands of incentives benefit property owners who install energy-efficient equipment like LED lighting, HVAC systems, EV (electrical vehicle) chargers and more. Leendert Enthoven, founder of BriteSwitch (briteswitch.com), is here to give us a primer on this little-known opportunity, expl…

1
Beyond the Spreadsheet with Angie Grissom 44:26

1y ago44:26

44:26

Angie Grissom, MBA, has been consistently named one of the Top 100 Most Influential People in Accounting for the last decade. She's an author, a speaker, a coach, and a visionary who believes in people. One thing she's not? An accountant. Listen in as Angie discusses: How she paved her own path (and how you can too!) The importance of firm culture …

1
Beyond the Spreadsheet with George Burchlaw, MBA 21:25

1y ago21:25

21:25

Having worked in real estate for decades, George Burchlaw noticed that regardless of size, real estate investment firms seemed to be drowning in data. He realized that firms needed a software platform more nuanced and customizable than a simple Excel spreadsheet, but that they also needed a partner to organize and analyze data on that mythical plat…

1
Beyond the Spreadsheet with Ashley Northcutt 30:17

1+ y ago30:17

30:17

Ashley Northcutt is one of the most fascinating and accomplished women we know. Her personal transformation is inspiring — Ashley left a high-powered position in tax to launch the non-profit Women's Affordable Housing Network. Ashley goes to bat each and every day for women working in affordable housing and women living in affordable housing. It's …

1
Beyond the Spreadsheet with Greg Kyte 46:57

1+ y ago46:57

46:57

Greg Kyte is known as "The Comedy CPA" — and we're not kidding. On this episode, Greg talks about the therapeutic effects of finding the humor in our industry. Greg is the author and illustrator of Exposure Drafts Cartoons (https://www.instagram.com/exposuredrafts/), a hilarious single-panel comic that satirizes the daily absurdity. He's also the c…

1
Beyond the Spreadsheet with Jenny Massey 20:55

1+ y ago20:55

20:55

Welcome to Beyond the Spreadsheet, a special podcast series from Capstan Live. Our goal is to spark authentic conversation about our industry, and we've invited some of the smartest, most influential people we know to join us. Our first guest, Jenny Massey, CRE, is Director of Site Selection and Business Incentives at Sikich LLP. She's also an arch…

1
Special Episode: Year End Top Ten! 58:53

1+ y ago58:53

58:53

It's the Third Annual Year End Top 10 Podcast, where multiple Capstan stars come out to shine! Join Bruce, Terri, Ziv, and Jacob as they run through this year's must-knows, while sharing a few laughs and some good-natured banter. Unsurprisingly, IRA-related topics take 3 up three spots on this year's list, and even edge out Mandatory Amortization o…

1
One Year Since the IRA: Where Do We Stand? 35:11

1+ y ago35:11

35:11

It's been almost a year since IRA provisions took effect back in January, and there are still a lot of unanswered questions. Capstan Partner Bruce Johnson returns to the pod to share industry insights including: Why the maximum benefit may be out of reach for many developers How contractors are feeling about Prevailing Wage/Apprenticeship Requireme…

1
Short Takes: Triple Net Lease Properties 14:02

2y ago14:02

14:02

Bruce Johnson returns to the podcast to discuss triple-net-lease, or "NNN" properties. 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 wi…

1
Hot Industries for R&D: Manufacturing and Custom Product Design 20:20

2y ago20:20

20:20

The R&D Tax Credit was initially created with manufacturers in mind, and today manufacturers claim 70% of all R&D Tax Credits. Jacob Wood, JD, returns to the Pod to explain: What types of manufacturers can qualify Potential scope of savings The taxpayer-friendly implications of the "Substantially All" rule Why a company's problem-solvers are key to…

1
Hot R&D Industries: Food and Beverage 19:22

2y ago19:22

19:22

Commercial food and beverage production is all about innovation, making it a great source of R&D Tax Credits. Capstan Regional Director Jacob Wood ([email protected]) returns to the pod to give us the (ice cream) scoop on R&D in Food and Bev: Qualifying activities throughout the supply chain — from formulations, to scaling up, certification test…

1
Hot R&D Industries: Software Development 21:12

2y ago21:12

21:12

Software is everywhere. And the constant innovation and improvement involved in software development makes it a perfect industry for R&D Tax Credits. Join Regional Director Jacob Wood ([email protected]) as he discusses: Which activities apply for the R&D Tax Credits The nuances of internal-use software What kind of savings software companies ca…

1
Short Takes: Multifamily Property 16:41

2+ y ago16:41

16:41

Our new Short Takes series provides brief but thoughtful topic overviews — perfect for those times you just need a high-level view. This month Bruce Johnson talks about: What makes multifamily facilities such great cost seg candidates How the IRA is changing the game for MF owners/developers Why MF remains a huge vertical amid current affordability…

1
The Mandatory Amortization of Section 174 Expenses: What CPAs Must Know 19:23

2+ y ago19:23

19:23

Capstan R&D Tax Credit experts Lindsey King and Carly Coker return to the pod to discuss the implications of Sec. 174 amortization. Interplay Between Sec. 174 and Sec. 41 The Way We Were (i.e. Sec. 174 treatment before TY 2022) The Current Situation Rev. Proc. 2023-11 and What Makes it Taxpayer-Friendly The Impact of Mandatory Amortization What the…

1
Short Takes: Self-Storage Facilities 12:37

2+ y ago12:37

12:37

Our new Short Takes series provides brief but thoughtful topic overviews — perfect for those times you just need a high-level view. This month Bruce Johnson talks about: What makes self-storage facilities such great cost seg candidates How expected yield may vary in urban v. suburban projects The repositioning phenomenon And lots more, in less than…

1
Our Second Annual Year End Top 10 53:10

2+ y ago53:10

53:10

Join us for an action-packed discussion of the Top Ten Things You MUST Know for TY 2022 in this special episode of Capstan Live! Terri Johnson, Bruce Johnson, and Ziv Carmel return to the pod for an all-star roundtable, reviewing a year’s worth of headlines, strategies, and analysis. Plus, special guest Jacob Wood cameos to talk about the latest R&…

1
A Game Changer: How the Inflation Reduction Act is Transforming Energy-Efficient Tax Incentives 36:09

2+ y ago36:09

36:09

The IRA is bringing sweeping changes to EPAct 179D and 45L. Bruce Johnson — our resident energy expert — returns to the pod. He'll walk us through what's already changed, what will change next year, what isn't changing, and what it all means. All the info and analysis you need to fully leverage the IRA in 2023 — don't miss Capstan's take on this gr…

1
R&D Credits Then and Now: What the Inflation Reduction Act Means for You 35:26

3y ago35:26

35:26

The R&D Tax Credit has come a long way, baby! Join Capstan Regional Director Jacob Wood as he traces the evolution of the Credit from its humble origin to the amplified and expansive Credit we enjoy today. Jacob will touch on the implications of all relevant legislation and will share the actionable info you need to take advantage of the Inflation …

1
Say Hello to 45L 20:55

3y ago20:55

20:55

While EPAct 179D gets a lot of attention, 45L is often considered an “afterthought.” However, this oft overlooked credit packs a powerful punch, and is worthy of a podcast all its own. Join Terri Johnson as she digs into the details of this lucrative incentive and delivers the scoop on a timely strategy for 9/15.…

1
Stepping Out with 754 Step-Ups 19:16

3y ago19:16

19:16

The 754 step-up is notoriously complicated, and it’s easy to overlook the inherent cost seg potential while dealing with all the moving parts. Consider this episode your official reminder that the new basis and service date seen in a step-up may tee up an excellent cost seg opportunity. Capstan Partner Bruce Johnson walks us through the details, sh…

1
Tax Season is Over... Take a BREATH... 39:05

3y ago39:05

39:05

We are truly honored to welcome Rob Ord, Vice President of Operations for Unbeatable Mind. Having spent 16 years as a Navy Seal, Rob now brings the elite mental discipline of the military to corporate leaders, athletes, and anyone seeking self-refinement. By helping people unlock new levels of potential and self-mastery, Rob helps companies reach n…

1
The A-to-Z on R&D 29:24

3y ago29:24

29:24

Welcome Lindsey King and Carly Coker to the Pod! As part of Capstan’s R&D Tax Credits Division, Carly and Lindsey have successfully captured hundreds of R&D Tax Credits in a plethora of industries. They’ll walk us through the R&D Credit study process, review eligibility criteria, and explain exactly what constitutes a qualified research expense. Lo…

1
Who’s The VIP? QIP! 20:17

3y ago20:17

20:17

In this episode, we do a deep dive into Qualified Improvement Property. This lucrative incentive packs a punch, but alas, all improvements do not fall under the QIP umbrella. Join Capstan Partner Bruce Johnson as he pulls apart the tax code definition, breaking it down to determine exactly what is – and what is not – considered QIP. If you deal wit…

1
As We Anticipate a Bonus Depreciation Step Down, Can Section 179 Expensing Step Up? 13:59

3+ y ago13:59

13:59

Unless something changes on Capitol Hill, the golden days of 100% bonus depreciation are numbered. What’s a taxpayer to do? Could Section 179 Expensing help fill the void? Join Capstan Partner Bruce Johnson as we compare these strategies, speculate on the use of Section 179 moving forward, and address state limits on this federal incentive. We also…

1
LIFO Relief: A Timely Alternative to Reduce Your Tax Burden 49:09

3+ y ago49:09

49:09

Low inventory, high profit margins, and the LIFO method of accounting have resulted in a higher taxable income for many. Why wait for the Treasury to provide relief under Section 473? Special guest and industry giant Will De Filipps, CPA, PC, suggests that a far better strategy for avoiding additional tax burden is to take advantage of a beneficial…

1
Dealing With Dealerships 28:15

3+ y ago28:15

28:15

Capstan’s Director of Engineering Ziv Carmel makes a triumphant return to the pod! Many auto dealers are turning to cost seg to offset pandemic-related cash flow issues. Join us as Ziv explains why auto dealerships make such great candidates for cost segregation studies and what kind of first year tax savings are possible. As an engineer with decad…

1
SPECIAL EPISODE: Year-End Top Ten! 34:55

3+ y ago34:55

34:55

Tax is season is here but have no fear! This special episode of Capstan Live! will get you up to speed with an action-packed discussion of the Top Ten Things You MUST Know for TY 2021. Terri Johnson, Bruce Johnson, and Ziv Carmel return to the pod for an all-star roundtable, reviewing a year’s worth of headlines, strategies, and analysis in a tight…

1
Cost Segregation and 1031 Exchanges: Kind of Like Peanut Butter and Jelly? 23:31

3+ y ago23:31

23:31

Capstan Partner Bruce Johnson joins us for to discuss these great tax strategies and to weigh in on what food-related simile would best describe their use in tandem. PLUS – new final regs redefine what can be considered “Real Property” for the purposes of a 1031 Exchange. Bruce has the scoop on this breaking news, and explains why it’s a win!…

1
What’s So Great About the TPRs? 28:27

3+ y ago28:27

28:27

Capstan Partner Terri S. Johnson sings the praises of the Tangible Property Regulations. Terri’s attitude is contagious, and you’ll find yourself excited about expensing options, enthused about the BAR and Materiality Tests, and positively over the moon about Partial Asset Disposition. And the best thing about the TPRs? They play very nicely with o…

1
Depreciation and the Non-Profit Tenant: What’s the Scoop? 39:43

3+ y ago39:43

39:43

On this episode we tackle a complicated subject – how should owners treat tax-exempt use property regarding depreciation? A topic this tricky calls for a very special guest, and we are honored to welcome Brian O’Sullivan, CPA, CVA, of the LG Legacy Group, LLC! Brian brings his signature wit and wisdom to the pod, guiding us through an analysis of t…

1
Green is the New Black 15:48

4y ago15:48

15:48

It IS easy being green now that the EPAct 179D tax deduction has been permanently extended! And another year of 45L tax credits is just icing on the cake… Join Bruce Johnson, Founding Partner, as he talks us through the subtleties of these energy-efficient real estate tax incentives, touching on eligibility, scope of savings, and study logistics.…

1
Multifamily Matters 23:19

4y ago23:19

23:19

Founding Partner Bruce Johnson is back on Capstan Live, discussing the evergreen nature of multifamily property. Why do investors continue to flock to the multifamily sector? How has recent legislation enhanced the potential tax savings on these properties? And what is Bruce’s personal favorite tax strategy? All will be revealed in this episode of …

1
The Life Cycle of Real Estate 24:01

4y ago24:01

24:01

Capstan Managing Partner Terri S. Johnson, CRE, takes us on a lively walk through the Life Cycle of Real Estate. We’ll discuss the utility of cost segregation at each stage of the cycle and highlight planning notes that can put the thoughtful investor ahead of the game. Plus, request a copy of our new infographic called – surprise! – The Life Cycle…

Podcasts Worth a Listen

Capstan Tax Strategies Podcasts

Podcasts Worth a Listen

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