Capstan Live Podcast

An industry legend joins us in studio this month. Anthony Graziano, CEO of Integra Realty Resources and longtime member of the prestigious Counselors of Real Estate is here to share his insights on the state of the market — and where opportunity lies.   We'll explore: Promising verticals for Q4 and beyond — manufacturing, multifamily, and more The importance of selective acquisition — and holding...

Tracy Hooper, founder of The Confidence Project, joins us in studio to share her skills for building individual confidence and a confident office culture. Tracy's most recent book, The NOW Hello, is the confidence playbook for 2025, teaching us how to present ourselves in the world of work today.    Join Tracy as we explore: How confidence can be learned Why it's not "bragging" — it's educating ot...

The new tax law has got everyone talking -- including today’s all-star lineup. Capstan team members Sean Lichterman, Gina Maurino, and Bill Harbeson are here to discuss making the most of the OBBBA. Whether it’s Cost Segregation, R&D Tax Credits, or Energy Incentives, a thoughtful approach is key, with an eye to timelines and documentation.

We're joined by a panel of experts in this special episode exploring the intricacies of energy-efficient development financing: Stephen Arrivello of PACE Equity is here to explain the benefits and applications of C-PACE financing, and explore how it compares to traditional funding sources. Our own Bill Harbeson joins the conversation, weighing in on how C-PACE complements incentives like Cost Segr...

Director of Energy Incentives Bill Harbeson returns to Capstan Live to explain what's changed — and what hasn't — regarding renewable energy system Credits. Join us as Bill explains: How to employ a 5x savings multiplier What to consider when planning a project The role cost seg plays in claiming the ITC/CEIC Why savvy taxpayers will claim this Credit sooner than later** (this episode was recorded...

David Hartmann has built a custom software empire that boasts some amazing numbers: 5 consecutive years on the Inc. 5000 list of the fastest-growing private companies in the nation 96% employee retention rate 0 team members let go during Covid 9 day team retreat at a castle outside Paris   David shares his secrets to success — and which French castles sleep 60 — in this special episode. Listen in...

Director of Energy Incentives Bill Harbeson returns to Capstan Live to walk us through the EV Charging Station Credit. Many areas are starting to mandate EV charger installation in new developments — why not get paid back? Join us as Bill explains: How to benefit from a little-known apprenticeship exemption That time may be of the essence when it comes to eligible project locations The nuances tha...

Margo McDonnell is a respected author, speaker, and subject matter expert who has been facilitating 1031 exchanges for over 3 decades.  She spearheaded the effort to establish a national certification to regulate her industry – the “CES” – and is one of less than 200 Certified Exchange Specialists in the US.      Listen in as Margo: -        Debunks common 1031 misconceptions -        Explains why...

According to a 2022 study on cnbc.com, accounting is perceived as the second most boring job in the world, right below data entry. Robyn D. Jefferson, CPA, is on a quest to give our industry's “bad reputation” a makeover.      Robyn singlehandedly built a successful firm on the basis of her personality, and she's here to explain that authenticity — with a focus on entrepreneurship — is the key to...

It's everyone's favorite episode — the Year End Top 10! This year Capstan stars Terri Johnson, Bruce Johnson, Jacob Wood, and Bill Harbeson bring wit and wisdom to the pod, hitting on all the highlights of the last 12 months.   New to this year's list: How to avoid IRS scrutiny when it comes to land allocation Changes coming to the Investment Tax Credit Why now is the time to make sure your R&...

Joey Havens has been growing leaders in the accounting industry for over 30 years and — even though he’s officially retired – he doesn’t seem to be stopping any time soon. He spent decades at Horne, including his role as Executive Partner, where he created a people-first culture known as the “Wise Firm.”  These days Joey shares his expertise through speaking engagements, his popular blog, and his...

When you think of NASA, you probably picture space shuttles and moon launches -- that's the glamorous stuff. But the innovation happening at NASA is underpinned by a group of dedicated accountants and professionals who are crucial to the organization's mission. Today's guest, Herb Baker, is one of those people.   In his 42 years at NASA, Herb worked in contracts and procurement and was key in buil...

Jody Padar is one of the most disruptive and impactful pioneers in the accounting industry. An early adopter of technology and social media, Jody's been shaking things up for decades now, shepherding our industry forward through her conception of the “New Firm.” There's a reason she's known as The Radical CPA.   This episode is packed with thoughtful insight, delivered with Jody's inimitable wit a...

Ready to hear something revolutionary? Bryan Cogliano and Frank Hanna Jr. are the founders of Revolution X, a real estate consulting firm providing cutting-edge investment options with a personal approach. In this episode, Bryan and Frank introduce two new strategies that add flexibility and agility to real estate, allowing investors to control their destiny. Listen in to discover: Why all investo...

Utility rebates may be the energy world's best kept secret. Thousands of incentives benefit property owners who install energy-efficient equipment like LED lighting, HVAC systems, EV (electrical vehicle) chargers and more.   Leendert Enthoven, founder of BriteSwitch ( briteswitch.com ), is here to give us a primer on this little-known opportunity, explaining:   Why utilities are willing to "give m...

Angie Grissom, MBA, has been consistently named one of the Top 100 Most Influential People in Accounting for the last decade. She's an author, a speaker, a coach, and a visionary who believes in people. One thing she's not? An accountant. Listen in as Angie discusses: How she paved her own path (and how you can too!) The importance of firm culture in employee retention Why change management and pa...

Having worked in real estate for decades, George Burchlaw noticed that regardless of size, real estate investment firms seemed to be drowning in data. He realized that firms needed a software platform more nuanced and customizable than a simple Excel spreadsheet, but that they also needed a partner to organize and analyze data on that mythical platform. RE Analytics was born, and George never look...

Ashley Northcutt is one of the most fascinating and accomplished women we know. Her personal transformation is inspiring — Ashley left a high-powered position in tax to launch the non-profit Women's Affordable Housing Network. Ashley goes to bat each and every day for women working in affordable housing and women living in affordable housing. It's only fitting that this episode of Beyond the Sprea...

Greg Kyte is known as "The Comedy CPA" — and we're not kidding. On this episode, Greg talks about the therapeutic effects of finding the humor in our industry. Greg is the author and illustrator of Exposure Drafts Cartoons ( https://www.instagram.com/exposuredrafts/ ), a hilarious single-panel comic that satirizes the daily absurdity. He's also the co-host of Oh My Fraud, a "true crime podcast for...

Welcome to Beyond the Spreadsheet, a special podcast series from Capstan Live. Our goal is to spark authentic conversation about our industry, and we've invited some of the smartest, most influential people we know to join us.      Our first guest, Jenny Massey, CRE, is Director of Site Selection and Business Incentives at Sikich LLP. She's also an archaeologist by training, spent 7 years living a...

It's the Third Annual Year End Top 10 Podcast, where multiple Capstan stars come out to shine! Join Bruce, Terri, Ziv, and Jacob as they run through this year's must-knows, while sharing a few laughs and some good-natured banter. Unsurprisingly, IRA-related topics take 3 up three spots on this year's list, and even edge out Mandatory Amortization of Sec. 174 Expenses for the coveted top spot. Want...

It's been almost a year since IRA provisions took effect back in January, and there are still a lot of unanswered questions. Capstan Partner Bruce Johnson returns to the pod to share industry insights including:   Why the maximum benefit may be out of reach for many developers How contractors are feeling about Prevailing Wage/Apprenticeship Requirements The silver lining of deduction reset A huge...

Bruce Johnson returns to the podcast to discuss triple-net-lease, or "NNN" properties.   What makes them such attractive investments? Why are they great cost seg candidates? What makes retail pharmacies and quick-serve restaurants particularly asset-rich? Will Bruce be persuaded to invest in a Dunkin' Donuts franchise?    All these questions and more will be answered in a tight 15 minutes.

The R&D Tax Credit was initially created with manufacturers in mind, and today manufacturers claim 70% of all R&D Tax Credits. Jacob Wood, JD, returns to the Pod to explain:   What types of manufacturers can qualify Potential scope of savings The taxpayer-friendly implications of the "Substantially All" rule Why a company's problem-solvers are key to claiming the credit   And more!

Commercial food and beverage production is all about innovation, making it a great source of R&D Tax Credits. Capstan Regional Director Jacob Wood ( jwood@capstantax.com ) returns to the pod to give us the (ice cream) scoop on R&D in Food and Bev: Qualifying activities throughout the supply chain — from formulations, to scaling up, certification testing, packaging, and more The finer points of R&D...