Content Provider
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Sponsored by
Gustologo Ea credits middle
Self-Study CPE
DOMESTIC TAX ISSUES FOR IMMIGRANTS & ALIENS
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PENALTY STANDARDS FOR THE TAXPAYER AND THE PREPARER
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2021 ANNUAL FEDERAL TAX SEASON UPDATE
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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IMPACT OF COVID-19 AND THE TAX CUTS AND JOBS ACT ON LIFE INSURANCE PLANNING
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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Free cpece webinars
R&D Tax Credits: Creating Value for Your Clients

R&D TAX CREDITS: CREATING VALUE FOR YOUR CLIENTS

This webinar was formerly titled HOW PEOPLE ADVISORS CAN CREATE VALUE WITH R&D TAX CREDITS
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00876-20-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Join Clarus R+D for this live webinar to learn how you can help clients claim their R&D tax credit. We will address common misconceptions about the credit and define how you can help small and midsize companies take advantage of this meaningful tax incentive. We will also identify how you can grow your firm’s revenue through the unique Clarus and Gusto integration.

Learning Objectives:


  • Classify fact from myth about the R&D tax credit, especially as it relates to startups and small businesses

  • Identify qualified versus non-qualified activities, including the expanded pool of qualifying software projects

  • Review different calculation methods and explain how our software calculates the most advantageous method for the client

  • Define important IRS documentation requirements

  • Recognize the options for monetizing R&D credits, including Gusto’s real-time processing when used against payroll tax


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Monika Diehl

Clarus R+D
Vice President, Operations
mdiehl@clarusrd.com
614-805-5530

Clarusrd logo

Monika serves as the Head of Operations for Clarus R+D. She is a CPA and holds a Master of Taxation from Capital University Law School. Monika has extensive business tax experience and worked in internal audit earlier in her career reviewing business processes. She is excited about helping businesses use their investment in innovation to reduce the amount of tax they pay. Monika has a BS in Accounting from Ohio State University and lives in Bexley, Ohio with her family.

Linkedin

Jaclyn Anku

Gusto
Partner Education Lead
jaclyn.anku@gusto.com
(415) 408-5574

Gustologo

Jaclyn Anku leads Partner Education at Gusto and is a small business and accounting community enthusiast dedicated to creating programs that educate, engage, and inspire. Prior to joining Gusto, she led the Xero’s Partner Program and worked as a small business consultant at a non-profit microlender.

Linkedin
Clarusrd logo

Jeff co-founded Clarus R+D and serves as its President. He has a passion for helping young companies and driving innovation and sees Clarus as the perfect opportunity to do both. Jeff has a deep background in management consulting, product development, strategy, and early-stage ventures. His experience spans numerous industries, including software, financial services, and energy. He has a BA in Economics and Accounting from Ohio State University and lives in Columbus, Ohio with his family.

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

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 Sponsor

Gustologo
Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.