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Research and Development Tax Credit: Permanence and Annual Planning


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 15, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course will cover an introduction to the R&D credit and its evolution since the enactment in 1981. More specifically, the course will focus on legislation changes and enhancements that have significantly impacted the credit and qualification process. The R&D credit was originally designed to be broadly construed, as such there are numerous industries that can and should take advantage of it. Learn how to navigate IRC 41, the regulations, and corresponding case law to best partner with a provider that can help you maximize tax savings for your clients.

Learning Objectives

  • Introduction to the R&D credit and eligible expenses

  • Learn about recent legislation changes and impact on the credit

  • Review qualifying industries and activities

  • Contracts matter: Learn how to determine which party is eligible for the credit

  • Discover the importance of documentation as evidenced through IRS audits

Not logged

Jenny Varteressian is a Director for Incentax Business Tax Credit Experts. Jenny is a licensed Attorney that has worked in the Research and Development tax credit industry for several years. Since graduating law school, Jenny has gained her experience helping clients realize favorable tax credits and incentives for companies large and small across the United States. Her favorite part about working in the R&D business is aiding companies in creating benefits that will allow them to reinvest in their business. She brings to each project unique legal insight into the legislative intent behind the Tax Code, controlling regulations, and case law. When not working on identifying R&D incentives, Jenny enjoys traveling, reading, cooking, running the beautiful trails of Austin, and spending time with her family and dog.

About Our Presenter

Incentax is dedicated to simplicity from start to finish. Our Tax Credit Experts employ a proven, client-centric process to identify and maximize all available state and federal tax credits for all types of businesses. Through a combination of unique data gathering tools and extensive due diligence, Incentax delivers not only a wide array of lucrative tax advantages, but a simple, streamlined process to achieve them. Both clients and financial advisors are assured of maximum returns with an absolute minimum investment of time or inconvenience. For simplicity that translates to results, start your tax credit search at Incentax.