Content Provider
Trimerit

Ea credits middle
Nashional middle
Self-Study CPE
WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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AREAS OF CONTROVERSY UNDER THE TCJA
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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Free cpece webinars
Improving Clients’ Cash Position With the R&D Tax Credit

IMPROVING CLIENTS' CASH POSITION WITH THE R&D TAX CREDIT

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00695-20-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

U.S. companies across all industry sectors are being affected in some way by COVID-19. The accounting industry, and CPAs in particular, play a critical role in helping client companies navigate through these uncertain times. Some of today’s American businesses are rapidly converting operations to develop new products or re-engineering manufacturing processes to help in the current effort against COVID-19. Whether your clients are directly involved in supporting the fight against COVID-19, or whether they are now looking for new and creative ways to increase their cash position during uncertain times, this webinar will look at cash flow strategies that may now be available to them through the R&D tax credit.

Learning Objectives:


  • Explore new cash flow strategies that may be available for your clients through the R&D tax credit

  • Gain first-hand knowledge of the broad applicability for the R&D tax credit

  • Discover how American businesses that have adapted their products and processes to meet the crisis may be eligible for the R&D tax credit

  • Learn how small businesses with qualifying research expenses (QREs) can use the R&D credit to offset AMT or payroll taxes

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Trimerit

Randy brings more than 30 years of public accounting and tax consulting experience to Tri-Merit.

Throughout his career, Randy has worked closely with top company executives on tax planning and preparation engagements. Prior to co-founding Tri-Merit, he was managing partner of a Certified Public Accounting firm in Palatine, Illinois. His firm handled accounting and tax consulting activities for companies in a wide variety of industries.

Randy regularly speaks at seminars and accounting conferences. He conducts CPE presentations around the country on the R&D tax credit and cost segregation studies and has had numerous articles published on the subjects. Randy also hosts the accounting industry podcast, “The Unique CPA,” which keeps CPAs at the forefront of the changing face of public accounting by having conversations with fascinating leaders, and bringing you their stories, insights and advice.

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

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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

About Our Presenter

Trimerit
Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.

Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. We work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming Federal and State engineering-based tax incentives such as the R&D tax credit and cost segregation.

Tri-Merit turns a complex process into a refreshingly straightforward experience, making them a preferred choice among CPAs and companies of all sizes that are looking for ways to improve cash flow.