R&D Tax Credits: Trends, Developments and Tax Planning Guide in 2019
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
Joseph P. Burwick, CPA, Senior Manager
Freed Maxick CPAs, P.C.
- High level introduction to various topics
Michael Silvio, CPA, Director of Tax Services
Hall & Company
- What is qualified research and what are the qualifying criteria?
- Understanding the various methods related to computing the credit
- Credit utilization against tax and against payroll taxes
- Overview of various state R&D credit provisions
- Highlights of a few recent developments/court cases
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
Joseph P. Burwick, CPA is a Senior Manager in Freed Maxick's Tax Practice. He has over 14 years of public accounting experience with a focus on Research and Development tax credits, manufacturing clients, and mid-to-large C and S Corporations. During his professional career, Joe has also obtained additional experience in the engineering, alternative energy, software development, and general service industries.
Joe is a Board of Trustee member for the Western New York Chapter of the Leukemia and Lymphoma Society. He graduated from the Rochester Institute of Technology and is a member of both the AICPA and NYSSCPA.
Joseph P. Burwick, CPA is a Senior Manager in Freed Maxick's Tax Practice. He has over 14 years of public …
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 has experience in the tax credits and incentives area. He is a nationally recognized leader in the Federal Credits and Incentives Tax specialty area. He also has experience in financial accounting, reporting and management, auditing, and individual and business income tax.
Throughout Mike’s career, he has authored several publications and conducted numerous presentations.
Mike is the Director of Tax Services at Hall & Company. He has more than 28 years of experience in …
Print and review course materials
Method of Presentation:
On-demand Webcast; Group-Internet Based
General knowledge of tax laws
NY Category of CLE Credit:
Areas of Professional Practice
NASBA Field of Study:
Taxes – Technical
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About Freed Maxick CPAs, P.C.
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.
About Hall & Company
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.