Content Provider
Clarusrd logo
Handout Materials
Presentation Slides
Free cpece webinars
R&D Tax Credits: Creating Value for Your Clients

R&D TAX CREDITS: CREATING VALUE FOR YOUR CLIENTS

This webinar was formerly titled HOW PEOPLE ADVISORS CAN CREATE VALUE WITH R&D TAX CREDITS
Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join Clarus R+D for this live webinar to learn how you can help clients claim their R&D tax credit. We will address common misconceptions about the R&D credit and define how you can help small and midsize companies take advantage of this meaningful tax incentive. We will also identify how you can grow your firm’s revenue through the unique Clarus and Gusto integration.

Learning Objectives:


  • Determine fact from myth about the R&D tax credit, especially as it relates to startups and small businesses

  • Identify qualified versus non-qualified activities, including the expanded pool of qualifying software projects

  • Review different calculation methods and explain how our software calculates the most advantageous method for the client

  • Define important IRS documentation requirements

  • Recognize the options for monetizing R&D credits, including Gusto’s real-time processing when used against payroll tax

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Monika Diehl

Clarus R+D
Vice President, Operations
mdiehl@clarusrd.com
614-805-5530

Clarusrd logo

Monika serves as the Head of Operations for Clarus R+D. She is a CPA and holds a Master of Taxation from Capital University Law School. Monika has extensive business tax experience and worked in internal audit earlier in her career reviewing business processes. She is excited about helping businesses use their investment in innovation to reduce the amount of tax they pay. Monika has a BS in Accounting from Ohio State University and lives in Bexley, Ohio with her family.

Linkedin
Clarusrd logo

Jeff co-founded Clarus R+D and serves as its President. He has a passion for helping young companies and driving innovation and sees Clarus as the perfect opportunity to do both. Jeff has a deep background in management consulting, product development, strategy, and early-stage ventures. His experience spans numerous industries, including software, financial services, and energy. He has a BA in Economics and Accounting from Ohio State University and lives in Columbus, Ohio with his family.

Linkedin

Jaclyn Anku

Gusto
Partner Education Lead
jaclyn.anku@gusto.com
(415) 408-5574

Gustologo

Jaclyn Anku leads Partner Education at Gusto and is a small business and accounting community enthusiast dedicated to creating programs that educate, engage, and inspire. Prior to joining Gusto, she led the Xero’s Partner Program and worked as a small business consultant at a non-profit microlender.

About Our Presenter

Clarusrd logo
Clarus R+D is a tech-enabled tax service. They provide a seamless and efficient way for innovators to claim the R&D tax credits they’ve earned. Since launch, Clarus R+D has helped 150+ growing companies monetize over $10MM in tax credits. Contact Clarus R+D about partnership opportunities to enhance your firm’s service offerings and maximize the R&D benefit for your clients.