Jacob_Wood

Jacob Prentis Wood

Director, Capstan Tax Strategies

As Regional Director, Jacob works closely with his clients - planning with them, building with them, and celebrating with them.   Jacob prides himself on creating long-term relationships - not short-term sales - and his analytical skills and financial expertise allow him to function strategically as a trusted advisor.

Education and Credentials:

  • Juris Doctor degree from Indiana University Maurer School of Law
  • Bachelor of Arts degree from Duke University
  • Texas Bar Association, Member

Experience:

  • In the last decade, Jacob has personally performed or overseen over 2,000 R&D Tax Credit studies, identifying and substantiating over $800 million in federal and state tax credits.
  • Specializes in creating excellent experiences for his clients and their friends, engaging hundreds of clients by direct referral. The majority of Jacob's clients have also gone on to become multi-year partners.
  • Subject Matter Expert (SME) in:
    • R&D Tax Credit Law, Canadian SR&ED Credits, and Cost Segregation.
    • Architecture, Engineering, Construction, Manufacturing, Software, and Life Sciences industries

Behind the Scenes: Happily married to his college sweetheart, Jacob is a busy father of four.  In his scant free time, Jacob enjoys running, cooking, and introducing his kids to classic 1980s movies. He freely admits to loving math, reading The Economist, and considering tax law a "fun hobby."


Appearances