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Free cpece webinars
R&D Tax Credits and the IRS: How to Prepare for Audit

R&D TAX CREDITS AND THE IRS: HOW TO PREPARE FOR AUDIT

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00534-19-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites CPE for CPAs
Advanced Preparation None
Course Description

Course Description:
This webinar will cover what you might encounter if the IRS audits the Research & Development (R&D) Tax Credit filing claims. Topics include IRS organization, personnel potentially involved in the audit, history of IRS guidance and projects, typical audit procedures, common problem areas, and resolution tools. In the event that there is an audit you need to learn what to expect and how to be prepared.

Objectives:


  • Provide a general overview of the IRS organization and personnel often involved in R&D Tax Credit audits.

  • Learn where the IRS guidance on R&D Tax Credit issues originated from.

  • Understand what to expect in an IRS audit of the R&D Tax Credit.

  • Discuss the possible resolutions to any problems or disagreements occurred in an R&D Tax Credit audit.

Linkedin

Jack Jolly

KBKG
Director - Research and Development Tax Credit Services
jack.jolly@kbkg.com
(877) 525-4462 x803

Kbkg

Jack's last 20 years were with the IRS in the Large Business and International Division. The majority of his time at the IRS was dedicated to the examination of the research tax credit in various industries, including automotive, utilities, chemical and others. He served as a engineer team manager, territory manager, and senior analyst. He was the lead instructor for several classes where new engineers were taught their role in examining basic and advanced IRS issues.

Jack recently retired as a federal employee after 32 years. His first 12 years were with the Department of Defense as a production engineer at an Army maintenance depot where the primary mission was the overhaul of combat vehicles. His experience there ranged from supporting various operations, such as transmission and engine rebuilding, machining and fabrication, to working with contractors to design vehicle improvements in combat operations and survivability. He was the lead engineer on several capital projects for both facility and equipment improvements.

He is a lifetime member of the University of Alabama at Birmingham (UAB) Alumni association. He received his degree in mechanical engineering from UAB and is a loyal Blazer supporter. He makes the trip from Tennessee back to Birmingham several times a year to watch the basketball and football teams play.

Additional Materials
Webinar FAQs
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.
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

Kbkg
Established in 1999 KBKG is a specialty tax firm providing nationwide service. Our firm offers a unique combination of heritage, vision and work. The strength of our firm is in understanding the complexities of taxation and engineering. Over the years we have used our experience and expertise to take advantage of ever changing tax laws for the benefit of our clients. As educators in the field of tax credits, incentives and deductions, we hold numerous seminars for CPAs, attorneys, investment firms, and other real estate professionals.