PLAY RECORDING

Broadcast Date: Thursday, March 28, 2024
from 12:00 pm to 1:00 pm (ET)

Overview:

Innovation is the driving force behind business growth and success, and Research and Development (R&D) serves as the catalyst for innovation. As we venture into the dynamic landscape of 2024 and beyond, maintaining a competitive edge requires more than just visionary ideas; it demands strategic financial acumen.

Join Mike Woeber of Corporate Tax Advisors, Inc. and Michael Silvio, CPA with MGO as they dive deep into the intricate realm of innovation ROI, offering you the tools and knowledge necessary to navigate the evolving terrain of R&D tax credits.

Key issues that will be covered in this course are:

  • Unlocking R&D’s Potential
  • Decoding R&D Tax Credits
  • Navigating 2024 Tax Regulations
  • Strategic ROI Optimization
  • Future Insights

Learning Objectives:

  • Grasp the importance of R&D tax credits for maximizing innovation ROI and strategic decision-making.
  • Decode R&D tax credit complexities, including eligibility criteria and calculation methods.
  • Navigate 2024 tax regulations impacting R&D tax credits, ensuring compliance, and seizing opportunities.
  • Develop strategies to optimize ROI through effective use of R&D tax credits, incorporating insights into documentation requirements and capitalization standards.

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-Demand Webcast

 

Prerequisite:

General knowledge of tax laws

 

Course Code:

1411011

 

NASBA Field of Study:

Taxes – Technical

 

Total Credit:

 

CPE Credit:

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

 

CLE Credit:

MS CLE 1.00 General - Approved Until: 3/28/2025

GA CLE 1.00 General - Approved Until: 12/31/2024

WI CLE 1.00 General - Approved Until: 12/31/2025

TN CLE 1.00 General - Approved Until: 3/28/2026

CA CLE 1.00 General - Approved Until: 6/30/2025

PA CLE 1.00 General - Approved Until: 3/28/2026

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: 3/28/2024

 

Self-Apply:

AL, CO, DE, FL, ID, IN, IO, KS, KY, LA, NC, ME, MN, MT, NE, NV, NM, ND, OH, OK, OR, SC, 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, IL

 

Speaker Panel:

Mike Woeber, President and Co-founder
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 Specialty
Macias Gini & O’ Connell LLP

Michael is a tax partner at MGO with more than 30 years of public accounting and tax planning experience. He’s served businesses in multiple industries, including hi-tech, consumer product, software, biotech, life science, healthcare, manufacturing, construction, professional service, winery and vineyards, and nonprofit.

Michael’s knowledge of Federal Credits and Incentives Tax Advisory has earned him the reputation as a national leader on the topic. Over the years, he’s conducted more than 450 research credit studies for companies in various industries and served as a representative before the IRS and state taxing authorities to support and defend numerous taxpayers’ research credit claims.

Agenda:

Segment 1:

Mike Woeber, President and Co-founder

Corporate Tax Advisors, Inc.

  • Review case studies on the interaction of R&D credits and Section 174 capitalized expenses
  • Recent updates on what to include and exclude in your 174 R&D expense computation

Segment 2:

Michael Silvio, CPA, Tax Partner

Macias Gini & O’ Connell LLP

  • Discuss how pending legislation will impact the research and development credit and the capitalization requirements
  • Review ways to optimize and maximize research and development tax credits
  • Provide insight into the ever-changing documentation requirements to support these credit claims

Date & Time:

Thursday, March 28, 2024

12:00 pm to 1:00 pm (ET)

Who Should Attend:

  • Tax Law Attorneys
  • Corporate Lawyers
  • Technology Lawyers
  • R&D Executives
  • Tax Professionals
  • Finance Executives
  • Chief Executive Officers
  • Operations Executives
  • Business Owners
  • Investors

SPEAKERS

Mike Woeber
Mike WoeberPresident and Co-founder
Tax Advisor & Accounting Consultant
Corporate Tax Advisors, Inc.
Michael Silvio, CPA
Michael Silvio, CPATax Partner
Recognized Leader in the Federal Credits and Incentives Tax Specialty
Macias Gini & O’ Connell LLP

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