Join Peter J. Scalise in learning how to optimize the federal-level research tax credit while mitigating compliance risk by understanding how to properly identify, gather and document a sustainable research tax credit claim. Peter J. Scalise will also discuss bi-partisan legislative updates from Capitol Hill in connection to the federal-level research tax credit. This is the original program designed by Peter J. Scalise who authored the highly acclaimed whitepaper published by Parker Tax Publishing entitled “A Practical Guide to Identifying, Gathering, and Documenting a Sustainable Research Tax Credit Claim”.
Learn “Best Practices” in Designing and Implementing Methodologies for Sustainable Research Tax Credit Claims;
Learn How to Properly Establish Nexus Between Qualified Research Activities (“QRAs”) and Qualified Research Expenditures (“QREs”); and
Receive a Comprehensive Washington National Tax Update on Pending Legislative Changes from Capitol Hill Affecting the Research Tax Credit.
Prager Metis CPAs, LLC
Federal Tax Credits & Incentives Practice Leader
pscalise@pragermetis.com
(212) 835-2211
Peter J. Scalise serves as the Federal Tax Credits & Incentives Practice Leader for Prager Metis CPAs, LLC a member of The Prager Metis International Group. Peter is a highly distinguished BIG 4 Alumni Tax Practice Leader and has approximately twenty years of progressive public accounting experience developing, managing and leading multi-million dollar tax advisory practices on both a regional and national level. Peter is a highly acclaimed thought leader in the fields of accounting and taxation with deep subject matter expertise in connection to designing, implementing and defending sustainable methodologies for specialty tax incentives including, but not limited to, research tax incentives; orphan drug credits; therapeutic discovery credits; accounting methods and periods; energy tax incentives in connection to green building envelope efficiency and benchmarking, solar energy, bio energies, fuel cells, wind turbines, micro turbines, and geothermal systems; and comprehensive fixed asset analysis incorporating principles of construction tax planning, cost segregation analysis and the final treasury regulations governing tangible property. Peter is a renowned keynote speaker and an extensively published author on specialty tax incentives, tax controversy matters, and legislative updates from Capitol Hill for NAREIT, AGRION, USGBC, AICPA, ASTP, NATP, ABA, AIA, and TEI. Peter serves as a member of the Tax Faculty for CPAacademy, iShade and TaxConnections University (“TCU”). Peter serves on both the Board of Directors and Board of Editors for The American Society of Tax Professionals (“ASTP”) and is the Founding President and Chairman of The Northeastern Region Tax Roundtable.
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