CPAacademy.org | RESEARCH & DEVELOPMENT TAX CREDIT: INTERNAL USE

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RESEARCH & DEVELOPMENT TAX CREDIT: INTERNAL USE SOFTWARE

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax Update)

CE Credits 1.0 hour

Course Id# - HURS9-U-00097-16-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other

Series: Bookkeeper, CFOs and Controllers, Taxes, Research and Development Tax Credit

Course Description

R&D tax credits aren’t just for big companies anymore. Over time, the credit has been expanded and extended, and recently made permanent with the passing of the PATH Act. Today, R&D includes business of all shapes and sizes.

Join CTI Director of R&D Mark Echols for an insightful, educational webinar for an in-depth, informative webinar exploring the technical updates, opportunities and concerns surrounding the R&D tax credit. We’ll also explore the final regulations issued by the IRS on internal use software, and new processes for capturing the R&D tax credit using today’s latest technology and project methodologies.

Learning Objectives

R&D Credit Overview
Technical Updates
Opportunities and Concerns
New process using today’s technology and new project methodologies
New Internal Use Software Regulations and Examples
Current audit landscape

Mark Echols

Corporate Tax Incentives
R&D Tax Solutions Leader
mechols@ctillc.com
(866) 444-4880

Mark leads CTI’s national research and development (R&D) tax credit practice and is involved in all aspects of providing R&D services to his clients, including: conducting high-level R&D tax credit feasibility analyses, managing complex and comprehensive R&D tax credit studies and defending R&D tax credit claims under IRS and state taxing authority examinations. Mark has over 20 years of Big Four accounting firm experience and specializes in federal and state R&D tax credit solutions. Prior to joining CTI in 2013, Mark served as tax director in PricewaterhouseCoopers, LLP’s (PwC) Southern California R&D practice. He provides R&D services to Fortune 500 corporations and large public companies, as well as medium-sized private companies. Mark has aided companies in the biomedical, software, video game development, film animation, manufacturing, aerospace engineering and pharmaceutical industries, saving his clients in excess of $200 million in federal and state R&D tax credits. Mark earned his bachelor's degree from the University of California, Davis.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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EA Approved

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About Our Presenter

At CTI, we specialize in helping your business take full advantage of the tax credits and incentives you’re entitled to. Whether you’re a VP of Finances at a Fortune 500 company or financial controller at a fast-growing start-up, CTI creates your tax-credits pathway towards essential tax savings. CTI has generated hundreds of millions of dollars in savings for thousands of companies. We’ve earned a reputation as the top provider in maximizing corporate tax incentives and credits, as well as for providing unsurpassed customer service to our clients.