This course will cover the fundamentals of the Research and Development (R&D) Tax Credit. Including the history and recent developments, project qualifications, calculating the benefits, the chronology of a typical project and common issues.
Provide a general overview of the R&D Tax Credit
Learn how to identify qualifying projects
Understand the various calculation methods and a sample calculation
Discuss the project implementation and issues to consider
Michael Maroney is a senior manager with KBKG. He advises clients on tax matters related to federal and state R&D tax credits. He has advised numerous Fortune 1000 clients across a variety of industries. He has successfully defended his client’s R&D claims before the IRS and state taxing authorities. He has been an instructor on these topics for numerous CPA and industry associations, and has authored articles related to federal and state R&D tax credits. Prior to joining KBKG, he’s been with two of the Big 4 firms.
Luis A. Guerrero, MBT, is a Principal and Co-Founder of KBKG, Tax Credit, Incentives & Cost Recovery Specialists. As the Tax Practice Leader, he is responsible for leading a team of engineers and accountants with addressing tax-related matters. After earning his undergraduate degree in business administration with an emphasis in finance and economics from California State University, Chico, Lou rounded out his formal education by completing the Accounting Program at the University of California at Santa Barbara and earned his master’s degree in business taxation from Golden Gate University. Lou is a frequent speaker on cost segregation, 1031 exchanges and research and development tax credits for his firms’ educational webinars series and for many other organizations including the California Society of CPAs. Lou lives in Westlake Village, CA with his wife Wendy and his 3 children, Grant, Danica and Jenna.