Yeo & Yeo Webinar Series with McGuire Sponsel: Maximizing Tax Opportunities Under the One Big Beautiful Bill Act
Tuesday, August 12 | This series has concluded. Links to the recordings are below.
Yeo & Yeo is proud to partner with specialty tax firm McGuire Sponsel for a three-part webinar series exploring how the One Big Beautiful Bill Act (OBBBA) impacts depreciation, R&D credits, and economic incentives. Gain practical insights from industry leaders to help you navigate tax changes, plan strategically, and unlock savings.
Depreciation Decisions That Deliver: Leveraging the OBBBA for Bonus, Energy, and Beyond
Wednesday, July 30, 1:00 – 2:00 p.m.
Presenter: Dave McGuire, co-founder of McGuire Sponsel
The One Big Beautiful Bill Act (OBBBA) brings major updates to depreciation: it extends 100% bonus depreciation, phases out energy incentives like Section 179D, and adds new deductions for Qualified Production Property. These changes make contract and placed-in-service dates more important and require extra attention to energy property rules as old incentives end.
In this session, McGuire Sponsel’s Dave McGuire will break down the latest depreciation-related provisions and what they mean for businesses heading into filing season. Attendees will gain insight into strategic planning decisions and how to navigate the shifting legislative landscape.
- Interpret the binding contract and placed-in-service rules under the new bonus depreciation framework
- Understand what qualifies as Qualified Production Property under the OBBBA
- Evaluate changes to the treatment of solar panels and other energy property
- Prepare for the expiration of Section 179D and other energy-related incentives
R&D in the Wake of Reform: What the New Law Means for Credit Claims, Compliance & Strategy
Tuesday, August 5, 1:00 – 2:00 p.m.
Presenters: Garrett Duffy and Tanner Niehaus, CPA
The One Big Beautiful Bill Act brings long-awaited clarity to Section 174, but also ushers in a new era of complexity for R&D tax planning. While the federal R&D credit remains a valuable tool, heightened IRS scrutiny—paired with finalized changes to Form 6765 and the addition of Section G—demands a more strategic, well-documented approach.
In this session, McGuire Sponsel’s TJ Sponsel and Tanner Niehaus, CPA, will explore what the new federal law means for credit claims and how to stay ahead of the compliance environment. Attendees will walk away with actionable strategies and real-world examples to strengthen documentation practices.
- Understand how the final federal legislation impacts Section 174 amortization and R&D credit eligibility
- Navigate key changes to IRS Form 6765 (Credit for Increasing Research Activities), including new Section G requirements
- Apply audit-tested documentation strategies that support IRS compliance
- Proactively protect and optimize R&D credit claims in a post-reform landscape
Maximizing Credits & Incentives: How Strategic Location Decisions Can Unlock Long-Term Value
Tuesday, August 12, 2:00 – 3:00 p.m.
Presenters: Ben Worrell, MBA, and Chad Collier
Whether expanding operations, investing in new equipment, or adding jobs, growth decisions often come with hidden opportunities—if you know where to look. Across the U.S., state and local governments offer economic incentives to attract and retain businesses, but too many companies miss out due to poor timing or lack of guidance.
In this session, McGuire Sponsel’s Ben Worrell, MBA, and Chad Collier will explore how businesses can take a more strategic approach to site selection, capital planning, and hiring initiatives by leveraging economic development incentives. Through real-life examples and practical insight, attendees will learn when and how to engage in the process, what programs may be available, and how to avoid the common missteps that leave value on the table.
- Understand what location advisory is and why timing is critical
- Recognize the types of projects that may qualify for state and local incentives
- Identify common incentive programs tied to job creation, capital investment, and expansion
- Learn how to integrate incentive planning into business or client growth strategies
- Avoid common pitfalls that limit incentive eligibility or reduce benefit value
About McGuire Sponsel
McGuire Sponsel is a nationally recognized specialty tax firm that collaborates with over 450 CPA firms nationwide. As an extension of Yeo & Yeo’s team, McGuire Sponsel brings specialized expertise beyond traditional tax services, including Research & Development Tax Credits, global business services, and Fixed Asset Services such as cost segregation, 179D/45L energy incentives, fixed asset management, and asset reviews.