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Overview:

The Research and Development (R&D) Tax Credit program remains to be an enticing opportunity for businesses – small and large – to boost their assets. Fortunately, significant reforms have been made over the years and millions of businesses from different industries can now take advantage of its benefits.

 

As the R&D tax credit continues to impact the business landscape, its legal and regulatory requirements also become important issues that need to be addressed. Being in the know of the trends and developments in this area is essential to maximize the program.

 

In this LIVE Webcast, tax experts Michael Silvio (Hall & Company CPAs & Consultants) and Gene Barinholtz (Kutchins, Robbins & Diamond, Ltd.) will provide the audience an in-depth discussion of R&D tax credits. Speakers will identify potential legal challenges and will present best practices that can help businesses to increase the opportunities of R&D tax credits while being guided by recent regulatory changes.

 

Some of the major topics that will be covered in this course are:

  • Recent Trends and Developments in R&D Tax Credits
  • Compliance Risks and Issues
  • Best Compliance Practices
  • How to Maximize R&D Tax Credits
  • What Lies Ahead

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

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

 

Prerequisite:

General knowledge of tax law

 

Course Code:

148961

 

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)


CLE State Requirements:

https://knowledgewebcasts.com/cle-state-requirements/

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.

Gene Barinholtz , Partner, Shareholder
Kutchins, Robbins & Diamond, Ltd.

Gene Barinholtz manages KRD’s Business Services group. His substantial knowledge of accounting and business enables him to advise clients on a wide array of financial concerns, including tax strategies, tax incentives and entitlements, business consulting and litigation support. He began his career in corporate accounting, moved to a small CPA firm and started his own firm in 1987. Gene enjoys developing a personal relationship with his clients and learning about their businesses and goals.

 

Gene graduated from Northern Illinois University with a Bachelor of Science in Accounting. He is Certified Public Accountant and a member of the AICPA and Illinois CPA Society.

Agenda:

SEGMENT 1:

Michael Silvio, CPADirector of Tax Services

Hall & Company CPAs & Consultants

  • Research and Development Credits: Technical Aspects
  • Research and Development Credits by State
  • Various Computational Methods: Which One To Use?
  • Research & Development Tax Credit Criteria
  • Research and Development Credit Funding Issues
  • R&D Activities By Industry
  • CARES Act and PPP: How Does This Impact R&D Credits?
  • Section 174 Research and Experimental Expenditures
  • U.S. v. McFerrin, 570 F. 3d 672 (5th Circ June 9, 2009)
  • TG Missouri v. Commissioner, 133 T.C. No. 13 (November 12, 2009)
  • Planning for the Research Credit: Best Practices & Key Takeaways

SEGMENT 2:

Gene BarinholtzPartner, Shareholder

Kutchins, Robbins & Diamond, Ltd.

  • Common Reasons Owners Miss Out on the R&D Credit
  • Recordkeeping Requirements/Audit Landscape and Audit Adjustments
  • Payroll Tax Offsets for Small Business Startups
  • R&D Landscape in Other Major Economic Markets
  • Meaningful Statistics
  • R&D Credits and The CARES Act
  • Key Takeaways

Date & Time:

Wednesday, August 19, 2020

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

Materials:

Download Course Materials

Who Should Attend:

  • R&D Department Heads and Program Managers
  • Tax Lawyers and Advisers
  • Tax Professionals
  • Tax Accountants
  • Technical Professionals
  • Corporate Counsel
  • Top Level Management
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SPEAKERS

Michael Silvio, CPA Director of Tax Services
Hall & Company CPAs & Consultants
Gene Barinholtz Partner, Shareholder
Kutchins, Robbins & Diamond, Ltd.

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