Join Daniel Hurtado, CPA, Cost Segregation and R&D Practice Leader, of BGM, for a discussion on how utilizing Research & Development (R&D) Tax Credits can positively affect your firm.
R&D tax credits are one of the most underutilized tools CPA firms can leverage to provide added value to their clients and within their firm. During this webinar, Daniel will explore how CPA firms can identify qualifying R&D activities, understand key compliance rules, and partner effectively to deliver significant tax savings through this federal and state incentive program.
Objectives
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A clear explanation of what qualifies as research and development under the IRS’s Four-Part Test and why many eligible activities are often missed.
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An overview of which expenses are eligible for the credit, including wages, supplies, and contractor costs.
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Insights on properly structuring client engagements to preserve credit eligibility and reduce audit risk.
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Best practices for documentation and how to retroactively claim credits for prior tax years.
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Options for firms to offer R&D tax credit support without building a new internal team.
Who should attend
Whether you’re looking to advise clients better or explore how your firm may benefit from R&D Tax Credits, this discussion will equip you with the steps to move forward confidently. Don’t miss this opportunity to enhance your firm’s value.
Speaker
Daniel Hurtado
MGI North America members in the U.S. will earn 1.2 CPE credits for attending the entire webinar, answering live polls, and completing the Evaluation Form
Field of Study: Taxes
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group internet based
