Broadcast Date: Friday, December 08, 2023
from 12:00 pm to 1:00 pm (ET)
Overview:
Discover how R&D tax credits can be a game-changer for businesses, regardless of size. These credits serve as a financial catalyst, effectively offsetting innovation costs and driving unprecedented growth. However, staying up to date in the ever-evolving R&D tax credit landscape can be challenging, with new regulations and guidance emerging regularly.
Join Mike Woeber of Corporate Tax Advisors, Inc. and Michael Silvio of MGO LLP, as they embark on a comprehensive exploration of R&D tax credits. They will provide invaluable insights and actionable strategies to empower organizations to fully leverage these credits. From deciphering qualifying activities and expenditures to mastering documentation requirements, our speakers will guide you through the latest changes and updates in R&D tax credit regulations, so you remain at the forefront of industry knowledge. A thorough review of the current regulations from the Internal Revenue Service related to the Sec. 174 R&D Capitalization will also be discussed along with how this will impact the credit. Speakers will also discuss potential legislation in this area.
Key topics:
- R&D Tax Credits as a Business Game-Changer
- Financial Benefits and Innovation Cost Offset
- Challenges in Navigating the Evolving R&D Tax Credit Landscape
- Expert Panel Insights and Actionable Strategies
- Qualifying Activities and Expenditures
- Documentation Requirements
- Keeping Up with Latest Changes and Updates in R&D Tax Credit Regulations
- R&D Credit Capitalization Issues
Learning Objectives:
- Gain comprehensive knowledge of the recently issued regulation by the Internal Revenue Service regarding the Sec. 174 capitalization requirement.
- Explore the key provisions of the regulation and how it impacts businesses in terms of research and development activities.
- Acquire an in-depth understanding of the existing research and development credit rules.
- Examine recent court cases related to research and development credits and their outcomes.
Credit:
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-Demand Webcast; Group-Internet Based
Prerequisite:
General knowledge of tax laws
Course Code:
1410937
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)
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, 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, 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:
Michael Silvio, CPA, Tax Partner
Macias Gini & O’ Connell, LLP
Segment 2:
Mike Woeber, President and Co-founder
Corporate Tax Advisors, Inc.
- This webinar will explore the new regulation issued by the Internal Revenue Service related to the Sec. 174 capitalization requirement.
- This webinar will provide an overview of the current relevant research and development credit rules
- This webinar will touch on recent court cases related to the research and development credit and the implications of these decisions moving forward.
Date & Time:
Friday, December 08, 2023
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
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