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Tax Credits & Incentives

Maximize dollar-for-dollar tax credits and specialized incentives for research, energy efficiency, and export activities.

Our tax credit and incentive strategies help businesses and investors capture valuable dollar-for-dollar tax reductions through research activities, energy efficiency improvements, and export operations.

R&D Tax Credit (§41)

Federal income tax credit for increasing research activities, available to software, manufacturing, engineering, biotech, and product design companies with U.S. wage spend.

Dollar-for-dollar income tax credit
Potential payroll tax offset for eligible startups
Repeatable incentive year over year
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Energy Efficiency Incentives

Section 179D deductions for energy-efficient commercial buildings and Section 45L credits for new energy-efficient homes and multifamily units.

Significant per-square-foot deductions under §179D
Per-unit credits under §45L for qualifying homes
Stacks with cost segregation and other incentives
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IC-DISC for Exporters

Federal export incentive allowing U.S. manufacturers and distributors to pay commissions to a separate IC-DISC, converting export profits into qualified dividends for rate arbitrage.

Rate arbitrage between ordinary deduction and dividend rates
Cash flow advantages and potential deferral
Can layer with transfer pricing and entity planning

Important Disclosures

All strategies are subject to IRS rules, limitations, and documentation standards. Numbers are illustrative only. Stonebridge Tax Advisors LLC does not provide legal or investment advice. Implementation requires coordination with your CPA, attorney, and qualified third parties where applicable.

Ready to Maximize Your Tax Credits?

Our Tax Impact Assessment will help identify which tax credits and incentives best fit your business activities and tax reduction goals.

See If You Qualify