CPE Courses

Research & Development Tax Credits

CPE Credits: 2-4 Credits based on a 2-4 hour presentation

Delivery Method: Group Live

Program Level: Basic

Advanced Preparation/Prerequisites: None

This presentation will cover the legislative history, application, calculation methods, IRS guidance and requirements, and benefits of the Federal R&D Tax Credit Program, as well as various State R&D Tax Credits.

Learning Objectives: After completing this course, you will able to:

• Understand the complex history of U.S. R&D Tax Credit Program
• Identify industries which typically qualify for the current Federal R&D Tax Credit Program
• Identify those clients who are potential candidates for R&D Tax Credits (Federal and
  State) and the reasons for qualification
• Understand the basic mechanics of the current Federal R&D Tax Credit computations
• Understand current requirements for R&D Tax Credit documentation and audit defense
  preparation, and identify which of your clients can meet the documentary requirements

To schedule a CPE presentation, contact Beth Simpson at bethsimpson@taxpointadvisors.com or
Jeffrey Feingold at jeffreyfeingold@taxpointadvisors.com or (800) 260-4138.

To register for a scheduled CPE presentation, contact your Firm Administrator.

Tax Point Advisors, Inc. is registered with the National Association of State Boards Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219