Recent changes to the exam and appeals process significantly impact how companies should document their Tax Credits. Learn more about these changes, and how to prepare an R&D claim that can be sustained in audit in a one hour CPE.
Better understand what a qualified expense is for the R&D tax credit
Hear about recent cases, legislation and policy changes that impact this credit
Peter’s 20 years of experience in tax controversy and R&D tax credit matters includes all aspects of tax controversy from Exam through the Appellate-level with both the IRS and California State taxing authorities. His experience includes audit examinations, technical advice requests, preparing and reviewing protests, IRS Appeals proceedings, and refund claims.
Kim is the Vice President of Strategic Accounts at Tax Credit Co. She works closely with Tax Credit Co.’s service lines to bring comprehensive and customized tax incentive solutions to TCC’s current and prospective clients. Kim received her Ph.D. in Mathematics with a focus in computer algorithms from the University of Texas at Austin, and was a National Science Foundation postdoctoral fellow at UCLA prior to joining Tax Credit Co.