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Intro Handout
General R&D Tax Credit Overview
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Free cpece webinars
R&D and Employee Retention Tax Credits: 2023 Tax Year Planning for CPAs

R&D AND EMPLOYEE RETENTION TAX CREDITS: 2023 TAX YEAR PLANNING FOR CPAs

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 9, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Gear up for the 2023 Tax Year with our comprehensive webinar on integrating the Research and Development Tax Credit and the Employee Retention Tax Credit into your clients’ tax planning strategies. Stay updated on crucial legislative changes for both credits and gain insights into effective claiming practices. Join us to elevate your understanding of tax credit opportunities and maximize your clients' tax benefits.

Learning Objectives:


  • Identify the qualifying criteria for the R&D tax credit and the Employee Retention Tax Credit

  • Determine the monetary value of the R&D and the Employee Retention Tax Credits for eligible businesses

  • Recognize the impact of recent legislation, such as the Tax Cuts and Jobs Act and the Inflation Reduction Act, on the credits

  • List the key attributes clients should seek in a provider to assist them in claiming the credits

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Monika Diehl

TriNet Clarus R+D
Divisional Vice President of Tax
[email protected]
(614) 545-9100

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Monika serves as the Divisional Vice President of Tax for TriNet Clarus R+D. She is a CPA and holds a Master of Taxation from Capital University Law School. Monika has extensive business tax experience and worked in internal audit earlier in her career reviewing business processes. She is excited about the opportunity at Clarus to talk with businesses about their projects and to work with them to use their investment in innovation to reduce the amount of tax they pay. Monika has a BS in Accounting from The Ohio State University, and lives in Bexley, Ohio with her family.  

Dan Clifford

TriNet Clarus R+D
Executive Director, Partner Programs
[email protected]

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Dan is responsible for driving success through TriNet Clarus R+D partners. Prior to Clarus, Dan served in key sales leadership roles within the business consulting and eCommerce space where he partnered with organizations to improve the efficiency of their overall operations. He has extensive experience working with early-stage technology companies. Dan earned a Bachelor of Arts in Economics and Political Science from Denison University. He resides in Columbus, Ohio with his family. 

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Zach serves as a Manager on the Tax Credit operations team at Trinet Clarus R+D. He is a CPA who received his Accounting Degree from The Ohio State University. Zach worked in public accounting for 4 years preparing and reviewing large corporate and partnership tax returns before making the switch to Trinet Clarus R+D for a more specialized focus on tax credits. Zach currently resides in Columbus, Ohio with his wife and newborn baby boy. 

About Our Presenter

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With custom software backed by a team of tax experts, Clarus R+D specializes in R&D credits for businesses of all sizes. Its technology-driven solution simplifies the process, maximizes company benefit, and reduces overall cost. The cloud-based platform has helped companies monetize over $180MM in tax credits. Clarus R+D also partners with CPAs who need a smarter way to prepare R&D tax credit studies.