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R&D Tax Credits 101: A Guide for Firm Expansion and Profitability

R&D TAX CREDITS 101: A GUIDE FOR FIRM EXPANSION AND PROFITABILITY

This was formerly titled R&D TAX CREDITS: A GUIDE FOR FIRM EXPANSION AND PROFITABILITY
Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 18, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Are you aiming to expand your firm's service offerings into the lucrative area of R&D tax credits? This course is designed to guide you through the complexities of identifying qualifying clients, determining eligible expenses, and accurately calculating R&D credits. You will also explore the importance of proper documentation and the advantages of partnering with specialized service providers like Instead. This webinar highlights the transformative potential of R&D credits to significantly impact your clients' financial well-being and your firm's profitability. It offers actionable steps for managing the entire R&D credit process, from identification to documentation, and covers the critical aspects of partnering with platforms like Instead for enhanced efficiency. 

By participating in this course, you will gain the knowledge and tools needed to provide value-added R&D tax credit services, enabling your firm's expansion into this rewarding area. 

Learning Objectives:


  • Recognize the significant impact of R&D credits on a firm’s financial strategy and recognize the transformative potential for clients and the firm

  • Identify eligible clients and expenses for R&D credits, understanding the qualifications and criteria set by regulatory bodies

  • List the calculation methods for R&D credits, including the relevant formulae and variables that impact the credit amount

  • Determine the importance of supporting documentation in substantiating R&D credit claims and learn best practices in documentation management

  • Evaluate the Instead platform and its features for improved efficiency in R&D credit management

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lucia Valenzuela Esq.

Corvee
Managing Director of Tax Services
[email protected]
(305) 985-7740

Corveelogo

Lucia Valenzuela, Esq. has extensive experience in tax law and credits. Lucia has held various roles in prestigious companies such as Corvee, MGO (Macias Gini & O'Connell LLP), Moss Adams, Law & Stein, LLP, and KPMG. Lucia'sroles have included managing director, partner, tax manager, tax attorney, and senior tax associate. Additionally, Lucia gained valuable experience as a judicial law extern in the U.S. District Courts.

About Our Presenter

Corveelogo
Corvee (www.corvee.com) provides tax, accounting, and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration