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Self-Study CPE
BASIC INDIVIDUAL TAXATION
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SCHEDULE C OF FORM 1040
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TAX PROCEDURE
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
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§1031 LIKE-KIND EXCHANGES
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EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
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TAX EFFICIENT CHARITABLE GIVING STRATEGIES
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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1099-MISC: BOX BY BOX
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Free cpe webinars
Automate Client R&D Tax Credits with TaxTaker Software: Demo

AUTOMATE CLIENT R&D TAX CREDITS WITH TAXTAKER SOFTWARE: DEMO

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

TaxTaker has developed a software tool to automate the R&D tax credit specifically for start-ups and SMBs. Often overlooked by highly-qualifying businesses, the R&D credit is a lucrative tool to help qualifying companies reduce their tax burden and increase cash flow.  TaxTaker software acts as a central repository for all data related to the credit, and eliminates many pain points experienced by tax practitioners. Learn how your firm can bring this tax specialty in-house and create a new source of revenue.
 
Learning Objectives:


  • Learn the basics of the Federal R&D tax credit

  • Discuss the common activities and industries that can potentially qualify for the credit

  • Learn about the TaxTaker process for calculating and optimizing the R&D credit

  • Learn about the TaxTaker process for documenting R&D credits

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Ari Palmer

TaxTaker
Co-founder & CEO
ari@taxtaker.com
(817) 349-6524

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Ari specializes in simplifing complex tax incentives so that entrepreneurs can focus on what they love best-running their companies. With extensive experience helping businesses leverage government incentives, she enjoys uncovering benefits that fuel growth and competitive advantage nationwide.  Her favorite part about workiing in the niche world of R&D Tax Credits is working closely with innovative Founders that are constantly exposing new technologies and inspiring the TaxTaker team each day.

Additional Materials
Handout
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • 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
Nasba

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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We at TaxTaker have witnessed the significant amount of time CPAs and business owners have to commit in order to complete an R&D study, and the pains of CPAs that often have to dismiss recommending a study to their client because of high third-party pricing and resource barriers. We’re here to change that with intuitive software and competitive pricing based upon your service needs.  

TaxTaker's professionals have been providing businesses and accounting firms with strategic R&D tax services for the last decade. With extensive industry knowledge and experience serving hundreds of CPA firms and clients nationwide, we are equipped to provide your CPA firm or Startup with the R&D Tax Credit program you've been searching for.

Whether you’re a CPA looking to establish a new revenue stream for your firm or to streamline your R&D process, or you’re a business that needs R&D tax credit studies prepared quickly and cost-effectively, our software and built-in support will save you time and money.