In order to fully understand a topic, you must know its past, present, and future, and that's the same for R&D tax credits. Join this session where our presenters will review the history of this tax credit as it relates to businesses of all sizes. The presenters will also discuss important news and updates on tax law in relation to the credit. The presenters will share strategies for optimizing the credit, especially concerning the Employee Retention Tax Credit, and will discuss critical items to include in an R&D study to defend a claim confidently.

Learning Objectives:

• Recall the history of the R&D tax credit as it relates to businesses of all sizes


• Summarize important news and updates on tax law in relation to the credit


• Identify qualified projects, activities, and expenses


• Determine different calculation methods and controlled group situations


• Recall important IRS documentation requirements

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222