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What Are R&D Tax Credits: An Intro for Accountants & Advisors


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Businesses spent $493 billion on research and development in the United States in 2019, an 11.8% increase from 2018. Changes to the R&D credit in recent years have made it a valuable cash benefit to a broad spectrum of businesses, regardless of size or industry. Yet, this credit is still underutilized.

In this webinar, Stephen Yarbrough (CPA, former IRS Agent, and Co-Founder of Neo.Tax) and Taylor Schaude (former KPMG associate) of Neo.Tax will help attendees understand how to identify the activities that qualify for the credit and which companies can benefit from a qualified small business payroll election. This allows companies to benefit from the credit even if they are not currently profitable. 

Learning Objectives: 

  • Define criteria for a qualified small business to elect a payroll R&D credit 

  • Identify activities that qualify for the R&D credit 

  • Give examples of disallowed activities 

  • Recognize the process and timeline for obtaining the credit

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Stephen Yarbrough, CPA

Chief Tax Officer & Co-Founder

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Stephen is the literal brain behind Neo.Tax, with over two decades of experience as a CPA and as a former IRS agent. As a co-founder and the Chief Tax Officer, he reviews the product, including its automation and machine learning, to ensure that it is consistent with current tax code, regulations, IRS guidance, and case law analysis. Stephen has an MS in Accounting from The University of Texas and resides in San Francisco.


Taylor Schaude

Head of Partnerships & Business Development

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Taylor runs Business Development & Partnerships at Neo.Tax. Previously, he was the Director of Investor Relations & Chief of Staff to the CEO at 500 Startups. At 500, he partnered with the firm’s executive team to manage strategic initiatives, investor relations, fundraising efforts, and later stage co-investments. Prior to his role in venture capital, he spent 8 years in management consulting primarily focusing on corporate development, audit, and strategic operations. Taylor has a BS in Management Information Systems from Auburn University and resides in San Francisco.

About Our Presenter

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Neo.Tax is building the easiest and most accurate tax software for businesses. Their first product simplifies the complex process of applying for the R&D Tax Credit, putting up to $250,000 back into each company's pocket. This is the first step towards turning taxes into a modern advantage for businesses. Neo.Tax's approach is reflected in their founding team; a Stanford PhD in Machine Learning automating the brain of a former IRS Agent, productized by a former Intuit product manager.