This update on tax incentives will also provide a brief history of tax incentives in construction.

Learning Objectives: 

·  What Qualifies/What Doesn't

·  Current Views of the IRS Based on Recent Cases and Conversations

·  Update on "One Big Beautiful Bill" and its Impact on Tax Incentive

Nick Gardner
Nick is a seasoned consultant and trusted advisor with deep expertise in construction-related tax incentives, including the Research & Development (R&D) Tax Credit and the §179D Energy Efficient Commercial Building Deduction. With over two decades of experience in professional services, Nick has built a reputation for helping architecture, engineering, and construction (AEC) firms navigate complex tax regulations to uncover significant savings opportunities. 

Nick holds a B.A. in Communications from Texas A&M University and brings a multidisciplinary perspective informed by previous experience in tax incentives, program management for NASA-backed STEM initiatives, and entrepreneurship. In his current role as Proactive Planning Leader at Pelican Family Office, Nick is dedicated to empowering CPAs and business owners with forward-thinking strategies that not only save on taxes but also spotlight and rectify business inefficiencies.   

Davis Jackson
Davis is among the nation’s foremost tax controversy attorneys in the areas of R&D and Section 179D incentives. A frequent speaker on tax controversy matters, Davis has built a distinguished reputation for successfully resolving complex disputes with the IRS and state taxing authorities, consistently achieving optimal outcomes for his clients. By meticulously maintaining his deep knowledge base in the law behind R&D and 179D, his reputation with the IRS provides clients with the best representation in the country for any questions or disputes that arise. With a remarkable rate of success, Davis and his teams have successfully defended over $100 million dollars in R&D and 179D benefits in his career.

Before becoming a litigation attorney, Davis was an Eagle Scout. From this experience Davis gained an early value for ethical behavior that paved the way for his passion for ethical practice in law and tax. Through the years many prominent consulting firms in the tax incentives space have turned to Davis on issues of technical compliance and ethical practice. In his spare time, Davis values time with his young family, contributing to his favorite non-profit causes, and enjoys finding opportunities in everyday life to support those around him.