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Tcc rdcredit


Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 16, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelOverview
Course Description

The Research & Development Credit is a valuable incentive for many businesses. As it has become increasingly popular for mid market companies, many are struggling to get it right or missing out altogether. Earn one hour of CPE credit with an in depth look at the Research & Development Credit.

Learning Objectives

  • Help you better understand what a qualified expense is for the R&D tax credi

  • Learn how to assess the potential value of the credit for your client

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

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Bryan has over ten years of experience working within the CPA community, with the past seven working exclusively in credits and incentives. Areas of specialty include R&D, Cost Segregation, 179D, federal and state hiring credits, Training Incentives, IC-DISC, Negotiated Incentives, and more. Prior to joining the credits and incentives world, Bryan worked for several years as an ADP Sales Executive, focused on CPA relationships. In the scope of his work over the past ten years, Bryan has worked in dozens of industries, including software, manufacturing, and retail, among others. Clients greatly benefit from his broad knowledge of varying industries, and the credits and incentives available to them. Bryan has many current industry speaking engagements, including nationwide conferences, CPE training, and webinars.

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Stephanie specializes in providing federal and state R&D credit services to clients of various sizes in a variety of industries. She has dedicated over 10 years to providing R&D services including tenures at “Big 4,” boutique R&D practices, and as the R&D practice leader of a national accounting firm. She has counselled clients ranging from mid-market to Fortune 100 businesses in industries, including, but not limited to, software, manufacturing, oil and gas, financial services, cosmetics, and aerospace. Her extensive tax controversy experience includes audit examinations, preparing and reviewing protests, IRS Appeals proceedings, and the emendation and defense of studies performed by other providers. Stephanie has also been a regular contributor to R&D tax credit thought leadership through speaking engagements at industry conferences, and the development of CPE webinars, press releases and technical articles on legislative developments.

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.