Content Provider
Cti logo

Middlebanner astps03182024
Self-Study CPE
IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
View Details/Register
TOOLS AND STRATEGIES TO AVOID ESTATE PLANNING TRAGEDIES
View Details/Register
IRS PRESENTING: ADVOCATING FOR TAXPAYERS WHO RECEIVE COLLECTION NOTICES
View Details/Register
WORKER CLASSIFICATION: EMPLOYEE OR INDEPENDENT CONTRACTOR?
View Details/Register
EXPATRIATION AND THE EXIT TAX: PROS AND CONS OF RENOUNCING CITIZENSHIP
View Details/Register
NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
View Details/Register
WORLD OF EMPLOYEE FRINGE BENEFITS
View Details/Register
PROTECTING YOUR BUSINESS AND YOUR FAMILY
View Details/Register
PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
View Details/Register
THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
View Details/Register
Cti rd what

RESEARCH & DEVELOPMENT TAX CREDIT: WHAT, WHY & HOW

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

R&D tax credits aren’t just for big companies anymore. Over time, the credit has been expanded and extended, and recently made permanent with the passing of the PATH Act. Today, R&D includes business of all shapes and sizes.

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

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

  • Adding value to your CPA firm working with a partner like CTI

Linkedin

Mark Echols

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

Cti logo

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.

Additional Materials
Webinar Technical FAQs
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

Cti logo
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.