Navigating Tax Changes in Construction: New Rules, Credits & Strategies

Overview

Want to level up your advisory or fractional CFO services — Start with what clients care about most: cash flow. This session shows you how to turn cash flow management into a high-impact, high-value offering, while clarifying where your practice fits best across consulting, advisory, and implementation. You’ll learn how to spot your ideal clients, leverage cloud-based tools for smarter insights and stronger communication, and price your services for both value and sustainability. It’s practical, strategic, and designed to help you scale your impact. You’ll learn how to: Make cash flow management a core part of your value prop Choose the right service model for your firm Use modern tools to deliver insights clients actually use Package, price, and position your services for growth Ideal for advisors ready to deepen client relationships and drive smarter business decisions. This session was recorded on April 17, 2025 for CalCPA’s Practice Management Bootcamp conference.

Highlights

• Overview of Recent Federal and California Tax Law Changes
• Impact of the Inflation Reduction Act on Construction Projects
• Green Construction Incentives and Energy-Efficient Building Credits
• Bonus Depreciation and Expensing Updates
• Qualified Business Income Deduction (Section 199A) Considerations
• Tax Credit Maximization and Strategic Tax Planning for Construction Firms

Objectives

• Identify recent tax law changes impacting construction businesses.
• Explore energy-efficient building credits for commercial projects.
• Advise clients on compliance and tax savings strategies.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.