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R&D Tax Credit and Amortization Guidance Update
Inspired Perspectives Webinar Series
R&D Tax Credit and Amortization Guidance Update

Event Overview

If your organization is investing in innovation and working to stay competitive through new or improved products or services, you could qualify for the research and development (R&D) tax credit. Join us to learn more about qualifying activities, benefiting from the R&D tax credit, our process for helping clients claim the credit, and a few case study examples of how clients have qualified for the credit in the past. We’ll also provide an update on Section 174 amortization guidance in relation to R&D expenditures.
Date and Time
Tuesday, October 24 | 12 - 1 p.m. CDT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
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.
  • Examine IRS Section 174 guidance pertaining to R&D expenditures and amortization.
Presenter(s)
  • Jim Donovan
    Jim Donovan CPA
    Partner/National Tax Office
    Jim has 20 years of tax consulting experience primarily focused on tax credits for a variety of industries. He helps clients benefit from federal and state R&D tax incentives, which can include additional deductions and credits for activities many businesses consider a necessity to remain competitive in today's marketplace. He also provides assistance with IRS and state taxing authorities to support R&D credit claims and has written articles on tax incentives.
  • Jesse Wutkee
    Jesse Wutkee CPA
    Partner
    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. He spends 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.
  • Matt Harrison Photo
    Matt Harrison
    Senior Manager
    Matt Harrison is a Senior Manager in Eide Bailly’s tax credits and incentives group. He has 8 years of tax consulting experience primarily working with federal and state R&D tax incentives and is responsible for leading advanced tax planning projects for both private and public clients. Matt specializes in implementing federal and state tax solutions for businesses across a wide variety of industries, including manufacturing, aerospace and defense, civil and mechanical engineering, life sciences and biotechnology, and software development. He retains an exemplary track record for high sustention rate in defending claims before the IRS and state taxing authorities regarding audit matters. Matt’s technical acumen provides the foundation for his R&D tax credit expertise.
  • Chad Valcoviak Photo
    Chad Valcoviak
    Manager
    Chad helps our clients take advantage of the R&D tax credit. He leads a team that works to identify, calculate and substantiate these credits. Chad takes a direct, collaborative approach to understand a company's activities, thoughtfully analyze company financials and educate them on how these items are used in calculation of available tax credits.
  • CPE Credits
    1
  • Field Of Study
    Taxes
  • Level Of Knowledge
    Basic
  • Delivery Method
    Group-Internet Based
Eide Bailly LLP is registered with the National Association of State Boards of 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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 Mye Collins.

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