TPA Arlington 2022 Slide Deck

Recent Updates………….. 179D (After 2023)

Under the Inflation Reduction Act of 2022, the qualifications and benefits have changed starting for buildings place in service on or after January 1 st , 2023. • The allocation of the deduction has now been expanded to allow certain tax-exempt entities to allocate the deduction to a designer not just by government agencies. Total Lifetime Deduction Old Rule: You cannot exceed $1.80/square foot over the lifetime of the building. New Rule: You cannot exceed the $1.00/$5.00 (whichever is applicable) for any taxable year ending during the 4-taxable-year period ending with such taxable year for the designer. OR a three-year period for the tax payer themselves. I.E. Privately owned properties can be once every 3 years and Allocated properties can be taken once every 4 years. Reference Standard Old Rule: ASHRAE 90.1 standard is determined based on the year placed in service and/or the year construction began. New Rule: January 1 st , 2023 and later will be compared to ASHRAE 90.1-2007

We are still awaiting guidance for the IRS so everything is speculative at this time. Deduction Standard Old Rule: 1 Component: $0.60, 2 Components $1.20, 3 Components $1.80 (+ Inflation for 2021 and 2022). In order to qualify for the $1.80 deduction you must meet a 50% reduction from the applicable ASHRAE standard. New Rule: Minimum deduction of $0.50 per square foot increased (but not above $1.00) by $0.02 for each percentage point by which the total annual energy and power costs for the building are certified to be reduced by a percentage greater than 25 percent than the ASHRAE 90.1-2007. (All three Components Included)

R&D TAX CREDIT. //

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