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Taxcreditsmallbiz cti

R&D TAX CREDIT: PRACTICAL APPLICATION FOR ELIGIBLE SMALL BUSINESSES

Cost Free   CPE Credits 1.0 hour   Subject Area Taxes  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
Other 
Series: Bookkeeper, CFOs and Controllers, Taxes, Research and Development Tax Credit 
Course Description

The R&D Tax Credit is a 20% federal credit designed to incentivize technological advances and the hiring of employees to perform R&D activities in the United States. R&D was made permanent by the PATH Act signed into law on December 18, 2015. The provision allows Eligible Small Businesses (ESB) that satisfies the less than $50 million gross receipts requirement to offset a taxpayer’s regular and AMT liabilities for tax years beginning after December 31, 2015.

Join CTI Director of R&D Mark Echols for an insightful and educational webinar for an in-depth look exploring what the R&D credit is, how to identify opportunities, and address concerns for capturing the R&D tax credit. We’ll also explore the technical updates and 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 and Descriptions

  • Technical Updates

  • Opportunities and Concerns

  • New process using today’s technology and new project methodologies

  • Current audit landscape

  • New Internal Use Software Regulations and Examples

Linkedin

Mark Echols

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

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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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.