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R&D Tax Credits Explained: Helping Clients Optimize Opportunity


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 17, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This comprehensive session delves into the intricacies of R&D tax credits, offering a clear understanding of eligibility criteria, the application process, and how to maximize benefits. Attendees will take home actionable insights to effectively navigate the R&D tax credit landscape for all clients -- start-ups, well-established entities, and those somewhere in between. Harness the potential of Research and Development (R&D) Tax Credits to optimize your clients’ financial growth!

Learning Objectives:

  • Describe the varied potential applications of the R&D Tax Credit

  • Identify the eligibility criteria for businesses to claim the R&D Tax Credit

  • Understand the four types of Qualified Research Expenses that may be claimed and their associated restrictions

  • Recognize the steps involved in the application process for R&D Tax Credits, particularly the importance of documentation

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Jacob Wood, JD

Capstan Tax Strategies
Regional Director of Business Development
(215) 885-7510

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Jacob Wood likes to get into the trenches with his clients.

As Regional Director of Business Development, Jacob works closely with his clients – planning with them, building with them, and celebrating with them. Jacob prides himself on creating long-term relationships, not short-term sales, and his analytical skills and financial expertise allow him to function strategically as a trusted advisor.

In the last decade, Jacob has personally performed or overseen over 2,000 R&D Tax Credit studies, identifying and substantiating over $800 million in federal and state tax credits. Additionally, he specialized in creating excellent experiences for his clients and their friends, engaging hundreds of clients by direct referral. The majority of Jacob’s clients have also gone on to become multi-year partners.

Jacob is a Subject Matter Expert in R&D Tax Credit Law, Canadian SR&ED Credits, and Cost Segregation. He is also a SME in the Architecture, Engineering, Construction, Manufacturing, Software, and Life Sciences industries, though he confesses to a special interest in robotics and automation.

A self-described “lifelong student,” Jacob is continually sharpening his technical skills. He freely admits to loving math, reading The Economist, and considering tax law a “fun hobby.” Jacob is first and foremost a people-person, and using his knowledge to help clients in a positive, productive way is what he finds truly gratifying.

A member of the Texas Bar Association, Jacob holds a Juris Doctor degree from the Indiana University Maurer School of Law and a Bachelor of Arts degree from Duke University.

Happily married to his college sweetheart, Jacob is a busy father of four. In his scant free time, Jacob enjoys running, cooking, and introducing his kids to classic 1980s movies.

About Our Presenter

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Capstan Tax Strategies is a professional services firm that helps CPAs and commercial real estate owners navigate Tangible Property and Fixed Asset Regulations and maximize the tax benefits of real estate holdings.