Gain a better understanding of the considerations and requirements of the research tax credit.
Interestingly, the Research and Development (R&D) Tax Credit is often dismissed by companies as only pertaining to rocket scientists or chemists. However, the actual definition of what qualifies for the credit is much broader. Taxpayers of any size that design, develop, or improve products, processes, techniques formulas, inventions, or software are eligible. The R&D credit is now permanent as result of the 2015 PATH Act, and is an excellent planning opportunity for companies that engage in product or process development.
Agenda
Faculty
Kathleen Erlich
Cherry Bekaert
- Senior manager at Cherry Bekaert serving as a subject matter expert (SME) in R&D credits and tax incentives
- Has been specializing in R&D tax credit studies for the last nineteen years
- Played major roles in preparing and sustaining R&E credits through IRS audits, including participating in MITRE interviews, preparing IDRs, drafting NOPAs, and assisting in the appeals process
- Had 10 years’ experience as a tax professional preparing tax returns at a local firm prior to her work at a big four company
- Spent 12 years at a big four firm working in the R&D practice in both Boston and New York City
- Actively involved in teaching national learning and education classes on the R&D tax credit as well as other corporate tax issues, such as corporate structuring; she continues mentoring others through teaching opportunities and on-the-job experience; teaching and presenting are two of her passions
- Kathleen is an enrolled agent (EA), which is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals
- An active member of NAEA as well as several other organizations
- M.S. degree in taxation, Suffolk University in Boston, Massachusetts; B.S. degree, cum laude, Kent State University in Ohio
Forest Corwin
Cherry Bekaert
- Tax manager in Cherry Bekaert’s Raleigh practice with more than five years of public accounting experience
- Specializes in credits and incentives, as well as corporate tax matters and provisions
- His expertise includes clients in the technology and health & life sciences, industrial, and real estate, and construction sectors
- A licensed CPA in North Carolina
- Master's and B.S. in accounting, University of North Carolina Wilmington
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