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Cpece webinars
Research & Development Tax Credit Overview

RESEARCH & DEVELOPMENT TAX CREDIT OVERVIEW

Available Date(s)
Tuesday, October 04, 2022: 3:00PM EDT
Tuesday, November 01, 2022: 3:00PM EDT
Tuesday, December 06, 2022: 3:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax Update)
CE Credits 1.0 hour
Course Id# - HURS9-U-00112-16-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar will cover the fundamentals of the Research and Development (R&D) Tax Credit. Topics include history and recent developments, project qualifications, calculating the benefits, the chronology of a typical project, and common issues. 

Each year hundreds of companies are taking advantage of the credit to increase their bottom line. It’s time to learn how you can benefit!

Learning Objectives:


  • Recall a general overview of the R&D Tax Credit

  • Determine the fundamentals of project qualifications, calculating the benefits, and the chronology of a typical project

  • Identify common issues 

Linkedin

Michael Maroney

KBKG
Director - R&D Tax Credit Services
michael.maroney@kbkg.com
267-615-8284

Kbkg

Michael Maroney is a Director with KBKG. He advises clients on tax matters related to federal and state R&D tax credits. He has advised numerous Fortune 1000 clients across a variety of industries. He has successfully defended his client’s R&D claims before the IRS and state taxing authorities. He has been an instructor on these topics for numerous CPA and industry associations and has authored articles related to federal and state R&D tax credits. Prior to joining KBKG, he’s been with two of the Big 4 firms.

Linkedin

Elise Rhee

KBKG
Senior Manager - R&D Tax Credit Services
elise.rhee@kbkg.com
(877) 525-4462

Kbkg

Elise Rhee is a Senior Manager with KBKG working for the Research and Development (R&D) Tax Credit department. She has 8 years of consulting experience providing R&D tax credit services to companies ranging from architectural & engineering, food & beverage, software development, cosmetics, manufacturing, automotive, and aerospace & defense. She received her Bachelor of Science in Biology from the University of California, San Diego.

Linkedin

Bill Taylor

KBKG
Director - R&D Tax Credit Services
bill.taylor@kbkg.com
(877) 525-4462

Kbkg

Bill Taylor is a Director for KBKG’s Research & Tax Credit Consulting practice. Based in Dallas, TX, Bill has over 10 years of experience providing federal tax consulting services to companies of all sizes within various industries, including technology, aerospace and defense, manufacturing, oil and gas, gaming, banking, and other professional services.

Prior to KBKG, Bill spent over a decade with a Big Four firm focusing on Research and Development, Fixed Asset Methods, Cost Segregation, and Meals and Entertainment. He is involved with consulting, technical review, training, project management and representation before the IRS.

Bill received his Bachelor of Science in General Engineering and a Master of Science in Accountancy from the University of Illinois, and his MBA from The University of Chicago’s Booth School of Business.

Linkedin

Tetyana Guguchkina

KBKG
Senior Manager - R&D Tax Credit Services
tetyana.guguchkina@kbkg.com
(626) 449-4225 ext. 129

Kbkg

Tetyana Guguchkina is a Senior Manager with KBKG working for the Research and Development (R&D) Tax Credit department. She is in charge of advising clients on tax matters related to federal and state research and development tax incentives. Tetyana has more than 10 years of tax compliance experience in public accounting.

Tetyana handled research credit studies and consulted for numerous companies throughout the country working closely with engineers, scientists and software developers in a wide range of industries. Relevant industry experience includes but is not limited to manufacturing, software development, aerospace & defense, food & beverage, architectural & engineering, cosmetics, pharmaceutical & biotechnology, and agriculture.

Tetyana received her Master of Science degree in Electrical and Mechanical Engineering from the National Technical University of Ukraine “Kyiv Polytechnic Institute” (KPI) as well as Bachelor of Science Degree in Accounting. She is a member of California Society of CPAs, American Institute of Certified Public Accountants and currently works out of our Woodland Hills office.

Linkedin

Jonathan Tucker

KBKG
Principal - R&D Tax Credit Services
jonathan.tucker@kbkg.com
(470) 648-2493

Kbkg

Based in Atlanta, GA, Jon has over 17 years of experience providing federal business tax advisory services to clients in various industries including technology, manufacturing, transportation, healthcare, retail and consumer products, hospitality, media and entertainment, financial, and other professional services industries.

Prior to joining KBKG to lead the southeast region, Jon spent four years at EY as a senior manager in their business tax advisory group, and prior to that, spent 11 years at PwC as a director in their specialized tax services group. At both EY and PwC, Jon provided support to clients with implementation of specialized tax consulting projects including research and development tax credit studies, tangible property capitalization, section 199 deductions, meals and entertainment studies, cost segregation studies, transaction cost analysis and various tax accounting methods, including revenue and expense recognition.

Jon primarily works in the research and development tax credit, capitalization, cost segregation, and meals and entertainment areas. He is involved with consulting, technical review, training, project management and representation before the IRS.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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

Irs

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

About Our Presenter

Kbkg
Established in 1999 with offices across the US, KBKG provides turn-key tax solutions to CPAs and businesses. By focusing exclusively on value-added tax services that complement your traditional tax and accounting team, we always deliver quantifiable benefits to clients. Our firm provides access to our knowledge base and experienced industry leaders. We help determine which tax programs benefit clients and stay committed to handling each relationship with care and diligence. Our ability to work seamlessly with your team is the reason so many tax professionals and businesses across the nation trust KBKG.