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IRS EXAM AND APPEALS PROCESS: R&D TAX CREDIT

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 21, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

Recent changes to the exam and appeals process significantly impact how companies should document their Tax Credits. Learn more about these changes, and how to prepare an R&D claim that can be sustained in audit in a one hour CPE.

Learning Objectives

  • Better understand what a qualified expense is for the R&D tax credit

  • Hear about recent cases, legislation and policy changes that impact this credit

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Testimonials
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Tom, FL

"Good info on the new IDR process, in general. Also the fact that Appeals now needs at least one year remaining on the statute."
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Robert, MA

"Peter Mehta's willingness to share unbiased actual IRS experiences with attendees made this presentation exceptional."
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Michael, WI

"Great timing. I just engaged with a client for IRS representation. This gave me some better insight. Thanks!"
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Fausta, FL

"VERY INTERESTING WEBINAR. PRESENTATION WAS WELL ORGANIZED. THANK YOU"
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Naren, NJ

"Very Informative Webinar. Excellent Presentation by Peter."
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Ken, TX

"Very good information that was discussed"
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Ragai, NJ

"Excellent presentation."
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Gerard, VA

"It was very good and I now feel that I have amuch better understanding of this porcess"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Peter’s 20 years of experience in tax controversy and R&D tax credit matters includes all aspects of tax controversy from Exam through the Appellate-level with both the IRS and California State taxing authorities. His experience includes audit examinations, technical advice requests, preparing and reviewing protests, IRS Appeals proceedings, and refund claims.

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Kim is the Vice President of Strategic Accounts at Tax Credit Co. She works closely with Tax Credit Co.’s service lines to bring comprehensive and customized tax incentive solutions to TCC’s current and prospective clients. Kim received her Ph.D. in Mathematics with a focus in computer algorithms from the University of Texas at Austin, and was a National Science Foundation postdoctoral fellow at UCLA prior to joining Tax Credit Co.

About Our Presenter

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Since 1996, Tax Credit Co. has helped its clients offset their tax liabilities with over $1B in credits to date. Tax Credit Co. delivers industry-leading solutions and technology that helps companies realize more benefits from federal, state and local tax incentive programs. We work with clients nationwide that range from small business to Fortune 100 covering all industries. Our staff of over 100 is focused on our mission to unlock material value from credits and incentives while minimizing the burden to our client's internal tax, finance, IT, HR and operations departments.