R&D Archives - Business RadioX ®

North Fulton Business Radio

Jordan Wilson, Corporate Tax Advisors

00:00 /

Jordan Wilson, Corporate Tax Advisors (North Fulton Business Radio, Episode 554)

Tax credits were the theme in this edition of North Fulton Business Radio, as host John Ray welcomed Jordan Wilson, Corporate Tax Advisors, to the studio. Jordan discussed the employee retention tax credit (ERTC), R&D tax credits, misconceptions about each of these credits, eligibility, how his firm works in conjunction with CPAs, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Corporate Tax Advisors

Established in 2014 in Huntsville, Alabama, Corporate Tax Advisors provides tax solutions to Certified Public Accountants and businesses, both small and large, nationwide.

With a heavy focus on Research and Development Tax Credits, the two founding partners work closely with industries such as architecture, engineering, software development, medical devices, GIS, and manufacturing. CTA’s partners, Mike Woeber and Dawson Fercho spent more than 15 years in the Research and Development Tax Credit industry before opening their own firm.

At CTA the primary focus is on in-person service and making sure all clients get a fair return on their investment. By focusing exclusively on Federal and State Tax Incentives that complement our clients’ traditional tax and accounting team, CTA is able to deliver quantifiable benefits to clients.

The team at CTA first determines which tax benefits will be beneficial to the client and then ensures that each relationship is handled with care and diligence. The CTA teams’ ability to work seamlessly with clients is the reason so many tax professionals and businesses across the nation have turned to CTA time and time again.

Company website | LinkedIn

Jordan Wilson, Director, Corporate Tax Advisors

Prior to joining CTA Jordan worked on many credits and incentives programs including state and federal research and development, training, investment, large job expansions, and location expansions incentives.

Jordan has worked with clients ranging from small tech startups to international enterprise corporations and uncovered credits ranging from $10,000 to $10,000,000. Jordan was a part of the original team that launched the R&D tax credit service for ADP Tax Credits and was responsible for triple-digit growth during his time there.

At CTA Jordan is focusing solely on assisting companies in identifying potential tax credits and unique tax strategies. These include research & development, renewable energy, cost segregation, and employment tax credits.

Jordan lives just north of Atlanta where he and his wife Kristin have two children, Carter and Mattie. He is very active in his community.

Questions and Topics in the Interview:

About Corporate Tax Advisors
The R&D Tax Credit
Myths around the R&D tax credit and why so many do not know about this great incentive
Changes in legislation and updates
THE ERTC Credit – the wild west!
How to realize tax savings, increase cash flow and stay competitive in the marketplace – true impact of credits
Why is my CPA not doing this for me? General Practitioner vs Specialist
Differentiators and culture

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Business Beat

Frazier & Deeter’s Business Beat: Tommy Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

00:00 /

**Roger Lusby, Karina Flores, and Tommy Zavieh**

Show Summary

Only an estimated 40% of business investment eligible for allowable R&D tax credits are claimed on tax filings. Many businesses are potentially missing out, sometimes for sizeable amounts. What are R&D tax credits? To find out if your business qualifies, listen to this interview with Tommy Zavieh, National Practice Leader for R&D Tax Credits, Frazier & Deeter. “Business Beat” is brought to you by Alpharetta CPA firm Frazier & Deeter.

Thomas Zavieh, National Practice Leader, R & D Tax Credits, Frazier & Deeter

Tommy Zavieh is the National Practice Leader, R&D Tax Credits for Frazier & Deeter. Tommy started his career as an engineer. When he became a CPA, he joined a Big Four firm in their national practice. Tommy is uniquely qualified to help his clients through his engineering, US and overseas R&D tax expertise. In short, Tommy effectively communicates with both a company’s Engineering and Tax/Finance departments, breaking down the language barriers and providing the most efficient service.

Tommy has over 20 years of professional consulting experience serving clients ranging from start-ups to “Fortune 10” corporations. He has extensive experience in addressing complex business and specialty tax needs (R&D Tax Credit, Section 199 (DPAD), Meals & Entertainment (M&E), Cost Segregation) for a variety of organizations, including automotive, bio-sciences, consumer products, financial services, medical device, oil/gas, manufacturing, pharmaceutical, and technology (software and hardware). He has helped his clients receive more than $1 Billion in credits and deductions and successfully defended his client’s claim when audited.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, Sarbanes-Oxley (SOX) and other regulatory compliance, mergers and acquisitions, and more. Alpharetta CPA professionals serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s “Business Beat,” is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology and service companies.