Modifications to the handling of Section 174 expenses have resulted in widespread uncertainty across the tax profession with many unsure of how to work with the new changes.
In this webinar, our presenter will dive into the fundamentals of the R&D tax credit as defined in Section 41 while also exploring key factors to consider from an operational perspective when using the R&D tax credit. Additionally, this webinar will examine typical mistakes to avoid during the credit claiming process.
Learning Objectives:
- List recent changes to Section 174 expenses
- Summarize of the fundamentals of the R&D tax credit under Section 41
- Identify common pitfalls in the claiming process and implement strategies to avoid them
Alexander Lee
FI Group
Senior Tax Associate
alexander.lee@fi-group.com
(630) 258-4981
As an auditor and analyst, Alex has looked at business operations and found ways to optimize operations—saving upwards of 50% in turnaround time as well as thousands of man hours. By rooting and nurturing cultures that instill the importance of efficiency, he was able to save millions of dollars for companies crossing the billion-dollar revenue mark. As a director, Alex has looked at the complexities from a bird’s eye view to see that the daily functions of an institution are only part of the equation.
Alex has spent almost a decade working in the research and hospital finance industry and has learned an important lesson; though innovation and production may generate revenue—proper tax planning can be a gateway to generate real wealth. Proper tax planning works as a force multiplier, and it is why the upper echelon companies invest so much into ensuring that it is done effectively.
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