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Tax Ideas for a Booming IndustryMarch 20, 2017

Phillip M. Ross, CPA, CGMA, Practice Leader; and Christopher Kelly, CPA, Partner; Anchin's Construction Industry Group

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Tax Ideas for a Booming Industry
Key Employee Retention Plans for Construction Firms: Retaining Top Talent Remains a Challenge for Privately-Held Companies
Key Employee Retention Plans for Construction Firms: Retaining Top Talent Remains a Challenge for Privately-Held Companies
March 15, 2017

Marc Newman, Associate Managing Partner 
and Phillip M. Ross, Partner

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Key Employee Retention Plans for Construction Firms
Software Development and the Research Credit
Software Development and the Research Credit
March 1, 2017

Yair Holtzman, Partner; Gleb Gorkhover, Manager; and Michael Ganz, Supervisor

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Software Development and the Research Credit
  • Tax Ideas for a Booming Industry
    Tax Ideas for a Booming Industry3/20/2017Phillip M. Ross, CPA, CGMA, Practice Leader; and Christopher Kelly, CPA, Partner; Anchin's Construction Industry Group

    The construction industry is alive and well in 2017. As a major force in New York and the greater US economy, it employs more than 6 million workers at 650,000 companies, while creating structures worth nearly $1 trillion each year, according to the Associated General…

  • Key Employee Retention Plans for Construction Firms: Retaining Top Talent Remains a Challenge for Privately-Held Companies
    Key Employee Retention Plans for Construction Firms: Retaining Top Talent Remains a Challenge for Privately-Held Companies3/15/2017Marc Newman, Associate Managing Partner and Phillip M. Ross, Partner

    Construction companies face a variety of overwhelming, unique challenges. Apart from the competitiveness of the industry—which is a challenge in itself—the fact that many projects take months or years to complete can make the workflow cycle much longer than in other industries. Other challenges in…

  • Software Development and the Research Credit
    Software Development and the Research Credit3/1/2017Yair Holtzman, Partner; Gleb Gorkhover, Manager; and Michael Ganz, Supervisor

    This article discusses the definition, workings, recent history / developments, and calculation methodologies for the R&D tax credit. It then offers specific examples of qualifying and nonqualifying activities related to software development and presents specific case studies of commercial software products and internal use software…

  • Debunking Some Common R&D Tax Credit Myths
    Debunking Some Common R&D Tax Credit Myths12/5/2016Yair Holtzman, Partner; Gleb Gorkhover, Manager; and Michael Ganz, Supervisor

    Yair Holtzman, Gleb Gorkhover and Michael Ganz of Anchin Block & Anchin examine common myths that deter companies from claiming benefits of the research and development tax credit. ‘‘A large segment of small- and medium-sized business owners and management teams haven’t taken advantage of this…

  • A Comparative Review: Innovation-Centric Tax Incentives in the U.S. and U.K.
    A Comparative Review: Innovation-Centric Tax Incentives in the U.S. and U.K.11/22/2016Yair Holtzman, Tax Partner and Ronald Kalungi, Tax Manager 

    Yair Holtzman and Ronald Kalungi of Anchin Block & Anchin look at U.K. and U.S. tax provisions geared to stimulate R&D and technological innovation, including analysis of the U.K. patent box regime and efforts to enact an innovation box in the U.S. ‘‘Technological innovation in…

  • 2016 - 2017 Tax Planning Guide
    2016 - 2017 Tax Planning Guide10/1/2016

    We at Anchin firmly believe that tax planning is not a year-end event, but a year-round process. With many valuable tax provisions made permanent by last December's PATH Act, it is more important than ever. Our complimentary 2016 Tax Guide is designed to stimulate conversations. The guide includes tax…

  • Improving Packaging Design ROI
    Improving Packaging Design ROI3/29/2016Yair Holtzman, Partner

    Yair Holtzman of Anchin, Block & Anchin examines how expenses to improve packaging design can qualify for research and development tax credits. As new materials, labeling methods and recycling demands mark a period of change for the industry, Holtzman writes that packaging companies ‘‘should look…

  • Guide to Maximizing Social Security Benefits
    Guide to Maximizing Social Security Benefits2/1/2016Richard Stieglitz, Partner and Rita Chu, Senior Manager

    Anchin, Block & Anchin LLP is pleased to present this compilation of strategies, "Guide to Maximizing Social Security Benefits". Social Security benefits play an important role for retiring baby boomers. Different Social Security strategies can help to boost your monthly benefit if planned in advance. In…

  • Permanent R&D Tax Credit: A Game Changer for America’s Businesses
    Permanent R&D Tax Credit: A Game Changer for America’s Businesses1/14/2016Yair Holtzman, Partner

    Yair Holtzman of Anchin, Block & Anchin writes that more taxpayers are eligible to claim R&D credits with enactment of the PATH Act, and the credit’s new permanence offers certainty in planning research investments. ‘‘Facilitating a permanent R&D tax credit is critical to catalyzing U.S.…

  • Don't Forget to Examine Your Company's State Research and Development Credits
    Don't Forget to Examine Your Company's State Research and Development Credits1/4/2016Yair Holtzman, Partner; Gleb Gorkhover, Manager; Michael Ganz, Supervisor; and Matthew Bechtold, (Former) Supervisor

    Yair Holtzman, Gleb Gorkhover, Michael Ganz and Matthew Bechtold of Anchin, Block & Anchin offer a state-by-state examination of the various state R&D credits and incentives currently available to taxpayers. ‘‘State R&D tax credits are truly powerful opportunities that should have all taxpayers who claim…

  • The Financial Services Industry and the Research and Development Tax Credit
    The Financial Services Industry and the Research and Development Tax Credit11/1/2015Yair Holtzman, Partner

    The financial services industry is an essential component of the U.S. economy that provides liquidity to companies and individuals, is responsible for safeguarding and investing assets, and offers insurance to allow businesses to take on risks in the marketplace. Innovation has long been considered a…

  • Catalyzing Innovation in the Chemicals Industry: How the Research and Development Tax Credit Can Benefit Your Company
    Catalyzing Innovation in the Chemicals Industry: How the Research and Development Tax Credit Can Benefit Your Company3/25/2015Yair Holtzman, Partner and Matthew Bechtold, Supervisor

    Yair Holtzman and Matthew Bechtold of Anchin, Block & Anchin explain the costs that are eligible for-and computations required to claim-research and development tax credits, with a special emphasis on the availability of R&D credits for work undertaken by companies in the chemical industry. "Often,…

  • Guide to Education Tax Savings
    Guide to Education Tax Savings3/1/2015Richard Stieglitz, Partner

    Anchin, Block & Anchin LLP is pleased to present this compilation of articles titled "Guide to Education Tax Savings." The cost of education continues to be one of the most daunting expenses parents face when raising children. Congress has heard the voter’s cry and keeps expanding…

  • The R&D Tax Credit — A Catalyst For Life Sciences Innovation
    The R&D Tax Credit — A Catalyst For Life Sciences Innovation2/1/2015Yair Holtzman, Partner

    Does your company develop new medical products, pharmaceuticals, or innovative production techniques in the United States? Does your company create software for the medical industry or for internal discovery or diagnostic tools? Does your company invest resources toward optimizing manufacturing processes? If so, your company may…

  • The Art of Tax Planning: Federal Gift and Estate Taxes, Gifts and  Bequests to Charities, and Art Foundations
    The Art of Tax Planning: Federal Gift and Estate Taxes, Gifts and Bequests to Charities, and Art Foundations1/1/2015Art Specialty Group

    The Art of Tax Planning Fine art is increasingly making headlines as record breaking auction prices steal the attention of collectors, hopeful artists, and art market enthusiasts. At the same time, the perception of a rising art market has brought fine art to the attention of…

  • Secret Ingredient For Keeping Food Innovations Fresh - The R&D Tax Credit
    Secret Ingredient For Keeping Food Innovations Fresh - The R&D Tax Credit1/1/2015Yair Holtzman, Partner

    Innovation is a key driver in helping food and beverage companies deliver on strategic goals by getting the right products to market with speed and establishing significant competitive differentiation. Successful food and beverage innovation is essential for companies to achieve sustainable growth and profitability for the…

  • The State of the U.S. Medtech Industry
    The State of the U.S. Medtech Industry1/1/2015 Yair Holtzman, Partner; Gleb Gorkhover, Manager; and Michael Ganz, Senior

    The United States is the global leader in medtech innovation, but can it continue to maintain that position? As the medical device industry enters 2015, the United States remains the world leader by market size, with total revenue of around $110 billion— around one-third of the…

  • The ABCs of Real Estate
    The ABCs of Real Estate1/1/2015Marc Wieder, Partner

    Acre: A parcel of land that measures 43,560 square feet. Ad Valorem Taxes: Property taxes on the assessed value of property. Adjustable Rate Mortgage (ARM): A mortgage in which the interest rate is adjusted periodically according to a pre-selector index. The terms, adjustment schedule, and…

  • What is a Capital Expenditure?
    What is a Capital Expenditure?1/1/2015Marc Wieder, Partner

    IRS Changes Rules on Capital Expenditures Effective January 1, 2014! The IRS published important and long awaited temporary regulations on December 23, 2011, that provide guidance on the application of sections 162(a) and 263(a) of the Internal Revenue Code that define what is a repair and…

  • Building Your Research and Development Tax Credit Claim on a Solid Foundation: The Architectural, Engineering and Construction Industry
    Building Your Research and Development Tax Credit Claim on a Solid Foundation: The Architectural, Engineering and Construction Industry6/1/2014Yair Holtzman, Partner

    While large multinational architectural, engineering and construction firms are well aware of the benefits of the Research and Development (R&D) tax credit and avail themselves of this tax benefit, the situation is very different with smaller to mid-size engineering firms. Many small to mid-size firms…

  • You Can Have Your Cake and Eat It Too: The Research and Development Tax Credit for the Food and Beverage Industry
    You Can Have Your Cake and Eat It Too: The Research and Development Tax Credit for the Food and Beverage Industry1/1/2014Yair Holtzman, Partner

    Abstract Food and beverage innovation is a key driver in helping companies in the industry deliver on strategic goals by getting the right products to market with speed and establishing significant competitive differentiation. Successful food and beverage innovation is essential in helping companies achieve sustainable growth…

  • Building Your Research and Development Tax Credit Claim on a Solid Foundation: The Architectural, Engineering and Construction Industry
    Building Your Research and Development Tax Credit Claim on a Solid Foundation: The Architectural, Engineering and Construction Industry1/1/2014Yair Holtzman, Partner

    Introduction While large multinational architectural, engineering and construction firms are well aware of the benefits of the Research and Development (R&D) tax credit and avail themselves of this tax benefit, the situation is very different with smaller to mid-size engineering firms. Many small to mid-size firms…

  • Occupational Fraud: How to Protect Your Business
    Occupational Fraud: How to Protect Your Business1/1/2014Anthony Bracco, Partner

    In order for businesses to operate effectively, ownership and management must place trust in their employees. Unfortunately, there will always be some employees who exploit this trust for their own benefit. Occupational fraud costs the typical company 5% of its annual revenue. So, how do…

  • Cost Segregation Guide
    Cost Segregation Guide1/1/2014Cost Segregation Consultants LLC

    What is Cost Segregation? As a result of a tax case, Hospital Corp. of America, et al. v. Commissioner, 109 TC 21, Code Sec. 168, significant up-front tax savings can be realized by owners of commercial and residential real estate, as well as tenants who have…

  • Business Valuation: Valuing the Operations and Assets of Privately Held Companies
    Business Valuation: Valuing the Operations and Assets of Privately Held Companies1/1/2013Raymond Dragon, Business Valuation Expert

    What do business valuation (“BV”) experts do? Business valuation experts value companies that are privately held (not publicly traded).

  • U.S. Medtech Challenges at Home and Abroad
    U.S. Medtech Challenges at Home and Abroad8/1/2012Yair Holtzman, Partner

    Healthcare reform, regulation, and R&D hurdles must be overcome to gain access to the big opportunities for the medtech industry. Today, the United States is the acknowledged world leader in medical devices and diagnostic products. With more than half of the leading global medical device companies…

  • How Biomedical Companies Successfully Navigated Turbulent Economic Times
    How Biomedical Companies Successfully Navigated Turbulent Economic Times5/1/2012Yair Holtzman, Partner and Tom Figgatt, Sr. (WTP Advisors)

    While most giant corporations crashed during the worst economic climate since the Great Depression, the biomedical devices industry grew, invested, and prospered. The Great Recession (from 2007 to 2009) represents the worst downturn the western world has seen since the 1930s, a time when most…

  • An Overlooked Tax Benefit: The U.S. Agricultural Chemicals Security Credit
    An Overlooked Tax Benefit: The U.S. Agricultural Chemicals Security Credit1/5/2011Yair Holtzman, Partner and Adam Packer (WTP Advisors)

    Introduction The 110th Congress passed the Food, Conservation, and Energy Act of 2008 (Pub. L. No. 110-246), popularly known as the "Farm Bill," in May 2008 over the veto of President George W. Bush. Buried in this legislation is a wide-ranging tax credit called the Agricultural Chemicals Security…

  • The Research and Experimentation Tax Credit: A Credit Fraught with Uncertainty and in a Process of Experimentation
    The Research and Experimentation Tax Credit: A Credit Fraught with Uncertainty and in a Process of Experimentation1/1/2011Yair Holtzman, Partner

    Abstract Purpose – The purpose of this paper is fourfold: to provide an overview of the alternative simplified credit (ASC) and a basic understanding of how it works; to provide a brief history of the research and experimentation credit as a whole and its evolution; to…

  • Utilizing Innovation and Strategic Research and Development to Catalyze Efficient and Effective New Product Development
    Utilizing Innovation and Strategic Research and Development to Catalyze Efficient and Effective New Product Development1/1/2010Yair Holtzman, Partner

    Introduction The ability to effectively innovate and develop new products is a vital core competency that any company must possess if it is going to be profitable and experience growth. At the same time, the innovation and effective new product development process is one of the…

  • Harnessing Efficiency and Building Effectiveness in the Tax Department
    Harnessing Efficiency and Building Effectiveness in the Tax Department1/1/2010Yair Holtzman, Partner & Laura Wells (Deloitte)

    Introduction Organizations employ a number of formulas to improve their business processes. These actions typically involve searching for internal cost-savings opportunities, developing departmental strategic relevance and efficiencies, and demonstrating an enhanced focus on increasing profitability. The financial crisis that began in 2007 continues to put stress…

  • Pro Forma Financial Statements - 2016

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