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R&D Tax Credits: Mastering Complex Claims for CPAs

R&D TAX CREDITS: MASTERING COMPLEX CLAIMS FOR CPAs

This course was previously titled: R&D TAX CREDITS: INNOVATION CAN BE REWARDING FOR YOUR CLIENTS
Cost Free
Presentation Length 1.0 hour

Recorded DateJune 13, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Sanjiv Gaitonde

ADP
Senior Director of Tax
[email protected]
(713) 939-6234

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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.

About Our Presenter

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At ADP®, we’re designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

With unmatched expertise and solutions, we partner with forward-thinking accounting professionals who value being essential to their clients' success. ADP offers accounting professionals’ the most flexible partner models, powered by quick & easy insights from the most complete set of solutions for your firm & your clients. All backed by dedicated expert support with a human touch. You'll also receive anytime access to your authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning Accountant Connect platform.  Learn more at adp.com/accountant.