Gain expert insights into the latest high-level economic trends impacting R&D tax credits.
As the landscape of R&D tax credits evolves, businesses face increasing complexity with new regulations, including changes to Form 6765, updated documentation requirements, shifting capitalization guidelines, and revised refund claim processes. Many organizations are unsure how to navigate these challenges, potentially risking missed opportunities and costly errors in their R&D tax filings.
Join this course to gain expert insights into the latest high-level economic trends impacting R&D tax credits. We’ll walk you through the new Form 6765, explore the updated documentation and capitalization requirements, and clarify the new refund claim procedures. Whether you’re new to R&D tax credits or need to stay updated on recent changes, this session will equip you with the knowledge to optimize your credit claims and ensure compliance in an ever-evolving tax environment.
Learning Objectives
- You will be able to define the testing needed for qualifying development projects.
- You will be able to describe the new refund claims reporting requirements.
- You will be able to explain the impact of R&D expense capitalization.
- You will be able to identify new documentation requirements.
Agenda
Federal R&D Tax Credit Overview
- Project Qualification Requirements
- Qualified Research Expenses (QREs)
- Credit Calculation Methods
Research Credit Refund Claims
- Additional Documentation Requirements
- Recent Changes and Extensions
- Documentation Requirements
Form 6765 Changes
- Launch Date
- Additional Fields Added
- Documentation Recommendations
R&D Tax Credit Documentation
- Recent Court Cases Impact on Documentation
- Audit Strategy Changes and Impact
- Documentation Playbook Recommendations
R&D Expenditures Capitalization Requirements
- TCJA Led Changes
- Capitalization Requirements
- Example
- Layered Impact
- Future Expectations - Post Election
Speakers
Randall Eickhoff, CPA,
Acena Consulting- Founder and Head Coach of Acena Consulting
- Practice emphasizes all aspects of R&D tax credit documentation and support, and cost segregation for real estate investors
- 20 years of speaking experience before CPAs, business owners, and real estate investors
- Authored over 100 technical blogs, articles, and white papers on the R&D tax credit
- Member of the California, Arizona, and Hawaii CPA associations
- B.A. Degree in business economics, University of California at Santa Barbara Cal
Who Should Attend
This live webinar is designed for accountants, tax managers, accounts payable professionals, bookkeepers, CFOs, controllers, business managers and owners, presidents, vice presidents, CEOs, and operations managers.
