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R&D Tax Credits: Optimizing & Defending Your Work
Taxes

R&D TAX CREDITS: OPTIMIZING & DEFENDING YOUR WORK

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 5, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Series: Research and Development Tax Credit
Course Description

In order to fully understand a topic, you must know its past, present, and future, and that's the same for R&D tax credits. Join this session where our presenters will review the history of this tax credit as it relates to businesses of all sizes. The presenters will also discuss important news and updates on tax law in relation to the credit. The presenters will share strategies for optimizing the credit, especially concerning the Employee Retention Tax Credit, and will discuss critical items to include in an R&D study to defend a claim confidently.

Learning Objectives:


  • Recall the history of the R&D tax credit as it relates to businesses of all sizes

  • Summarize important news and updates on tax law in relation to the credit

  • Identify qualified projects, activities, and expenses

  • Determine different calculation methods and controlled group situations

  • Recall important IRS documentation requirements

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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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JP Mazzocco

TriNet Clarus R+D
Senior Manager of Tax Compliance
[email protected]
(740) 513-6320

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JP Mazzocco is the Senior Manager of Tax Compliance at TriNet Clarus R+D. Before joining the team, JP had six years of Big 4 corporate income tax compliance experience and has since helped TriNet Clarus R+D deliver $250M+ in tax credits over the last four years. As Senior Manager of Tax Compliance, JP reviews all R&D credits for accuracy and completeness before delivery to our partners and clients.

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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.