As CPAs, clients rely on your expertise to guide them through the complex labyrinth of claiming R&D tax credits. But understanding the intricacies of this process is akin to traversing a winding path full of potholes and dead ends.

This course is designed to transform you into a proficient guide, armed with the knowledge to help clients identify qualifying research activities, document their efforts, and avoid common pitfalls. Leveraging interactive case studies and practical examples, we'll equip you with the latest tools to demystify the R&D tax credit terrain, enabling your clients to maximize their innovation investments and reap the rewards to which they're entitled.

Learning Objectives:

• Define the scope and intricacies of the R&D tax credit process


• Identify qualifying research activities for R&D tax credits


• Recognize common pitfalls in claiming R&D tax credits and strategies for avoiding those pitfalls


• Determine the tools and techniques to maximize a client's R&D tax credit claim