HomeWebcastR&D Tax Credits: Trends, Developments and Tax Planning Guide in 2019
Online CLE Tax Credits CLE

R&D Tax Credits: Trends, Developments and Tax Planning Guide in 2019

Live Webcast Date: Wednesday, May 22, 2019 at 12:00 pm - 2:00 pm (ET)
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Add Reminder to My Calendar 05/22/2019 11:00 am 05/22/2019 2:00 pm America/New_York The Knowledge Group Webinar: R&D Tax Credits: Trends, Developments and Tax Planning Guide in 2019 The event starts in an hour. If you have not registered, please go to the link below to sign up today.https://www.theknowledgegroup.org/checkout/?add-to-cart=108706\r\n Research and Development (R&D) activities are crucial for the economic and technological growth of a company and of a country, as a whole. Giving incentives to companies investing in such activities through tax credits, has encouraged more investors and developers to venture into such high stake activities. \n \nThrough reduced income tax liabilities, more opportunities are being provided to businesses, start-ups and taxpayers to invest more in R&D. Thus, it is up to the stakeholders to maximize the benefits through effective tax planning and observing full compliance of the legal and regulatory requirements. \n \nIn this LIVE Webcast, a panel of distinguished professionals and thought leaders will help R&D benefactors and institutions, along with other stakeholders, understand the important aspects of this significant topic. They will provide an in-depth discussion of R&D tax credits. Speakers will also offer guidance in developing an effective tax plan and in implementing compliance strategies in light of the recent trends and developments in the R&D tax landscape. \n \nKey issues that will be covered in this course are: \n \n \n R&D Tax Credits: Overview \n Trends and Developments \n Compliance Issues \n Compliance Tips and Strategies \n Tax Planning Guide: How to Maximize your Tax Credit \n Future of R&D Tax Credits \n https://www.theknowledgegroup.org/webcasts/rd-tax-credits-2019/

Online CLE Tax Credits

Join us for this Knowledge Group Online CLE Tax Credits Webinar. Research and Development (R&D) activities are crucial for the economic and technological growth of a company and of a country, as a whole. Giving incentives to companies investing in such activities through tax credits, has encouraged more investors and developers to venture into such high stake activities.

Through reduced income tax liabilities, more opportunities are being provided to businesses, start-ups and taxpayers to invest more in R&D. Thus, it is up to the stakeholders to maximize the benefits through effective tax planning and observing full compliance of the legal and regulatory requirements.

In this LIVE Webcast, a panel of distinguished professionals and thought leaders will help R&D benefactors and institutions, along with other stakeholders, understand the important aspects of this significant topic. They will provide an in-depth discussion of R&D tax credits. Speakers will also offer guidance in developing an effective tax plan and in implementing compliance strategies in light of the recent trends and developments in the R&D tax landscape.

Key issues that will be covered in this course are:

  • R&D Tax Credits: Overview
  • Trends and Developments
  • Compliance Issues
  • Compliance Tips and Strategies
  • Tax Planning Guide: How to Maximize your Tax Credit
  • Future of R&D Tax Credits

Who Should Attend

  • Qualified Research Companies
  • Tax Attorneys
  • R&D Eligible Companies
  • Tax Credit Professionals
  • Tax Directors
  • In-house Counsel
  • Tax Advisers
  • Tax Consultants
  • Tax Practitioners
  • Tax Compliance Officers
  • Public and Private Sectors
  • Other Related and Interested Professionals

Faculty

Online CLE Tax Credits
Joseph P. Burwick, CPA
Senior Manager
Freed Maxick CPAs, P.C.
Online CLE Tax Credits
Michael Silvio
Director of Tax Services
Hall & Company
Online CLE Tax Credits
Mike Woeber
President and Co-founder
Corporate Tax Advisors, Inc.

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Online CLE Tax Credits

Joseph P. Burwick, CPA, Senior Manager
Freed Maxick CPAs, P.C.

Michael Silvio, Director of Tax Services
Hall & Company

Mike Woeber, President and Co-founder
Corporate Tax Advisors, Inc.

Online CLE Tax Credits

Online CLE Tax Credits

Joseph P. Burwick, CPASenior ManagerFreed Maxick CPAs, P.C.

Joseph P. Burwick, CPA is a Senior Manager in Freed Maxick’s Tax Practice. Joe spends significant time in the Firm’s research and development tax credit service area, where he assists manufacturing, technology and software companies in New York and nationally to successfully reduce their tax liabilities by uncovering R&D credits. He has developed a broad background in accounting for income taxes (ASC 740), tax planning, consulting, and return preparation for large C Corporations, ranging from locally owned to consolidated multi-national companies.

Joe has other specialty areas including stock option planning/consulting and working with high net worth individuals. He also has experience assisting companies with tax advisory services pertaining to M&A activity.

Joe’s areas of expertise include tax planning, consulting and return preparation for C-Corporations (ASC 740) and research and developmental tax credits.

Online CLE Tax Credits

Michael SilvioDirector of Tax ServicesHall & Company

Mike is the Director of Tax Services at Hall & Company.  He has more than 28 years of experience in public accounting and tax and has served a variety of businesses in the high-technology, consumer product, software, biotech, life science, healthcare, manufacturing, construction, professional service and not-for-profit industries.

He also has experience in the tax credits and incentives area.  He is a nationally recognized leader in the Federal Credits and Incentives Tax specialty.  He has conducted over 450 research credit studies for numerous companies in various industries, and has served as a representative before the IRS and state taxing authorities to support and defend numerous research credit claims for taxpayers.  Mike has consulted on many other tax incentives related to domestic production, accounting methods, federal and state grant programs, and energy/“green” tax incentives including energy efficient building incentives.  Mike has assisted clients in savings millions of tax dollars with the above incentives.

He also has experience in financial accounting, reporting and management, auditing, and individual and business income tax. Mike has supervised compilations, audits and reviews for various clients, including small and medium sized businesses. Mike also has extensive experience in providing income tax planning, consulting and compliance services.  He has also assisted individual income tax planning and has been involved in wealth transfer strategies by transferring business ownership to the next generation, thereby saving the client substantial estate tax.  Over the course of his career, Mike has also been involved in the following areas:  Tax Compliance, Corporate and Individual Tax Consulting and Planning, Estate Planning and Consulting, Tax Credits and Incentives Consulting-Federal and State, Corporate wide accounting policies and procedures, Corporate and organizational development, Contract negotiations, M&A assimilation and seller and buyer tax due diligence

Prior to joining Hall & Company, Mike was a Managing Director at CBIZ MHM, LLC for 7 ½ years in Irvine, California and led the firm’s National Federal Credits and Incentives Practice.  Prior to that, Mike was a tax partner at McGladrey and spent 18 years with McGladrey, working in both the Irvine and Pasadena offices.

Throughout Mike’s career, he has authored several publications and conducted numerous presentations on current tax legislation, research and development tax credit issues and other tax related business incentives (The Tax Advisor, AICPA, ProVisors, San Diego Business Journal, & CFO.com).  He has also given numerous presentations on such topics as: current tax legislation, research and development tax credit issues and other tax related business incentives for the following organizations:

  • California Society of CPA’s
  • American Bar Association
  • Young Presidents’ Organization
  • Seattle Business Journal’s Manufacturing Conference
  • National Association of Manufacturers, Washington, D.C.
  • R & D Credit Coalition, Washington, D.C.
  • ProVisors
  • University of California, Irvine
  • San Diego Venture Capital Roundtable
  • Construction Financial Management Association (CFMA) Conference
Online CLE Tax Credits

Mike WoeberPresident and Co-founderCorporate Tax Advisors, Inc.

Mike began his career with Ernst & Young in Birmingham, AL. While there, Mike was part of the auditing and accounting group. He focused on financial statement audits of publicly traded manufacturers, technology and healthcare companies. After two years in audit Mike joined E&Y’s tax group and moved to their Huntsville, AL office. He began advising privately held businesses on accounting and tax matters. This included financial statement audits, business tax preparation and individual tax preparation. Mike left E&Y as a Manager in Tax.

Mike then joined B&N, Inc. a leading-edge provider of specialized accounting services to aerospace and defense contractors. While there Mike developed an expertise in tax planning for companies that develop technologies for U.S. government agencies. He worked exclusively in two areas, mergers & acquisitions and research tax credits. In 2000, Mike became a Partner in B&N and was tasked with growing a specialized tax practice. Mike started an M&A group that has advised on more than 40 transactions involving the sale or purchase of companies. Given the high technology client base of B&N, Mike formed B&N’s research and development tax credit group. During his last 7 years with B&N, Mike focused on this group. It quickly grew to be a major component of B&N’s tax practice. Over a ten year period, the research credits obtained for clients exceeded $12M. Mike is also a frequent speaker on the benefits of the research credit.

In 2014, Mike and a group of associates formed Corporate Tax Advisors, Inc. Mike was named President of CTA. The company is not a traditional CPA firm, but a specialty tax consulting firm. CTA is a nationwide research & revelopment credit firm and a thought leader in the architectural, engineering and software, and manufacturing industries. Mike focuses solely on assisting companies in identifying potential tax credits and unique tax strategies. These include research & development, 179D energy deductions, and cost segregation

Mike and his wife Marnie have four children and live in Huntsville, AL. Mike enjoys golf, water sports, and outdoor activities. He is a member of the AICPA and ASCPA since 1993. Additionally, Mike is an Eagle Scout and an assistant scoutmaster with his Boy Scout Troop.

Online CLE Tax Credits

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   Live Webcast

Prerequisite:
   General knowledge of tax laws

Course Code:
   148036

NY Category of CLE Credit:
   Areas of Professional Practice

Total Credits:
   2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Freed Maxick advises public and private companies in Western and Central New York on ways to enhance profitability, save taxes, improve accountability and reduce risk. We specialize in helping our clients discover and achieve their bottom-line potential and we provide sound business advice based upon our depth of services vast experience in a broad array of industries.

Website: https://www.freedmaxick.com/

For over 35 years, Hall & Company has embraced entrepreneurs, CEOs, and founders for their visionary and independent spirits, and we specialize in serving their accounting, tax, and specialized financial needs.

Hall & Company provides a vast array of advisory services, including tax, accounting, and specialized support for businesses and court cases. No matter how intricate a business challenge may be, our team becomes an entrepreneur’s most trusted resource.

We invest in our people and their on-going professional growth, since we know they are the cornerstone of our success. And, we invest in technology to ensure we have the right financial tools to deliver the best client solutions.

Website: https://hallcpas.com

Established in 2014 with Corporate Headquarters in Huntsville, Alabama, CTA provides specialized tax solutions directly to businesses  as well as to clients of CPAs. The three founders have all worked in the R&D industry for over 15 years as CPA-firm tax partners, business development managers and client relationship managers. Their prior experience made them realize that clients demand more in-person service as well as a fair return on their investment in R&D studies. This led them to form CTA with the goal of delivering R&D studies in a way that differentiates them from their competitors. By focusing exclusively on Federal and State Tax incentives that complement your traditional tax and accounting team, they always deliver quantifiable benefits to clients.

The firm also provides access to their knowledge base and relationships with experienced industry leaders. They help determine which tax benefits help clients and stay committed to handling each relationship with care and diligence. The ability to work seamlessly with your team is the reason so many tax professionals and businesses across the nation utilize our expertise.

Website: http://corporatetaxadvisors.com

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