Tag Archive: "Tax Planning"
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Financial Services Impacted by New R&D Capitalization Requirements
This blog was authored by my colleague Sean Croteau, a director in our federal tax strategies group. There are new rules requiring the capitalization of Section 174 costs that apply across many industries, including financial services. Banks, insurance companies, and other players in the financial services space often spend significant resources on research and development […]
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Don’t Overlook the R&D Tax Credit for Your Next Fintech Investment
This blog was authored by my colleague Michael De Prima, a principal in our federal tax strategies group. Financial service companies may not seem like typical candidates for research and development (R&D) incentives, but the technology investments these organizations make can present excellent opportunities to capture the R&D tax credit. The federal R&D credit has […]
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Common Threads from 2019 Tax Planning Meetings
Throughout October and November, our tax leaders have been meeting with bankers across the country to discuss tax planning for 2019 and beyond. There have been a number of common threads emerging from these discussions regardless of bank size or geography.