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Kbkg taxfood

RESEARCH & DEVELOPMENT TAX CREDIT FOR THE FOOD AND BEVERAGE INDUSTRY

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 13, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Food and beverage companies constantly face increasing cost and competitive pricing. A significant amount of these cost stem from R&D expenditures accumulated from improving products to meet new food safety guidelines and dietary standards as well as creating original new products to fill increasing demand for higher quality. The Federal R&D Tax Credit can help offset these expenses by providing tax credits for qualified research cost performed in the United States.

Outline:
▪ History and definition
▪ Qualified activities: (Food, Processes, Packaging, Sustainability Efforts)
▪ How the credit works
▪ Identifying and documenting QRE
▪ Computing the credit
▪ Industry specific case studies

Learning Objectives

  • Understand the R&D Tax Credit

  • Learn how to identify qualifying activities

  • Understand how the credit works

  • Calculating the R&D tax credit

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Icstax

Lacey J.S. Robb is the Northeast Practice Leader, Interim Pacific Coast Practice Leader for ICS Tax, LLC (ICS). She has over 14 years of tax and legal experience, which includes the Big Four accounting firms KPMG and EY as well as various law firms. Lacey specializes in the R&D credit and numerous other tax planning ideas. Her background in corporate taxation, M&A, SALT and complex tax issues allows her to provide a holistic approach for meeting client needs. Lacey received her B.A. in Psychology and Juris Doctorate from the University of North Dakota, as well as an LLM in Taxation from the University of Denver. Additionally, she has taken the core accounting classes from North Dakota State University. In her free time, she is an avid scuba diver and participates in annual marathons benefiting cancer research.

Linkedin

Michael Maroney

KBKG
Senior Manager Research & Development Tax Credit Services
michael.maroney@kbkg.com
(877) 525-4462 x203

Kbkg

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.

About Our Presenter

Kbkg
Established in 1999 KBKG is a specialty tax firm providing nationwide service. Our firm offers a unique combination of heritage, vision and work. The strength of our firm is in understanding the complexities of taxation and engineering. Over the years we have used our experience and expertise to take advantage of ever changing tax laws for the benefit of our clients. As educators in the field of tax credits, incentives and deductions, we hold numerous seminars for CPAs, attorneys, investment firms, and other real estate professionals.