Mike Woeber
President and Co-founder | Corporate Tax Advisors, Inc.
Michael Silvio, CPA
Tax Partner | Macias Gini & O’ Connell LLPMaximizing Your Innovation ROI: R&D Tax Credits in 2024 and Beyond | On-Demand Webinar
Broadcast Date: Thursday, March 28, 2024 | 12:00 pm to 1:00 pm (ET)
Innovation is the driving force behind business growth and success, and Research and Development (R&D) serves as the catalyst for innovation. As we venture into the dynamic landscape of 2024 and beyond, maintaining a competitive edge requires more than just visionary ideas; it demands strategic financial acumen.
Join Mike Woeber of Corporate Tax Advisors, Inc. and Michael Silvio, CPA with MGO as they dive deep into the intricate realm of innovation ROI, offering you the tools and knowledge necessary to navigate the evolving terrain of R&D tax credits.
Key Topics:
- Unlocking R&D’s Potential
- Decoding R&D Tax Credits
- Navigating 2024 Tax Regulations
- Strategic ROI Optimization
- Future Insights
Learning Objectives:
- Grasp the importance of R&D tax credits for maximizing innovation ROI and strategic decision-making.
- Decode R&D tax credit complexities, including eligibility criteria and calculation methods.
- Navigate 2024 tax regulations impacting R&D tax credits, ensuring compliance, and seizing opportunities.
- Develop strategies to optimize ROI through effective use of R&D tax credits, incorporating insights into documentation requirements and capitalization standards.
Agenda:
Mike Woeber, President and Co-founder, Corporate Tax Advisors, Inc.
- Review case studies on the interaction of R&D credits and Section 174 capitalized expenses
- Recent updates on what to include and exclude in your 174 R&D expense computation
Michael Silvio, CPA, Tax Partner, Macias Gini & O’ Connell LLP
- Discuss how pending legislation will impact the research and development credit and the capitalization requirements
- Review ways to optimize and maximize research and development tax credits
- Provide insight into the ever-changing documentation requirements to support these credit claims
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
Prerequisite: General knowledge of tax laws | Course Code: 1411011
NASBA Field of Study: Taxes – Technical | Total Credit: 1.0
CPE Credit:
1.0 CPE (Not eligible for QAS (On-demand) CPE credits)
CLE Credit:
MS CLE 1.00 General – Approved Until: 3/28/2025
GA CLE 1.00 General – Approved Until: 12/31/2024
WI CLE 1.00 General – Approved Until: 12/31/2025
TN CLE 1.00 General – Approved Until: 3/28/2026
CA CLE 1.00 General – Approved Until: 6/30/2025
PA CLE 1.00 General – Approved Until: 3/28/2026
VT CLE 1.00 General – Approved Until: 12/31/2025
NJ CLE 1.00 General – Credits through Reciprocity
NY CLE 1.00 Areas of Professional Practice – Credits through Reciprocity
AR CLE 1.00 General – Credits through Reciprocity
CT CLE 1.00 General – Credits through Reciprocity
NH CLE 1.00 General – Meets the requirements of NH Supreme Court Rule 53
MO CLE 1.00 General – Approved Until: 3/28/2024
Self-Apply:
AL, CO, DE, FL, ID, IN, IO, KS, KY, LA, NC, ME, MN, MT, NE, NV, NM, ND, OH, OK, OR, SC, TX, UT, VA, WA, WV, WY
If you’d like us to apply for CLE, you may opt to pay the CLE processing fee here.
No MCLE Requirements:
DC, MD, MA, MI, SD
Not Eligible for CLE:
AK, AZ, HA, IL