Join us for an insightful session on mastering R&D tax credits, designed to elevate your practice and enhance your understanding of this valuable financial incentive. This course will cover the history and updates to the R&D tax credit, qualification criteria, optimization strategies, and defensibility. Our expert speakers, including Jordan Peck, CPA Sr. Tax Credit Analyst, and Essie Baird, Sr. Partner Account Executive, will guide you through the intricacies of the R&D tax credit, providing practical insights and actionable strategies to maximize your benefits. Whether you're looking to start an R&D tax practice or optimize your existing one, this course is tailored to meet your needs. 

Learning Objectives:

• Recall the history and updates to the R&D tax credit, including recent changes in tax law 


• State the qualification criteria for the R&D tax credit and how to identify eligible projects and expenses 


• Outline strategies to optimize the R&D tax credit and maximize its benefits for your business 


• Express the importance of documentation and how to maintain compliance with IRS requirements 


• Determine methods to ensure the defensibility of your R&D tax credit claims and avoid common mistakes

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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 website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222