Events & Webinars

SBTC Webinar - New Treasury Rules for 2023

Jere Glover and the Small Business Technology Council invited Sycamore’s President, Rick Kleban, to present information on the new Treasury rules for 2023. During this webinar Rick talked about the history of the R&D tax treatments and discussed strategies for dealing with the 2023 changes.
You may watch a replay of the webinar (parts 1 and 2) using the video players below.

If you would like to discuss strategies for your business, please contact us to schedule a personal consultation. 

Part 1 - SBTC Webinar

Part 2 - SBTC Webinar

Sycamore Webinar on Section 174 Changes

Sycamore’s President, Rick Kleban, James Bean CPA, and Jenna Tugaoen, Esq. hosted a webinar on Oct. 5, 2023, reviewing the recent IRS guidance on Section 174, and discussing ways to protect your businesses. You may watch a replay of the webinar (parts 1 and 2) using the video players below.

The webinar highlights included:

  • Legislative news

  • Sycamore’s efforts

  • Things SBIR companies can do

  • New IRS rules (from Sept. 8, 2023)

  • Question/Answer session

If you would like to discuss options for your business, please contact us to schedule a personal consultation. 

Part 1 - Section 174 Changes

Part 2 - Section 174 Changes

SBTC Webinar on Section 174

On May 18, 2023, the Small Business Technology Council (SBTC) hosted a free, public webinar on possible alternatives to using Sec. 174 for Small Business Innovation Research (SBIR) firms. Join Rick Kleban (Sycamore), Jere Glover (SBTC), Ed Jameson (Jameson & Company), and Kenan Ezal (Toyon Research Corporation), as they discuss using Section 162, which allows for deductions of “ordinary and necessary business expenses.”

Part 1 - Webinar/Section 174

Part 2 - Webinar/Section 174

Part 3 - Webinar/Section 174