This course will focus on the application of the current §174 rule change to taxpayers' 2022 returns. Specifically, the focus will be on determining which expenses must now be amortized under §174. Additionally, the course will address the new documentation requirements and best practices for ensuring compliance.
Learning Objectives:
- Identify which expenses must be amortized by §174
- List myths about the intent and application of §174
- Evaluate the filing mechanics for applying the new §174 law to a return
- Recognize the new procedural requirements for additional documentation required for R&D tax credit claims
- Name best practices for avoiding outright rejection of R&D tax credit claims
Richard Kleban
Sycamore Growth Group
Founder and President
[email protected]
(614) 975-1280
Rick Kleban is the founder and president of Sycamore Growth Group, a Dublin, Ohio-based firm that specializes in helping small and medium-sized businesses, primarily manufacturing companies, attain and substantiate R&D tax credits. He assists companies in identifying eligible R&D expenses and oversees a talented team of professionals who substantiate how each underlying project and associated expenses meet the requirements of Section 41.
Daniel Reinier
Sycamore Growth Group
Senior Tax Credit Manager
[email protected]
(614) 402-4373
Daniel Reinier is the senior tax credit manager at Sycamore Growth Group. He directs the firm’s efforts regarding the collection and interpretation of client data, as well as the calculation of the credits.
James Bean
Sycamore Growth Group
Senior Analyst
[email protected]
James Bean is a senior analyst at Sycamore Growth Group. He specializes in investigating tax issues that affect Sycamore’s diverse clientele.
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