In this episode of the Strategic CFO Podcast, host Jan Robertson interviews Jacob Prentis Wood, Partner at Capstan Tax Strategies, whose expertise lies in unlocking powerful federal tax incentives for small to mid-sized businesses. Speaking directly to financial executives at both public and private companies, Wood underscores the urgency of capturing value from R&D Tax Credits, Cost Segregation Studies, and the 179D Energy Deduction—particularly as legislative changes now require amortization of R&D costs. He highlights that many companies are unaware they qualify, especially startups and manufacturers doing iterative product development or energy-efficient construction. Wood provides compelling examples of helping clients reclaim hundreds of thousands of dollars annually, including a tech startup leveraging payroll tax offsets and a real estate firm maximizing depreciation through engineering-based analysis. He emphasizes strategic tax planning as a tool for improved cash flow, not just compliance, and stresses the importance of cross-functional collaboration between CFOs, CPAs, and specialty tax consultants. Financial leaders are advised to act early to avoid missed opportunities and mitigate the risk of leaving “free cash” on the table.

https://www.linkedin.com/in/jacob-wood-taxincentives/

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