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Mastering R&D Tax Credits: ​Elevate Your Practice
Taxes

MASTERING R&D TAX CREDITS: ​ELEVATE YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 16, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
Enrolled Agent
Small Business Owner
Series: Research and Development Tax Credit
Course Description

Join us for an insightful session on mastering R&D tax credits, designed to elevate your practice and enhance your understanding of this valuable financial incentive. This course will cover the history and updates to the R&D tax credit, qualification criteria, optimization strategies, and defensibility. Our expert speakers, including Jordan Peck, CPA Sr. Tax Credit Analyst, and Essie Baird, Sr. Partner Account Executive, will guide you through the intricacies of the R&D tax credit, providing practical insights and actionable strategies to maximize your benefits. Whether you're looking to start an R&D tax practice or optimize your existing one, this course is tailored to meet your needs. 

Learning Objectives:


  • Recall the history and updates to the R&D tax credit, including recent changes in tax law 

  • State the qualification criteria for the R&D tax credit and how to identify eligible projects and expenses 

  • Outline strategies to optimize the R&D tax credit and maximize its benefits for your business 

  • Express the importance of documentation and how to maintain compliance with IRS requirements 

  • Determine methods to ensure the defensibility of your R&D tax credit claims and avoid common mistakes

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Essie Baird

TriNet Clarus R+D
Sr. Partner Account Executive
[email protected]
(614) 706-3366

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Essie is a Sr. Partner Account Executive for Clarus R+D with specialized knowledge in the partner and client experience. Through her role she helps CPAs, Fractional CFOs, and other financial advisors offer their clients access to a compliant and efficient R&D tax credit study. Essie has been with Clarus R+D for over 5 years and in previous roles consulted in a number of financial industries such as payroll tax, month-end close, and other tax incentives. She earned her BS of Mechanical Engineering from the University of Dayton.

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Jordan Peck, CPA

TriNet Clarus R+D
Senior Tax Credit Analyst
[email protected]
(614) 706-3366

Claruslogo

Jordan is a licensed CPA serving as a Senior Tax Credit Analyst for TriNet Clarus R+D. Jordan helps clients complete defensible and compliant R&D studies utilizing Clarus' easy-to-use software. Jordan has spent his entire professional career working in the R&D credit space and has helped clients claim more than $40 million in credits. He completed his BS in Accounting from the University of Charleston.

About Our Presenter

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TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.