Software Development is undoubtedly one of the top industries for which R&D tax credits are claimed. Whether the software is developed internally or the development is contracted out to a third party, whether it is intended for sale, lease or license or solely for internal use, whether it is brand new technology never before seen in the industry or improvements to features and functionality for an existing platform or module, software development is an integral part of our economy and is crucial to the successful operations of many businesses.

This course will cover the federal R&D credit as it relates specifically to the software industry. Whether you’re an established software company or a brand new startup, there has never been a better time to claim the R&D credit than right now. This webinar will cover industry-specific issues, regulations, and opportunities that should be considered when preparing these calculations. Bring your questions, as we’ll have our R&D credit experts answering your questions during this webinar.

Learning Objectives:

• Recall the R&D credit opportunity as it pertains to the software industry


• Identify recent tax laws that specifically benefit software companies, including pre-revenue startups, those companies paying alternative minimum tax, or those in net operating losses


• Determine how to identify qualified activities within the software industry and how to sustain these credits under audit


• Recognize the types of industry-specific documentation to maintain in support of these credits


• Give examples of real-world case studies and sample credit calculations