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Free cpece webinars
R&D Tax Credits and the IRS: How to Prepare for Audit


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 28, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar will cover what you might encounter if the IRS audits the Research & Development (R&D) tax credit filing claims. Topics include IRS organization, personnel potentially involved in the audit, history of IRS guidance and projects, typical audit procedures, common problem areas, and resolution tools. In the event that there is an audit, you need to learn what to expect and how to be prepared.

Learning Objectives:

  • Recall a general overview of the IRS organization and personnel often involved in R&D Tax Credit audits

  • Identify where the IRS guidance on R&D Tax Credit issues originated from

  • Determine what to expect in an IRS audit of the R&D Tax Credit.

  • Identify the possible resolutions to any problems or disagreements occurred in an R&D Tax Credit audit

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Jack Jolly

Director - Research and Development Tax Credit Services
(877) 525-4462 x803


Jack's last 20 years were with the IRS in the Large Business and International Division. The majority of his time at the IRS was dedicated to the examination of the research tax credit in various industries, including automotive, utilities, chemical and others. He served as a engineer team manager, territory manager, and senior analyst. He was the lead instructor for several classes where new engineers were taught their role in examining basic and advanced IRS issues.

Jack recently retired as a federal employee after 32 years. His first 12 years were with the Department of Defense as a production engineer at an Army maintenance depot where the primary mission was the overhaul of combat vehicles. His experience there ranged from supporting various operations, such as transmission and engine rebuilding, machining and fabrication, to working with contractors to design vehicle improvements in combat operations and survivability. He was the lead engineer on several capital projects for both facility and equipment improvements.

He is a lifetime member of the University of Alabama at Birmingham (UAB) Alumni association. He received his degree in mechanical engineering from UAB and is a loyal Blazer supporter. He makes the trip from Tennessee back to Birmingham several times a year to watch the basketball and football teams play.

About Our Presenter

Established in 1999 with offices across the US, KBKG provides turn-key tax solutions to CPAs and businesses. By focusing exclusively on value-added tax services that complement your traditional tax and accounting team, we always deliver quantifiable benefits to clients. Our firm provides access to our knowledge base and experienced industry leaders. We help determine which tax programs benefit clients and stay committed to handling each relationship with care and diligence. Our ability to work seamlessly with your team is the reason so many tax professionals and businesses across the nation trust KBKG.