DST Advisory Group Inc.

Thanks Aimee Cranson for setting this up. Great venue and great event. And my kids loved the leftover kabobs!

𝗥&𝗗 𝗖𝗥𝗘𝗗𝗜𝗧𝗦 𝗔𝗡𝗗 𝗜𝗥𝗖 𝗦𝗘𝗖𝗧𝗜𝗢𝗡 𝟭𝟳𝟰 𝗔𝗠𝗢𝗥𝗧𝗜𝗭𝗔𝗧𝗜𝗢𝗡 The Minnesota Chapter of TEI invites members to a totally FREE event – a training and networking opportunity at Gold Nugget in Minnetonka. Chuck Badics and Diane Stogiannes, B.Sc., CDI.D. of DST Advisory Group will offer current insights into the ever-changing landscape of R&D Tax Credits and IRC Section 174. Chuck is a Senior Director and Diane is President of DST. Their sole focus is providing large and multinational companies with expert guidance for their R&D Tax Credit claim. DST partners with each client to provide an exceptional R&D Tax Credit Study that is substantiated and documented with the facts. This two-hour training qualifies for an estimated 2 CPE credits in tax. The training will begin promptly at 2:30pm. A happy hour/reception (with appetizers) follows the training. Spend time learning about R&D Tax Credits and then network with fellow tax professionals over good food and drink. Not a bad way to spend a Thursday afternoon! Thursday, March 27, 2:30pm – 6:00pm Gold Nugget, 14401 Excelsior Blvd, Minnetonka, MN 55345 Register today: https://lnkd.in/g3i3iqZh

𝗪𝗲𝘀𝘁 𝗠𝗶𝗰𝗵𝗶𝗴𝗮𝗻 𝗧𝗘𝗜 𝗲𝘃𝗲𝗻𝘁 - 𝗥&𝗗 𝗧𝗮𝘅 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 Tuesday, March 18, 2025 1 PM - 4:30 PM EST Chuck Badics and Tyler Harken from DST Advisory Group present '𝐒𝐭𝐚𝐲𝐢𝐧𝐠 𝐀𝐡𝐞𝐚𝐝 𝐢𝐧 𝐑&𝐃 𝐓𝐚𝐱 𝐂𝐫𝐞𝐝𝐢𝐭𝐬: 𝐈𝐑𝐒 𝐔𝐩𝐝𝐚𝐭𝐞𝐬, 𝐄𝐱𝐚𝐦𝐢𝐧𝐚𝐭𝐢𝐨𝐧𝐬, 𝐚𝐧𝐝 𝐓𝐚𝐱𝐩𝐚𝐲𝐞𝐫 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬' during this in-person event. Topics include: • The new form 6765. What are the changes and how can you get prepared? • Latest trends in IRS enforcement. We will focus on real world examples and client stories from our vast experience working on R&D tax credit claims for large taxpayers. • ASC 730 Safe Harbor – why it might be in your best interest to reconsider. • What will the future look like for R&D tax credit claims given the recent political changes? • Overview of the new Michigan R&D tax credit Grand Rapids Chamber of Commerce – 250 Monroe Ave NW Grand Rapids MI 49503 Welcome/Registration: 1-1:30pm Meeting Time: 1:30pm - 3:30pm Cost: $40 (or 1 voucher) Please enjoy a social hour sponsored by DST Advisory Group immediately following the session. Light appetizers and beverages will be provided. Social hour will be held at GR Chamber of Commerce. We look forward to meeting you there!

DST President Diane Stogiannes, B.Sc., CDI.D. provides her insights on 𝐓𝐡𝐞 𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐒𝐭𝐚𝐭𝐞 𝐨𝐟 𝐑&𝐃 as part of a panel discussion on March 18. Part of the Tax Executives Institute Midyear Conference in Washington, DC. We look forward to seeing you there!

𝗪𝗵𝗼 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝘀 𝗳𝗼𝗿 𝗠𝗶𝗰𝗵𝗶𝗴𝗮𝗻’𝘀 𝗥&𝗗 𝗧𝗮𝘅 𝗖𝗿𝗲𝗱𝗶𝘁? Effective for tax years beginning on or after January 1, 2025, Michigan taxpayers who engage in qualified research activities within the state are eligible for a non-refundable R&D tax credit. The amount of credit available depends on the size of the taxpayer’s workforce and the extent of collaboration with a Michigan research university. Find out how to qualify in our new article.

Happy International Women’s Day! ✨ Today, we celebrate the strength, resilience, and achievements of women everywhere. As a woman-led company, we are proud to uplift, empower, and inspire the next generation of leaders. Here’s to breaking barriers, shattering ceilings, and creating a world where every woman thrives. 💪💖 #IWD2025 #WomenLed #EmpoweredWomen

𝗜𝗥𝗦 𝗘𝘅𝗽𝗮𝗻𝗱𝘀 𝗙𝗮𝘀𝘁 𝗧𝗿𝗮𝗰𝗸 𝗦𝗲𝘁𝘁𝗹𝗲𝗺𝗲𝗻𝘁 𝗣𝗶𝗹𝗼𝘁 𝗣𝗿𝗼𝗴𝗿𝗮𝗺𝘀: 𝗡𝗲𝘄 𝗢𝗽𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗧𝗮𝘅𝗽𝗮𝘆𝗲𝗿𝘀 The IRS has launched three pilot programs aimed at enhancing its Alternative Dispute Resolution (ADR) processes. These initiatives focus on the Fast Track Settlement (FTS) and Post-Appeals Mediation (PAM) programs, providing taxpayers with more efficient options for resolving disputes without litigation. These programs are 𝗻𝗼𝗻-𝗯𝗶𝗻𝗱𝗶𝗻𝗴, meaning that if a resolution is not reached, taxpayers still retain the right to pursue a traditional appeal. By expanding these programs, the IRS aims to make ADR more accessible and efficient, encouraging taxpayers to consider early resolution options rather than going through a lengthy litigation or appeals process. Read the article here.

Good to know! Thanks for the praise. #feedbackfridays

𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗦𝗲𝗰𝘁𝗶𝗼𝗻 𝟭𝟳𝟰 𝗘𝘅𝗽𝗲𝗻𝘀𝗶𝗻𝗴, 𝗦𝗲𝗰𝘁𝗶𝗼𝗻 𝟰𝟭 𝗖𝗿𝗲𝗱𝗶𝘁, 𝗮𝗻𝗱 𝗧𝗮𝘅 𝗣𝗼𝗹𝗶𝗰𝘆 𝗨𝗻𝗱𝗲𝗿 𝘁𝗵𝗲 𝗡𝗲𝘄 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 RTC NEWS: As we move into 2025, tax executives and corporate tax departments must brace for potential shifts in U.S. tax policy that could significantly impact research and development (R&D) investments. The expiration of key provisions in the 2017 Tax Cuts and Jobs Act (TCJA), ongoing bipartisan discussions, and the priorities of the new administration will shape the trajectory of Section 174 immediate expensing, the Section 41 credit, and broader tax policies affecting U.S. manufacturers. #randdtaxcredit #researchtaxcredit