1 AIA CE
WHY ATTEND?
Don’t leave money on the table. Many architecture firms don’t realize how much of their
work may qualify for R&D credits and 179D incentives. One year after OBBBA, firms can
still revisit projects from the past 3 years—join us to see real PA case studies, key tax
updates, and what you should act on now.
About this Event:
Almost one year after the enactment of the One Big Beautiful Bill Act (OBBBA), architecture
firms across Pennsylvania are at a critical point to reassess past decisions and identify
missed opportunities.
Over the past filing cycle, many firms took a cautious approach when navigating changes to
R&D credits, Section 174, and related incentives. Now, with more clarity and real-world
application behind us, architecture firms may still have an opportunity to revisit prior
positions and potentially capture additional value from projects completed over the last
three years.
In this webinar, we will walk through real case studies of architecture firms in Pennsylvania
and similar markets that have successfully identified qualifying activities and unlocked tax
savings. We will highlight what types of work may qualify for R&D credits and how firms
have benefited from 179D incentives, helping attendees better understand where
opportunities may exist within their own projects.
We will also cover key tax updates impacting architecture firms today, along with timesensitive considerations as important deadlines approach. With the one-year mark
creating urgency, this session focuses on what can still be done now to maximize available
incentives before these opportunities begin to close.
Designed for architects, firm leaders, and project decision-makers, this session provides a
practical, action-oriented look at how to revisit past projects, align with current regulations,
and take advantage of available incentives.
Learning Objectives
- Understand how recent federal tax updates under OBBBA impact architecture
firms, including R&D credit eligibility, Section 174 considerations, and 179D
incentives. - Identify common activities within architecture projects that may qualify for R&D
credits and opportunities tied to 179D based on real case study examples. - Recognize opportunities to revisit projects from the past three years and assess
whether additional tax savings may still be captured. - Evaluate time-sensitive considerations and next steps to act now, including
coordination with internal teams, CPAs, and specialists before key deadlines.
MEET OUR SPEAKERS | PRESENTED BY ALLIED MEMBER EPSA, USA
Alexis Martin, CEO, EPSA USA
Alexis Martin is the CEO of EPSA USA, the US office of EPSA GROUP, a leading consulting firm specializing in Innovation Funding and Operational Performance. Since joining in 2021, Alexis has led EPSA USA’s mission to help small- and medium-sized businesses identify cash savings through tax credits and deductions.
His leadership, team efforts, and partnerships with CPA firms ensure clients benefit from all available incentives, adhering to strict IRS guidelines. With over 20 years of experience in New York City, Pittsburgh, and Philadelphia, Alexis has honed expertise in business optimization, strategy, and management.
Before EPSA USA, he founded and grew a consulting firm that assisted SMEs in Manufacturing and Distribution in setting up and expanding in the US. He then directed the European Desk at YER USA, aiding global companies in expanding their US operations through strategic recruitment.
Holding a Master’s degree in Management and Entrepreneurship, Alexis combines strategic vision with innovative thinking to drive EPSA USA’s growth. His active involvement with professional organizations, including CPA State Organizations (PICPA, WICPA, MASSCPA), the Philadelphia Chamber of Commerce, and other industry associations, highlights his commitment to fostering industry education and advocacy.
Sam Koch, Business Development Manager, EPSA USA
Samuel Koch is a Business Development Manager at EPSA USA, a firm specializing in tax incentives and credits for CPAs and businesses. He is an expert in the R&D Tax Credit, the 179D Energy Efficient Commercial Buildings Deduction, and Section 174 amortization. Sam works closely with state CPA societies (such as WICPA and AIA PA) to advise architectural, engineering, manufacturing, and software firms on federal tax legislation. Known for his intricate knowledge of tax codes, specifically identifying benefits available under Section 41 and Section 179D. He has reportedly secured approximately $6 million in incentives for his clients.
