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IRS EXAM AND APPEALS PROCESS: R&D TAX CREDIT

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 21, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

Recent changes to the exam and appeals process significantly impact how companies should document their Tax Credits. Learn more about these changes, and how to prepare an R&D claim that can be sustained in audit in a one hour CPE.

Learning Objectives

  • Better understand what a qualified expense is for the R&D tax credit

  • Hear about recent cases, legislation and policy changes that impact this credit

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Peter Mehta

Tax Credit Co.
Managing Director
pmehta@taxcreditco.com
323 434 6262

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Peter’s 20 years of experience in tax controversy and R&D tax credit matters includes all aspects of tax controversy from Exam through the Appellate-level with both the IRS and California State taxing authorities. His experience includes audit examinations, technical advice requests, preparing and reviewing protests, IRS Appeals proceedings, and refund claims.

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Kim is the Vice President of Strategic Accounts at Tax Credit Co. She works closely with Tax Credit Co.’s service lines to bring comprehensive and customized tax incentive solutions to TCC’s current and prospective clients. Kim received her Ph.D. in Mathematics with a focus in computer algorithms from the University of Texas at Austin, and was a National Science Foundation postdoctoral fellow at UCLA prior to joining Tax Credit Co.

About Our Presenter

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Since 1996, Tax Credit Co. has helped its clients offset their tax liabilities with over $1B in credits to date. Tax Credit Co. delivers industry-leading solutions and technology that helps companies realize more benefits from federal, state and local tax incentive programs. We work with clients nationwide that range from small business to Fortune 100 covering all industries. Our staff of over 100 is focused on our mission to unlock material value from credits and incentives while minimizing the burden to our client's internal tax, finance, IT, HR and operations departments.