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on April 14, 2023 | hide | past | favorite


Given surprise tax bills generated by Section 174,

here is our emergency pod with @useneotax

(I have no affiliation w/ NeoTax)

Why this matters?

- Unprofitable tech co's can owe cash taxes - Profitable tech co's can see 4x tax bill - filing deadline = Tuesday 4/18

My (non-tax professional!) takeaways from the pod:

- best course of action = FILE EXTENSION

- Section 41 (aka R&D Tax Credit) could offset much of the Section 174 liability

- @useneotax has software tool that syncs with Netsuite / Quickbooks that can ballpark $

- consider booking NeoTax 30-min consultation: https://meetings.hubspot.com/ben-eachus/rd-capitalization?ut...

- update your board if tax $ owed are material surprise!




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