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Self-Study CPE
EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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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
CE Credits 0.0 hours
Subject Area Taxes
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 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.
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.