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R&D Tax Credit Changes: §174 Amortization and §41 New Documentation Requirement

R&D TAX CREDIT CHANGES: §174 AMORTIZATION AND §41 NEW DOCUMENTATION REQUIREMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 7, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course will focus on the application of the current §174 rule change to taxpayers' 2022 returns. Specifically, the focus will be on determining which expenses must now be amortized under §174. Additionally, the course will address the new documentation requirements and best practices for ensuring compliance.
 
Learning Objectives:


  • Identify which expenses must be amortized by §174

  • List myths about the intent and application of §174

  • Evaluate the filing mechanics for applying the new §174 law to a return

  • Recognize the new procedural requirements for additional documentation required for R&D tax credit claims

  • Name best practices for avoiding outright rejection of R&D tax credit claims

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Rick Kleban is the founder and president of Sycamore Growth Group, a Dublin, Ohio-based firm that specializes in helping small and medium-sized businesses, primarily manufacturing companies, attain and substantiate R&D tax credits. He assists companies in identifying eligible R&D expenses and oversees a talented team of professionals who substantiate how each underlying project and associated expenses meet the requirements of Section 41.

Daniel Reinier

Sycamore Growth Group
Senior Tax Credit Manager
dreinier@sycamoregrowthgroup.com
(614) 402-4373

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Daniel Reinier is the senior tax credit manager at Sycamore Growth Group. He directs the firm’s efforts regarding the collection and interpretation of client data, as well as the calculation of the credits.

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James Bean is a senior analyst at Sycamore Growth Group. He specializes in investigating tax issues that affect Sycamore’s diverse clientele.

About Our Presenter

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Sycamore Growth Group specializes in identifying and substantiating Research and Development tax credits (R&D) and other economic incentives for clients. These incentives help fund job growth, job training, and maximize cash flow.  Because of their expertise in securing public incentives, they are able to simplify and streamline the process for clients. In addition, due to their detailed and comprehensive process, they are usually able to identify and substantiate greater credits for clients than they have been able to previously obtain. Sycamore manages all aspects of working with public entities to obtain valuable credits for clients. They provide services to those in Manufacturing, BioTech, Construction, Software, Aerospace, Food & Beverage, Agribusiness, Automotive, Defense, Engineering, Energy, and HVAC Design.