This course will outline some of the technical area of the R&D qualification and quantification. It will also focus on criteria for selecting the right R&D service provider to minimize both your firm's risk and resources you may need. With the right service provider, your firm should exceed your client's expectations as a trusted advisor by bringing them significant cash savings that leading to better client relationships.
Prior to starting Technology Credit, Zhen lead the Ernst and Young's Southern California R&D practice especially in the startup and mid-size business sectors. Zhen has 12 year of focused R&D experience in USA, and as EY's Greater China R&D practice leader after building it from the ground up in 2 years. Zhen's unique and extensive expertise in working with the IRS and state audit specialists for R&D claims had positioned him in developing the first SaaS based R&D credit study methodology with his current firm - Technology Credit.