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.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Federal R&D Tax Credit Overview | |
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| Research Credit Refund Claims | |
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| Form 6765 Changes | |
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| R&D Tax Credit Documentation | |
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| R&D Expenditures Capitalization Requirements | |
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
CPE 2.0 including Finance 2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
OnDemand Course
This course was last revised on February 3, 2021.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
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
- Can be contacted at 805-426-9669 or [email protected]
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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