Uncover the R&D tax credit opportunities your clients are still leaving on the table — a focused, one-hour session on qualification, documentation, and where to look first.
Continuing Professional Training
Field of Study: Taxes
Program Level: Overview
No Prerequisites
No cost
Seats are limited to keep the session interactive.
Up-to-date guidance aligned with AICPA and state board requirements
Clear, practical explanations of R&D tax credits and current regulations
A walkthrough of industries where qualifying activities are most often missed
Tools to apply the material immediately in your daily workflow
Describe the origin, evolution, and current legislative status of the federal R&D tax credit under IRC Section 41.
Identify the four criteria of the R&D four-part test used to determine activity eligibility.
Distinguish between qualified and non-qualified research expenditures across wages, supplies, and contract research.
Explain how recent federal tax law changes affect the treatment of research expenditures under IRC Sections 174 and 174A.
List the documentation and substantiation practices needed to support an R&D credit claim under current IRS guidance.
Recognize common client scenarios and industries where an overlooked R&D tax credit opportunity may exist.
R&D Credit landscape & recent changes
The four-part qualification test
Qualified research expenditures
Industry case studies
QSB payroll tax offset opportunity
Documentation, substantiation & audit considerations
CPA identification framework & Q&A
Licensed CPA in California with more than 20 years assisting companies with identifying, calculating, documenting, and defending federal and state R&D tax credits.
Advises clients across software, engineering, aerospace & defense, advanced manufacturing, life sciences, and energy. B.S. Business (Accounting), CSU San Marcos.
R&D Tax Manager with 4+ years specializing in R&D tax credit consulting — identifying, analyzing, and documenting qualified research activities and expenses.
Currently a Tax Manager at FinTitan, assisting small and mid-sized businesses with evaluating and substantiating R&D opportunities. B.A. Economics, UCLA.
Licensed CPA in California with more than 20 years assisting companies with identifying, calculating, documenting, and defending federal and state R&D tax credits.
Advises clients across software, engineering, aerospace & defense, advanced manufacturing, life sciences, and energy. B.S. Business (Accounting), CSU San Marcos.
R&D Tax Manager with 4+ years specializing in R&D tax credit consulting — identifying, analyzing, and documenting qualified research activities and expenses.
Currently a Tax Manager at FinTitan, assisting small and mid-sized businesses with evaluating and substantiating R&D opportunities. B.A. Economics, UCLA.
