Tax Insights & Strategies

Stay informed on cost segregation, energy efficiency deductions, R&D credits, and other tax strategies that deliver real savings for businesses and property owners.

• 

  Understanding Carryforward for the R&D Tax Credit

  Tristen Hoge July 16, 2026July 22, 2026

  Every business that qualifies for the R&D Tax Credit hopes to use the full value of that credit in the year it’s earned. In practice, that’s not always possible. A company might not owe enough in tax liability that year to absorb the entire credit, especially in early growth stages, during a slow year, or […]

• 

  Idaho’s R&D Tax Credit: A Straightforward Incentive for Growing Innovators

  Tristen Hoge July 16, 2026July 22, 2026

  Idaho keeps its research and development credit simple compared to many states, with no application process, no annual funding cap, and a credit that closely tracks the federal model. That simplicity makes it an easy credit for research active businesses to overlook, even though it can meaningfully reduce Idaho income tax liability over time. How […]

• 

  New York’s Targeted Approach to R&D Tax Credit: Two Credits Worth Knowing

  Tristen Hoge July 15, 2026July 22, 2026

  Unlike most states, New York doesn’t offer a single, broadly available R&D tax credit. Instead, research intensive businesses can access two distinct, targeted programs, one built into the state’s flagship business incentive program and one designed specifically for the life sciences industry. Both are administered by Empire State Development and both require certification before a […]

• 

  Louisiana’s R&D Tax Credit: A First Come, First Served Opportunity for Innovators

  Tristen Hoge July 15, 2026July 22, 2026

  Louisiana offers one of the more generous R&D tax credit rates in the country, but the program works differently than most. Credits are certified by Louisiana Economic Development before they can ever be claimed, and the statewide funding pool is awarded on a first come, first served basis each fiscal year. Understanding that process is […]

• 

  Minnesota’s R&D Tax Credit: New Refundability Opens the Door for More Businesses

  Tristen Hoge July 14, 2026July 14, 2026

  Minnesota has long supported its bioscience, manufacturing, and technology sectors with a research credit tied closely to the federal model, but a recent change makes it meaningfully more valuable for companies that haven’t been able to use the full credit against tax liability in the past. How the Credit Works The Minnesota Credit for Increasing […]

• 

  Pennsylvania’s R&D Tax Credit: A Competitive, Application Driven Opportunity

  Tristen Hoge July 14, 2026July 14, 2026

  Pennsylvania takes a distinct approach to rewarding research investment. Rather than an automatic credit calculated on a tax return, the state runs an annual application process with a capped pool of funding, which means timing and preparation matter just as much as the underlying research itself. How the Credit Works Pennsylvania’s Research and Development Tax […]