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

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

Live Webcast Date: Wednesday, May 22, 2019 from 12:00 pm to 1:30 pm (ET)
Taxation (CPE)Recording

Online CPE Tax Credits

Join us for this Knowledge Group Online CPE 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 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

Agenda

SEGMENT 1:
Joseph P. Burwick, CPA, Senior Manager
Freed Maxick CPAs, P.C.
  • High level introduction to various topics

SEGMENT 2:
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

Online CPE Tax Credits

SEGMENT 1:
Joseph P. Burwick, CPA, Senior Manager
Freed Maxick CPAs, P.C.
  • High level introduction to various topics

SEGMENT 2:
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

Online CPE Tax Credits

Online CPE 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. 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.

Online CPE Tax Credits

Michael Silvio, CPADirector 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 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.


Click Here to Read Additional Material

Online CPE Tax Credits

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast; Group-Internet Based

Prerequisite:
   General knowledge of tax laws

Course Code:
   148036

NY Category of CLE Credit:
   Areas of Professional Practice

NASBA Field of Study:
   Taxes – Technical

Total Credits:
    1.5 CLE 1.5 NASBA-CPE

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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

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.

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.

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