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UNDERSTANDING THE RESEARCH & DEVELOPMENT TAX CREDIT

Cost Free
Presentation Length 1.5 hours

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

The Research and Development (R&D) tax credit is one of the most widely available yet overlooked tax incentives available to companies of all sizes. Many taxpayers mistakenly believe they do not qualify for the credit because they do not understand the definition of Qualified Research per the Internal Revenue Code and Regs. Once qualifying activities are identified, they must be adequately documented in order to sustain the credit in the event of an audit.

This course provides an understanding of the R&D tax credit and covers the fundamentals of qualifying, quantifying, and sustaining the credit in order to improve your clients’ tax positions and increase cash flow. Recent developments are also discussed that may open new opportunities for taxpayers who previously did not claim the credit.

Learning Objectives

  • Understanding the R&D Tax Credit

  • Qualifying for the Credit

  • Calculating and Documenting the Credit

  • Update / New Regs

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Phil Dottavio is a Director with Think, LLP and has over 25 years of taxation experience, including 7 years with two of the Big Four accounting firms and over 15 years in private industry, and several years in leadership and advisory roles at a number of specialty tax firms. In addition, he has authored several published articles and has been a frequent speaker at CPE events, and has served as an adjunct accounting professor at Cleveland State University and Brown Mackey College. Phil is a Certified Public Accountant in the state of Ohio and is also an Enrolled Agent. He holds a B.B.A. in accounting from Kent State University, Summa Cum Laude, and received his Master of Taxation from the University of Denver Sturm College of Law.

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Brian Pluckhan

Think, LLP
Managing Partner
bpluckhan@thinkllp.com
(310) 256-3666

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Brian has over 25 years experience in corporate and individual tax consultation. As a former Deloitte & Touche, LLP partner in both New York and Los Angeles, he was responsible for serving the firm’s most significant clients. Brian was a member of the firm’s national tax practice specializing in corporate income tax planning, entity structuring, reorganizations, and mergers and acquisitions. He was also a Managing Director for a national firm that focused on performing R&D Tax Credit Studies and manager senior manager in tax at Arthur Andersen in Orange County, California, where he focused his practice on corporate tax planning, the use of partnerships and other flow-through entities as well as international tax. Brian holds a B.S. in accounting from the University of Southern California.

About Our Presenter

Thinkllp
Think is a national professional services firm teaming with CPAs and corporate tax departments across the country to perform a number of specialized tax services. Think’s primary focus is delivering high value federal and state tax planning for corporations and their shareholders. The company consists of former “Big-4” national tax practice partners and CPAs and has performed specialty tax consulting services for over 500 small to mid-size companies and over 300 of the Fortune 1000.