REGISTER - LIVE WEBCAST

Overview:

The Biden administration has drafted several tax proposals as part of its “Build Back Better” plan and among the most notable policy priorities include an increased tax responsibility for larger corporations. To alleviate this anticipated additional tax burden, leveraging their research and development (R&D) tax credits should be considered. However, the recently released tax proposals do not include any R&D-related changes or development details, posing an open question on the new administration’s plan for R&D investments.

Although the current administration clarifies that R&D tax incentives are a high priority, many believe that the “Build Back Better” program should also uplift public and private funding in scientific research and development.

In this LIVE Webcast, a panel of thought leaders and practitioners assembled by The Knowledge Group will discuss the recent development and critical issues surrounding the R&D tax credits under the new administration. Speakers will also offer practical tips to maximize potential opportunities and a comprehensive guide on the process to qualify for R&D tax incentives.

Key topics include:

  • R&D Tax Credits: Recent Developments
  • Biden’s Tax Proposal: Critical Issues & Impact on US Corporations
  • How to Qualify for R&D Tax Incentives
  • Exploring Potentials
  • R&D Investments: What Lies Ahead

Credit:

Advance Preparation:

Print and review course materials

 

Method of Presentation:

Live Webcast

 

Course Code:

149421

 

NY Category of CLE Credit:

Areas of Professional Practice

 

Total Credit:

2.0 CLE

2.0 CPE (Not eligible for On-demand Credit)


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/

Speaker Panel:

Mike Woeber, CPA, President and Co-founder
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.

Joseph Burwick, CPA, Tax Principal
Freed Maxick CPA's, P.C.

Joseph P. Burwick, CPA is a Principal in Freed Maxick’s Tax Practice. He has over 15 years of public accounting experience with a focus on Research and Development tax credits, manufacturing clients, and mid-to-large C and S Corporations. During his professional career, Joe has also obtained additional experience in the engineering, alternative energy, software development, high-tech, pharmaceutical, and general service industries.  He is a nationally recognized leader regarding R&D tax credits, is a frequent blogger, and has represented taxpayers before IRS and state taxing authorities.

Joe is a Board of Trustee member for the Western New York Chapter of the Leukemia and Lymphoma Society.  He graduated from the Rochester Institute of Technology and is a member of both the AICPA and NYSSCPA.

Agenda:

Mike Woeber, CPAPresident and Co-founder Corporate Tax Advisors, Inc.

Date & Time:

Thursday, December 02, 2021

3:00 pm to 5:00 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:

  • Tax Directors
  • Tax Managers
  • Tax Executives
  • Tax Associates
  • Tax Lawyers
  • Tax Advisors and Analysts
  • Tax Credit Professionals
  • Chief Financial Officers
  • Controllers
  • Accountants

SPEAKERS

Mike Woeber, CPAPresident and Co-founder
Corporate Tax Advisors, Inc.
Joseph Burwick, CPATax Principal
Freed Maxick CPA's, P.C.

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