myCPE
myCPE

Tax Deductions are so Last Year—It's Time for R&D Credits! 1 Credit

Jan 28, 2025, 10:00 AM ET

Tax Deductions are so Last Year—It's Time for R&D Credits! 1 Credit

  • Rating

    4.9
  • Published on

    January, 2025
  • Subject Area

    Taxes

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Jan 28, 2025, 10:00 AM ET

Learning Objective

  • Identify key qualifying R&D activities and requirements.
  • Discuss how to apply accurate methods for credit calculation.
  • Analyze best practices for documentation and compliance.
  • Discuss common misconceptions with clarity.
  • Engage with tax professionals to maximize credit benefits.

Course Overview

Unveil the hidden treasure that is the R&D tax credit; the secret weapon businesses use to fuel their innovation while slashing tax burdens. For countless companies, this credit isn't just a lifeline; it's a powerful financial tool that helps them reinvest in their growth, taking their development to the next level. In this course, we'll unravel the mystery behind these credits, from eligibility and qualifying activities to savvy calculation methods, arming tax professionals with the knowledge needed to help clients claim these golden opportunities with ease.

During this course, you'll dive deep into the nitty-gritty of maintaining airtight documentation, sidestep common pitfalls, and discover how to navigate both federal and state credits to make the most of every dollar. We'll guide you through best practices, from keeping immaculate records to forging strong alliances with R&D teams and tax experts, ensuring your claims are bulletproof and ready to withstand any audit. Real-world examples and expert tips will empower you to guide clients in reinvesting in R&D, improving cash flow, and keeping top talent on board.

Key Topics:

  • Eligibility and Qualifying Activities
  • Credit Calculation Techniques
  • Documentation Best Practices
  • Maximizing State and Federal Credits
  • Addressing Common Misconceptions

Join us as we unlock the financial potential of R&D tax credits and show you how to help your clients sharpen their competitive edge. By the end of this course, you'll be ready to tackle this critical area with confidence and help your clients reap the full benefits of these tax-saving opportunities.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02210-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02210-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1786) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02210-24-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02210-24-S) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02210-24-S) 1 CE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02210-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02210-24-O) 1 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1786) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02210-24-O) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02210-24-O) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02210-24-O) 1 CE Approved

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Need to meet your Enrolled Agent (EA) Continuing Education (CE) requirements? MYCPE ONE has you covered. Our Online EA CE courses make it easy to earn credits while expanding your expertise in tax regulations and practices. Stay ahead with the latest updates and in-depth insights designed to keep you at the top of your field. With flexible scheduling and a user-friendly platform, MYCPE ONE offers a convenient, interactive learning experience. Start advancing your career today!

About Instructor

RJ Muto
RJ Muto

President, Project Blue Signature Capital

  • 4.7
  • rating
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RJ Muto, based in New York, is the visionary founder and driving force behind Project Blue Signature Capital, a premier financial consulting firm that delivers Fortune 500-level strategies to small and mid-sized business owners poised for growth. With an unwavering focus on transforming every department into a revenue-generating engine, RJ works with businesses globally to craft tailored financial strategies that unlock rapid growth and long-term success.

Specializing in Capital Consulting, such as lending, business consulting, and groundbreaking financial planning, RJ offers an unparalleled range of services. From start-up funding and B2B Lending to Venture Capital, his firm connects businesses with top-tier FinTech lenders. 

For larger ventures, Project Blue Signature Capital provides worldwide lending opportunities ranging from $30 million to $5 billion, ensuring businesses—large or small—can access the capital they need to thrive.

But RJ’s expertise goes beyond just financing. Through access to over 1,100 government tax credits, rebates, and incentives—such as R&D tax credits, solar energy incentives, and more—he helps businesses reduce tax liabilities while driving innovation and sustainability.

RJ is passionate about helping businesses maximize revenue from every department. Whether it is transforming HR into a profit center, optimizing sales and AR/AP, or creating streamlined exit plans, RJ’s innovative programs turn underperforming departments into highly efficient, revenue-generating powerhouses.

With a client-first philosophy, RJ tailors every solution to meet the unique needs of each business. Grounded in integrity, hard work, and fairness, his mission to “Juice Your Potential” is all about empowering businesses to rise above challenges and achieve exceptional growth. By collaborating with top-tier bankers, accountants, and attorneys, RJ delivers powerful, comprehensive financial strategies that navigate complex landscapes and set businesses on the path to lasting success.

Ready to elevate your business? Whether you are seeking funding, strategic planning, or innovative solutions, RJ Muto and Project Blue Signature Capital are here to help you unlock your full potential and achieve the extraordinary success you have always envisioned. Let’s make it happen!

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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ST

Sharon Tennyson, CPA (US)
5

I enjoy the myCPE platform for getting my annual needed CPE. It is very easy to use with many options of courses, such as this one. Thank you!

JH

Jean Hess, CRTP
5

Very informative presentation.

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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