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Improving Clients’ Cash Position With the R&D Tax Credit


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 4, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

U.S. companies across all industry sectors are being affected in some way by COVID-19. The accounting industry, and CPAs in particular, play a critical role in helping client companies navigate through these uncertain times. Some of today’s American businesses are rapidly converting operations to develop new products or re-engineering manufacturing processes to help in the current effort against COVID-19. Whether your clients are directly involved in supporting the fight against COVID-19, or whether they are now looking for new and creative ways to increase their cash position during uncertain times, this webinar will look at cash flow strategies that may now be available to them through the R&D tax credit.

Learning Objectives:

  • Explore new cash flow strategies that may be available for your clients through the R&D tax credit

  • Gain first-hand knowledge of the broad applicability for the R&D tax credit

  • Discover how American businesses that have adapted their products and processes to meet the crisis may be eligible for the R&D tax credit

  • Learn how small businesses with qualifying research expenses (QREs) can use the R&D credit to offset AMT or payroll taxes

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Randy brings more than 30 years of public accounting and tax consulting experience to Tri-Merit.

Throughout his career, Randy has worked closely with top company executives on tax planning and preparation engagements. Before co-founding Tri-Merit, he was managing partner of a Certified Public Accounting firm in Palatine, Illinois. His firm handled accounting and tax consulting activities for companies in a wide variety of industries.

Randy regularly speaks at seminars and accounting conferences. He conducts CPE presentations around the country on the R&D tax credit and cost segregation studies and has had numerous articles published on the subjects. Randy also hosts the accounting industry podcast, “The Unique CPA,” which keeps CPAs at the forefront of public accounting’s changing face by having conversations with fascinating leaders and bringing you their stories, insights, and advice.

About Our Presenter

Tax credit studies may not be something you do every day – luckily for you Tri-Merit does.

Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. We work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming Federal and State engineering-based tax incentives such as the R&D tax credit and cost segregation.

Tri-Merit turns a complex process into a refreshingly straightforward experience, making them a preferred choice among CPAs and companies of all sizes that are looking for ways to improve cash flow.