Inspired Perspectives | R&D Tax Incentives - Are you leaving money on the table?


Course Description:
If your company is investing in innovation and working to stay competitive through improved or new products or services, you could qualify for a research and development tax credit. Join us to learn more about qualifying activities, benefiting from the R&D tax credit, our process for helping clients earn the credit and a few case studies of how clients have used the credit in the past.

Following the webinar, we will host general and industry-specific breakouts for the Software & Technology and Manufacturing industries. When registering, please identify whether you would like to participate in one of these industry breakouts.

Learning Objectives:

  • Describe the qualifying R&D activities.
  • Define the benefits of the R&D tax credit.
  • Explore case studies of clients who have benefited from the R&D tax credit.

Jim Donovan, CPA, Partner-in-Charge of R&D Tax Incentives | Eide Bailly
Jim has more than 20 years of tax consulting experience helping clients benefit from federal and state incentives, including credits for activities most consider a necessity to remain competitive in today’s global market. Jim oversees the employee retention credit and R&D tax credit practices and is a leader in the Business Credits & Incentives space. He also assists clients in sustaining their credits if examined by a federal or state authority. Jim has authored articles on tax incentives and actively presents on business credits and incentives at conferences and webinars.

Jesse Wutkee, CPA, Partner | Eide Bailly
Jesse provides tax consulting services to clients throughout the country. He helps clients benefit from research and development tax credits at the federal and state level spending a majority of his time in the technology, manufacturing, construction and agriculture industries. He represents clients before federal and state tax authorities to support their R&D credit claims.

Breakout Facilitators:
Software & Technology:
Jesse Wutkee, CPA, Partner
Matt Harrison, Manager

Dave Glennon, CPA, Partner-in-Charge of Manufacturing and Distribution
Chad Valcoviak, Manager
Lyle Henning, Senior Manager

Jim Donovan, CPA, Partner-in-Charge of R&D Tax Incentives
Jennifer Moreau, Manager

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: 
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.

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Research & Development Tax Incentives Tax Consulting & Planning