Trends and Developments in R&D Tax Credits: What to Expect in the 2020 Landscape
The Research and Development (R&D) Tax Credit program remains to be an enticing opportunity for businesses – small and large – to boost their assets. Fortunately, significant reforms have been made over the years and millions of businesses from different industries can now take advantage of its benefits.
As the R&D tax credit continues to impact the business landscape, its legal and regulatory requirements also become important issues that need to be addressed. Being in the know of the trends and developments in this area is essential to maximize the program.
In this LIVE Webcast, tax experts Michael Silvio (Hall & Company CPAs & Consultants) and Gene Barinholtz (Kutchins, Robbins & Diamond, Ltd.) will provide the audience an in-depth discussion of R&D tax credits. Speakers will identify potential legal challenges and will present best practices that can help businesses to increase the opportunities of R&D tax credits while being guided by recent regulatory changes.
Some of the major topics that will be covered in this course are:
- Recent Trends and Developments in R&D Tax Credits
- Compliance Risks and Issues
- Best Compliance Practices
- How to Maximize R&D Tax Credits
- What Lies Ahead
Michael Silvio, CPA, Director of Tax Services
Hall & Company CPAs & Consultants
- Research and Development Credits: Technical Aspects
- Research and Development Credits by State
- Various Computational Methods: Which One To Use?
- Research & Development Tax Credit Criteria
- Research and Development Credit Funding Issues
- R&D Activities By Industry
- CARES Act and PPP: How Does This Impact R&D Credits?
- Section 174 Research and Experimental Expenditures
- U.S. v. McFerrin, 570 F. 3d 672 (5th Circ June 9, 2009)
- TG Missouri v. Commissioner, 133 T.C. No. 13
(November 12, 2009)
- Planning for the Research Credit: Best Practices & Key Takeaways
Gene Barinholtz, Partner, Shareholder
Kutchins, Robbins & Diamond, Ltd.
- Common Reasons Owners Miss Out on the R&D Credit
- Recordkeeping Requirements/Audit Landscape and Audit Adjustments
- Payroll Tax Offsets for Small Business Startups
- R&D Landscape in Other Major Economic Markets
- Meaningful Statistics
- R&D Credits and The CARES Act
- Key Takeaways
Who Should Attend:
- R&D Department Heads and Program Managers
- Tax Lawyers and Advisers
- Tax Professionals
- Tax Accountants
- Technical Professionals
- Corporate Counsel
- Top Level Management
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 …
Gene Barinholtz manages KRD's Business Services group. His substantial knowledge of accounting and business enables him to advise clients on a wide array of financial concerns, including tax strategies, tax incentives and entitlements, business consulting and litigation support. He began his career in corporate accounting, moved to a small CPA firm and started his own firm in 1987. Gene enjoys developing a personal relationship with his clients and learning about their businesses and goals.
Gene graduated from Northern Illinois University with a Bachelor of Science in Accounting. He is Certified Public Accountant and a member of the AICPA and Illinois CPA Society.
Gene Barinholtz manages KRD's Business Services group. His substantial knowledge of accounting and business enables him to advise clients on …
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE); Group-Internet Based
General knowledge of tax law
NY Category of CLE Credit:
Areas of Professional Practice
NASBA Field of Study:
Taxes – Technical
1.0 CPE (Not eligible for QAS (On-demand) CPE credits)
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About Hall & Company CPAs & Consultants
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.
About Kutchins, Robbins & Diamond, Ltd.
KRD occupies contemporary office quarters in Schaumburg, the heart of Chicago’s northwest business corridor; and in Chicago's downtown loop on East Wacker Drive. With over 80 professional and administrative staff, we serve clients throughout Chicagoland and from coast to coast.
We provide a full range of client services: audits, reviews and compilations; financial, retirement and estate planning; accounting and software consulting; tax and business valuations services. Our mission is straightforward: to provide you with a holistic approach to tax, financial and business planning to help you achieve long-term prosperity.