Tri-Merit

05/28/2026

July 6 is an important deadline for R&D Tax Credits. Many businesses were forced to capitalize and amortize R&D expenses under Section 174 for tax years 2022–2024 — often without fully understanding the long‑term cash‑flow impact.

Recent legislative changes reopened the door to retroactive R&D expensing, but the window to act is short. Elections and amendments must be filed by July 6, 2026.

Contact us today or visit our website to learn more about this important deadline for your business and your clients: https://hubs.la/Q04hVKh_0

05/27/2026

🏁 BTG 2026 is Built for Performance.

This year’s conference theme brings a polished racing-inspired feel to Bridging the Gap: momentum, strategy, and firms built to keep pace. North Carolina is the undisputed heart of NASCAR, and we want to honor that with our conference theme this year.

But let’s be honest, Gala Night is the party you do not want to miss. 🏆
This year's GALA theme is Winner’s Circle with a regal black-and-gold vibe. Think bold, elevated, celebratory, and worth dressing up for.

Also...rumor has it this may double as Randy’s unofficial retirement party.

Register now and claim your spot before you’re stuck watching the recap from LinkedIn!

https://hubs.la/Q04hSLQ70

05/26/2026

The Section 179D Energy Efficient Commercial Buildings Deduction is scheduled to sunset for projects that begin construction after June 30, 2026. While many firms are urging immediate action, rushed decisions can lead to missed eligibility, documentation gaps, or projects that never fully qualify.

In case you missed the webinar, you can now view it on our channel. Our video cuts through the noise to help owners, developers, and advisors understand what actually needs to happen before June 30—and what doesn’t.

https://hubs.la/Q04hSRtF0

05/21/2026

Webinar Today! There's still time to sign up.

This session cuts through the noise to help owners, developers, and advisors understand what actually needs to happen before June 30—and what doesn’t. We’ll clarify how the ‘beginning of construction’ rules really work, which projects are worth accelerating, and how to position current and planned builds to preserve 179D benefits without disrupting capital plans.

Register now: https://hubs.la/Q04hkcm60

05/20/2026

Tomorrow, Tri-Merit is hosting an insightful webinar on Section179D. What is 179D and why does it matter? Marlon answers these questions.

Want to learn more about this powerful energy-related tax deduction? Join our webinar tomorrow at 2pm ET. Register here: https://hubs.la/Q04hkzvZ0

05/19/2026

Important update for businesses with disallowed ERC claims ⚠️

If your Employee Retention Credit claim was disallowed by the IRS, there is a strict deadline you need to keep on your radar.

Under IRC § 6532(a), taxpayers generally have two years from the date of the disallowance notice to file a refund suit or reach an agreement with the IRS to extend that window.

The problem? IRS delays have eaten up a lot of that time for many taxpayers while claims sit in administrative review.

The Taxpayer Advocate Service recently shared guidance on a new streamlined process for certain ERC taxpayers. The IRS is expected to send Notice CP320B to eligible taxpayers with six months or less remaining on their two-year deadline.

That notice directs taxpayers to Form 907, which can extend the time to bring suit once signed by both the taxpayer and the IRS.

A few key reminders:

🔹 Do not assume the IRS is tracking this deadline for you
🔹 Act quickly if you receive Notice CP320B
🔹 Eligible taxpayers may be able to file Form 907 proactively
🔹 Keep documentation of all IRS communications

This is not a new ERC opportunity. It is a procedural update for businesses already dealing with a disallowed ERC claim.

Full TAS update: https://hubs.la/Q04h0W2d0

ERC claim denied? Learn about the IRS’s new process to request an extension, protect your refund rights, and avoid missing the two-year deadline.

05/15/2026

Clarity around Section 179D is more important than ever right now.
With enhanced deductions of up to $5.36 per square foot, this incentive can create significant tax savings for energy-efficient commercial buildings. Yet many eligible projects never claim it.

Here is what to know:
• You can deduct costs immediately instead of over 39 years
• It applies to both building owners and designers
• It covers key systems like HVAC, lighting, and building envelope improvements
• It now applies more broadly than ever, including government and nonprofit projects

There is also a deadline in play. Projects that begin construction after June 30, 2026 may no longer qualify under current rules.
If you want a clear breakdown of who qualifies and how to capture the benefit, we have you covered.

Join our upcoming webinar on Section 179D.
👉 Save your spot: https://hubs.la/Q04gDc2x0

05/13/2026

Happening tomorrow!

Transferable energy tax credits are not expiring, but the opportunity window is tightening. If you plan to purchase 2025 or future credits, this session will help you understand the market, reduce uncertainty, and make defensible buyer decisions.
Do not wait to get clarity when demand is already accelerating.

🗓 Thursday, May 14, 2026
⏰ 2:00 to 3:00 PM ET
👉 Register before it starts: https://hubs.la/Q04gpvVZ0

05/13/2026

Happening tomorrow!

Transferable energy tax credits are not expiring, but the opportunity window is tightening. If you plan to purchase 2025 or future credits, this session will help you understand the market, reduce uncertainty, and make defensible buyer decisions.
Do not wait to get clarity when demand is already accelerating.

🗓 Thursday, May 14, 2026
⏰ 2:00 to 3:00 PM ET
👉 Register before it starts: https://hubs.ly/Q04dLDwH0

05/12/2026

Big news for BTG 2026!

Now that our full speaker lineup and topics are officially locked in, you can explore the complete experience before committing.
To give you extra time to plan, we are extending Early Bird pricing through May 22.

Take a look at what is in store and secure your spot at the best rate.
https://hubs.la/Q04ggwKR0