Jacob Wood
Capstan
Jacob Wood likes to get into the trenches with his clients.
As Regional Director of Business Development, 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.
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. Additionally, he specialized 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.
Jacob is a Subject Matter Expert (SME) in R&D Tax Credit Law, Canadian
SR&ED Credits, and Cost Segregation. He is also a SME in the Architecture,
Engineering, Construction, Manufacturing, Software, and Life Sciences
industries, though he confesses to a special interest in robotics and
automation.
A self-described “lifelong student,” Jacob is continually sharpening his
technical skills. He freely admits to loving math, reading The Economist, and
considering tax law a “fun hobby.” Jacob is first and foremost a people-person,
and using his knowledge to help clients in a positive, productive way is what he
finds truly gratifying.
A member of the Texas Bar Association, Jacob holds a Juris Doctor degree
from the Indiana University Maurer School of Law and a Bachelor of Arts
degree from Duke University.
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.