Trends and Developments in R&D Tax Credits: What to Expect in the 2020 Landscape

Broadcast Date: Wednesday, August 19, 2020 from 12:00 pm to 1:00 pm (ET)

Overview:

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

Agenda:

SEGMENT 1:
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

SEGMENT 2:
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

Michael Silvio, CPA Director of Tax Services Hall & Company CPAs & Consultants

Mike is the Director of Tax Services at Hall & Company. He has more than 28 years of experience in …

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Gene Barinholtz Partner, Shareholder Kutchins, Robbins & Diamond, Ltd.

Gene Barinholtz manages KRD's Business Services group. His substantial knowledge of accounting and business enables him to advise clients on …

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Course Level:
Intermediate

Advance Preparation:
Print and review course materials

Method of Presentation:
On-demand Webcast (CLE); Group-Internet Based

Prerequisite:
General knowledge of tax law

Course Code:
148961

NY Category of CLE Credit:
Areas of Professional Practice

NASBA Field of Study:
Taxes – Technical

Total Credit:
1.0 CLE
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.

Website: http://www.hallcpas.com/

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.

Website: https://www.krdcpas.com/