Broadcast Date: Tuesday, January 28, 2025
from 12:00 pm to 1:00 pm (ET)
Overview:
The Research and Development (R&D) Tax Credit is a powerful incentive designed to encourage innovation and drive success for businesses across various industries. By offering significant tax savings, these credits help companies invest in research and development activities, fostering technological advancements and improving competitiveness. Understanding how to maximize these benefits is crucial for businesses aiming to enhance their R&D initiatives and achieve sustainable growth.
In this webcast, a panel of thought leaders organized by The Knowledge Group will provide an in-depth discussion of R&D Tax Credits. Speakers will analyze the latest trends, regulatory updates, and strategies for optimizing credit claims. They will also examine the common challenges businesses face in documenting and defending their R&D activities. Additionally, the panel will explore how different industries can leverage these credits to fuel innovation and drive economic success.
Key topics to be covered include:
- Understanding the fundamentals and importance of R&D Tax Credits
- Techniques for optimizing R&D Tax Credit claims
- Navigating the complexities of documenting and defending R&D activities
- Industry-specific strategies for utilizing R&D Tax Credits
- Impact of recent regulatory changes on R&D Tax Credits
Credit:
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
Live Webcast; Group-Internet Based
Prerequisite:
General knowledge of tax laws
Course Code:
1411320
NASBA Field of Study:
Taxes – Technical
Total Credit:
CPE Credit:
1.00 CPE (Not eligible for QAS (On-demand) CPE credits)
CLE Credit:
CA CLE 1.00 General - Approved Until: 6/30/2025
PA CLE 1.00 General - Approved Until: 8/27/2026
VT CLE 1:00 General - Approved Until: 12/31/2025
NJ CLE 1:00 General - Credits through Reciprocity
NY CLE 1:00 Areas of Professional Practice - Credits through Reciprocity
AR CLE 1:00 General - Credits through Reciprocity
CT CLE 1:00 General - Credits through Reciprocity
NH CLE 1.00 General – Meets the requirements of NH Supreme Court Rule 53
MO CLE 1.00 General - Approved Until: 8/27/2024
Pending CLE Application:
MS, GA, TN, WI
Self-Apply:
AL, CO, DE, FL, ID, IL, IN, IO, KS, KY, LA, NC, ME, MN, MT, NE, NV, NM, ND, OH, OK, OR, SC, SD, TX, UT, VA, WA, WV, WY
If you’d like us to apply for CLE, you may opt to pay the CLE processing fee here.
No MCLE Requirements:
DC, MD, MA, MI, SD
Not Eligible for CLE:
AK, AZ, HA
How to Claim CLE Credits Per State:
https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/
CLE State Requirements:
https://knowledgewebcasts.com/cle-state-requirements/
CPE State Requirements:
Speaker Panel:
Mike Woeber, CPA, CEO
Tax Advisor & Accounting Consultant
Corporate Tax Advisors, Inc.
Mike Woeber is the President and Co-founder of Corporate Tax Advisors, Inc., based in the CTA corporate office in Huntsville, Alabama. Mike began his career in 1989 working on the auditing and accounting team with Ernst & Young in Birmingham, Alabama. He focused on financial statement audits of publicly traded manufacturers, technology, and healthcare companies. After two years in audit Mike joined E&Y’s tax group and moved to their Huntsville, AL office. It was during his early years in Huntsville that he began advising privately held businesses on a variety of accounting and tax matters. This included financial statement audits, business tax preparation and individual tax preparation. It was during Mike’s 15 years as a tax partner with a regional firm that he began focusing on the research tax credit incentive.
In 2014, Mike and a group of close associates formed Corporate Tax Advisors, Inc., with the goal of forming a national business that was not a “traditional CPA firm.” The purpose of CTA, is, as it always has been, to operate as a specialty tax consulting firm focusing solely on assisting companies in identifying potential tax credits and unique tax strategies. These include research & development, renewable energy, and employment tax credits.
Michael Silvio, CPA, Tax Partner
Recognized Leader in the Federal Credits and Incentives Tax
MGO
Michael Silvio’s knowledge surrounding tax credits and incentives has earned him a reputation as a national leader on the topic. His approach focuses on delivering the maximum value for credit claims and confirming the presence of defensible documentation supporting the position. He also has a strong background in tax compliance and tax planning for privately held companies across many different industries, which has earned him a reputation as a trusted resource in this area.
As a tax partner at MGO, Michael serves businesses in multiple industries, including high-tech, consumer products, software, biotech, life sciences, healthcare, manufacturing, construction, professional services, and nonprofits.
Agenda:
Mike Woeber, CPA, CEO
Tax Advisor & Accounting Consultant
Corporate Tax Advisors, Inc.
Michael Silvio, CPA, Tax Partner
Recognized Leader in the Federal Credits and Incentives Tax
MGO
Date & Time:
Tuesday, January 28, 2025
12:00 pm to 1:00 pm (ET)
A recording will be available to view 24-48 hours after the live date.Materials:
Coming Soon.
Please check back again later.
Who Should Attend:
- Chief Financial Officers
- Tax Professionals
- Accounting Professionals
- R&D Managers
- Financial Analysts
- Compliance Officers
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