Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment.
The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today.
Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of local Chapters in the U.S. FEI headquarters is located in Morristown, NJ.
Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently President (2020-21) of the Silicon Valley Chapter of Financial Executives International (FEI).
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Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment.
The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today.
Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of local Chapters in the U.S. FEI headquarters is located in Morristown, NJ.
Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently President (2020-21) of the Silicon Valley Chapter of Financial Executives International (FEI).
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/
The Strategic CFO by FEI
Hosted by Jan Robertson, The Strategic CFO is the Financial Executives International’s premier podcast. In this show, Robertson will speak with esteemed guests of high-ranking thought leadership to provide meaningful insights and best practices on the financial world. Keeping up to date with modern trends, political climates, and technological advancements Jan and guests will share eye-opening information that can impact the very way you organize your financial fulfillment.
The Strategic CFO also is the essential tool for the broad scope of financial executives as engaging with this show will provide Continuing Professional Education (CPE) credits. Tune in, reflect, and leave us a comment on LinkedIn or a review to get your credits today.
Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of local Chapters in the U.S. FEI headquarters is located in Morristown, NJ.
Jan Robertson, a 30-year veteran of the M&A business, is a frequent speaker and author on topics related to M&A. She has advised numerous technology company clients and boards of directors on a wide variety of M&A transactions during her career. Ms. Robertson is a founding member of the Silicon Valley Chapter of Women Presidents’ Organization (WPO), and has served on the boards of directors of National Association of Women Business Owners (NAWBO) Silicon Valley Chapter as President for 2012-13 and the Peninsula Symphony, and currently President (2020-21) of the Silicon Valley Chapter of Financial Executives International (FEI).
