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Mike Woeber
President and Co-founder | Tax Advisor & Accounting Consultant | Corporate Tax Advisors, Inc.
Michael Silvio, CPA
Tax Partner | Recognized Leader in the Federal Credits and Incentives Tax Specialty | Macias Gini & O’ Connell, LLP

Unleashing R&D Tax Credits: Navigating Change for Maximum Benefit and Innovation | On-Demand Webinar

Broadcast Date: Friday, December 08, 2023 from 12:00 pm to 1:00 pm (ET)

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.

Agenda:

Segment 1:

Michael Silvio, CPATax Partner, Macias Gini & O’ Connell, LLP

Segment 2:

Mike WoeberPresident 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.

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

CLE 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)