Tax Planning with the R & D Tax Credit - 1 Hour CPE

Regular price $ 19.00

Learning Objectives: The Research and Development Tax Credit (R & D Tax Credit) is a great opportunity for businesses to reduce their tax liability. It's the most effective way to grow a business to allow them to hire new employees, invest in new products, and grow their operations.

More and more tax professionals are exploring if the R & D tax credit can help their clients. 

In this webcast, we explore what the R & D credit is used for, who may qualify, and how you as a tax professional can add R & D tax planning as an income-producing service. 

Join R & D tax experts Patrick Shelley and Ross Cunningham as they walk you through the history and possible scenarios of how this credit might apply to your clients. 

We will cover:

  • The history of the R & D Tax Credit
  • The PATH Act
  • Tax Cuts & Jobs Act
  • IRC Section 41 - Qualified Research Activities
  • Four-Part Test
  • Statutory Exclusions
  • Client Expenditures on Qualified Research Activities
  • Regular versus Alternative Method
  • How to offer R & D Tax Planning to your clients
  • Potential limitations and special circumstances
  • Identifying typical Industries that qualify
  • Case studies
  • Start-up provision
  • Common objections

Tax professionals interested in joining our referral program can get more information at the link below.

CPE Hours: Federal Tax Subject = 1 CPE Credit / Total = 1 CPE Credit

Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs

Field of Study: Federal Tax Subject

Publication Date: 9/7/2021

Instructional Delivery Method: Group Internet-Based

Level: Intermediate 

Prerequisites: None 

Advanced Preparation: No Advanced Preparation Required

Speaker: Patrick Shelley, Ross Cunningham

Webinar Material: A copy of the PDF is available for download under the Additional References tab.

Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101.

Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 

ClientWhys (aka CountingWorks, Inc.) is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.

Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.