Broadcast Date: Monday, December 14, 2020
from 3:00 pm to 4:00 pm (ET)

Overview:

With the notable tax reforms that took place during the past years, the Research and Development (R&D) Tax Credit has been an effective and efficient partner for businesses to cut income tax liabilities. Companies across industries are now acknowledging the significance of R&D tax credit in increasing their position in the market value and reducing effective tax rates.

To better leverage the opportunities offered by the R&D tax credit, it is essential for businesses to be in the know of emerging regulatory developments in the backdrop. They must also ensure doable and robust tax planning practices to avoid drawbacks.

Listen to tax experts Mike Woeber (Corporate Tax Advisors, Inc.) and Michael Silvio, CPA (Hall & Company CPAs & Consultants) as they present a comprehensive discussion of the R&D tax credit. Speakers will cover its significant implications on businesses, as well as share a practical guide on effective tax planning practices to maximize their R&D tax credit.

This LIVE Webcast will discuss the following:

  • Trends and Updates in R&D Tax Credit
  • Important Regulatory Developments
  • Critical Issues and Challenges
  • How to Leverage R&D Tax Credit
  • Effective Tax Planning Practices

Learning Objectives:

  1. Recognize the implications of PPP loan on R&D credit
  2. Identify legislative developments, tax credit criteria, and other considerations when planning for R&D credit

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE); Group-Internet Based

 

Prerequisite:

None

 

Course Code:

149022

 

NY Category of CLE Credit:

Areas of Professional Practice

 

NASBA Field of Study:

Taxes – Technical

 

Total Credit:

1.0 CLE

1.0 CPE (Not eligible for QAS (On-demand) CPE credits)

Speaker Panel:

Michael Silvio, CPA, Director of Tax Services
Hall & Company CPAs & Consultants

Mike is the Director of Tax Services at Hall & Company.  He has more than 28 years of experience in public accounting and tax and has served a variety of businesses in the high-technology, consumer product, software, biotech, life science, healthcare, manufacturing, construction, professional service and not-for-profit industries.  He has experience in the tax credits and incentives area.  He is a nationally recognized leader in the Federal Credits and Incentives Tax specialty area.  He also has experience in financial accounting, reporting and management, auditing, and individual and business income tax.

Throughout Mike’s career, he has authored several publications and conducted numerous presentations.

Mike Woeber, CEO and President
Corporate Tax Advisors, Inc.

Mike Woeber is the President and Co-founder of Corporate Tax Advisors, Inc. and is 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.

Agenda:

SEGMENT 1:

Michael Silvio, CPADirector of Tax Services

Hall & Company CPAs & Consultants

  • Tax Credit Criteria-What Approach Should I Take?
  • Updated Key Legislative Developments and What We Can Learn From Them
  • Types of Industries and Activities that Qualify
  • Planning for the Research Credit-Best Practices and Key Takeaways
  • A Review of Specific Case Studies in R&D Credits

SEGMENT 2:

Mike WoeberCEO and President

Corporate Tax Advisors, Inc.

  • Implications to the R&D credit as a result of taking a PPP loan

Date & Time:

Monday, December 14, 2020

3:00 pm to 4:00 pm (ET)

Who Should Attend:

  • Tax Lawyers
  • Tax Directors
  • Tax Managers
  • Tax Credit Professionals
  • Tax Compliance Officers
  • Tax Accountants
  • R&D Managers
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SPEAKERS

Michael Silvio, CPADirector of Tax Services
Hall & Company CPAs & Consultants
Mike WoeberCEO and President
Corporate Tax Advisors, Inc.

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