CPAacademy.org | DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX

Content Provider

Self-Study CPE

2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
View Details/Register

2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
View Details/Register

2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
View Details/Register

ROADMAP TO 1099 REPORTING
View Details/Register

2023-2024 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
View Details/Register

TAX GAP REDUCTION WITH PROPER 1099 REPORTING
View Details/Register

MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
View Details/Register

1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
View Details/Register

ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
View Details/Register

UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
View Details/Register

Dash.Tax: Learn How to Use Software to Claim R&D Tax Credit for Your Clients

Software Demo Included

Taxes

DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX CREDIT FOR YOUR CLIENTS

This webinar has also been titled: "Intro to Dash.Tax: R&D Credit Software for Startups and Small Businesses" and "Dash.Tax - Simplifying R&D Tax Credits for CPAs in 3 Easy Steps"

Available Date(s)

Tuesday, November 19, 2024: 3:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner

Series: Research and Development Tax Credit

Course Description

In this webinar, attendees will get a look at how KBKG's latest innovation, Dash.tax, can help you quickly calculate R&D tax credits for startups and small businesses. We will walk through all the stages and considerations for claiming an R&D tax credit and demonstrate how to calculate tax credits from start to finish.

Learning Objectives:

Evaluate how to determine your client's qualifications for R&D tax credits

Recognize key industries with tax credit opportunities

Identify activities and expenditures eligible for R&D credits

List the top pitfalls for claiming R&D credits

Evaluate how to gain proficiency in Form 6765

Kevin Zolriasatain

KBKG
Principal – R&D Tax Credit Services
[email protected]
(877) 525-4462 X202

Kevin is a Principal and the Practice Leader of KBKG’s Research and Development (R&D) Tax Credit Services. He has over 14 years of consulting experience providing R&D tax credit services to companies of various sizes. Prior to KBKG, he spent nearly a decade at PricewaterhouseCoopers focusing on securing R&D Tax Credits for Fortune 500 companies. Kevin enjoys working with small to mid-size business owners and over his career has documented hundreds of millions of dollars in research credits. He has accumulated extensive experience successfully defending R&D credit claims under IRS and state examination.

His experience spans industries that include: defense contracting, pharmaceutical, biomedical device, internal and external use software, semiconductor, consumer electronics, architecture & engineering, manufacturing, agriculture, food and beverage, entertainment, aerospace, automotive, financial services, chemical, cosmetics, marketing, and telecommunications.

Additional Materials

KBKG Handout

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Established in 1999 with offices across the US, KBKG provides turn-key tax solutions to CPAs and businesses. By focusing exclusively on value-added tax services that complement your traditional tax and accounting team, we always deliver quantifiable benefits to clients. Our firm provides access to our knowledge base and experienced industry leaders. We help determine which tax programs benefit clients and stay committed to handling each relationship with care and diligence. Our ability to work seamlessly with your team is the reason so many tax professionals and businesses across the nation trust KBKG.