Navigating the complex world of the federal R&D tax credit has never been so challenging— or more vital. With increased scrutiny of the credit and eligible applications requiring additional due diligence, certified public accountants need to be informed —and supported—as much as possible to help their clients maximize their capture of the credit while maintaining compliance.
Join ADP’s Sanjiv Gaitonde (Senior Director of Tax) and Elizabeth Bowman (Senior Tax Manager) as they offer you the latest news and updates in the world of R&D tax credits and what’s ahead in 2023 and beyond. From R&D tax credit essentials to what’s changed and new in qualifying activities and allowable expenditures, this live, interactive class will offer key insights into what accountants need to know today about this tax credit that will help provide key insights to their clients tomorrow.
Learning Objectives:
ADP
Senior Director of Tax
[email protected]
(713) 939-6234
Sanjiv has over 19 years of experience focused exclusively on Research and Development tax credit services. He has assisted firms of all sizes; from privately held startups to publicly traded, Fortune 500 companies; in identifying, calculating, and documenting their federal and state R&D tax credits, as well as defending those credits on examination by the IRS and/or state taxing authorities. Sanjiv’s experience spans across various industries, including, manufacturing, software, oil & gas, technology, engineering services, defense, aerospace, chemical, food & beverage, apparel, financial services, pharmaceutical, and retail & consumer products.
As a Senior Director within ADP’s Compliance Solutions business unit, Sanjiv works to develop partnerships with firms to provide value for their clients. He also helps educate taxpayers on the R&D credit and works to identify value added opportunities for them.
ADP
Senior Tax Manager
[email protected]
Elizabeth Bowman has been with ADP for over 20 years and resides on ADP’s R&D Tax Credits team where she handles both client relations and production management/operations for a large client base over a wide range of industries. She was also part of the internal tax credits research team responsible for the organization’s federal and state proprietary incentives database for over a decade.
During her tenure with ADP, Elizabeth has worked extensively in credit and incentive legislation tracking, growing state credit business, managing R&D credit client relations and calculations, and leading various IRS and state credit audit defense projects. She is heavily involved with her R&D credit client base providing consultative services to maximize incentive benefits.