As CPAs, clients rely on your expertise to guide them through the complex labyrinth of claiming R&D tax credits. But understanding the intricacies of this process is akin to traversing a winding path full of potholes and dead ends.
This course is designed to transform you into a proficient guide, armed with the knowledge to help clients identify qualifying research activities, document their efforts, and avoid common pitfalls. Leveraging interactive case studies and practical examples, we'll equip you with the latest tools to demystify the R&D tax credit terrain, enabling your clients to maximize their innovation investments and reap the rewards to which they're entitled.
Sanjiv has over 19 years of experience focused exclusively on Research and Development tax credit services. He has assisted firms of all sizes; from privately held startups to publicly traded, Fortune 500 companies; in identifying, calculating, and documenting their federal and state R&D tax credits, as well as defending those credits on examination by the IRS and/or state taxing authorities. Sanjiv’s experience spans across various industries, including, manufacturing, software, oil & gas, technology, engineering services, defense, aerospace, chemical, food & beverage, apparel, financial services, pharmaceutical, and retail & consumer products.
As a Director within ADP’s Compliance Solutions business unit, Sanjiv works to develop partnerships with firms to provide value for their clients. He also helps educate taxpayers on the R&D credit and works to identify value added opportunities for them.