Understanding High-Level Financial and Economic Issues and Solutions

$219.00

SKU: 411650

Description

Gain expert insights into the latest highlevel economic trends impacting RD tax credits.
As the landscape of RD tax credits evolves, businesses face increasing complexity with new regulations, including changes to Form 6765, updated documentation requirements, shifting capitalization guidelines, and revised refund claim processes. Many organizations are unsure how to navigate these challenges, potentially risking missed opportunities and costly errors in their RD tax filings.
Join this course to gain expert insights into the latest highlevel economic trends impacting RD tax credits. Well walk you through the new Form 6765, explore the updated documentation and capitalization requirements, and clarify the new refund claim procedures. Whether youre new to RD tax credits or need to stay updated on recent changes, this session will equip you with the knowledge to optimize your credit claims and ensure compliance in an everevolving tax environment.

Date: 2025-02-06 Start Time: 1:00 PM ET End Time: 2:40 PM ET

Learning Objectives

* You will be able to define the testing needed for qualifying development projects.

* You will be able to describe the new refund claims reporting requirements.

* You will be able to explain the impact of RD expense capitalization.

* You will be able to identify new documentation requirements.

Federal R&D Tax Credit Overview
• Project Qualification Requirements
• Qualified Research Expenses (QREs)
• Credit Calculation Methods

Research Credit Refund Claims
• Additional Documentation Requirements
• Recent Changes and Extensions
• Documentation Requirements

Form 6765 Changes
• Launch Date
• Additional Fields Added
• Documentation Recommendations

R&D Tax Credit Documentation
• Recent Court Cases Impact on Documentation
• Audit Strategy Changes and Impact
• Documentation Playbook Recommendations

R&D Expenditures Capitalization Requirements
• TCJA Led Changes
• Capitalization Requirements
• Example
• Layered Impact
• Future Expectations • Post Election

AIPB ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Randall Eickhoff, CPA-Acena Consulting