Course Details

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ADDITIONAL DATES

Jan 18, 2021 | 01:00 PM EST Register
Feb 03, 2021 | 01:00 PM EST Register
Apr 23, 2021 | 01:00 PM EST Register
May 21, 2021 | 01:00 PM EST Register
Jul 16, 2021 | 01:00 PM EST Register

Course Description

Are you missing out on significant cash flow that can help your clients business grow multifold ? Your tax clients expects you to provide guidance and advice that lead them to where growth opportunities lie — increasing their ability to make profitable business decisions. Many CPAs focus on performing tax accounting only as protocol demands and overlook longstanding tax incentives such as the Research & Development (R&D)Tax Credit as a way to put cash flow back into the business and minimize tax burden.

The R&D tax credit is one of the most powerful incentives in the tax code. Due to the broad definition of “qualified research”, businesses in nearly every industry take advantage of the credit. The R&D tax credit is based on “qualified research expenses” (QREs) – for every dollar spent on QREs, you can earn up to 8.0% in federal tax credits! Additionally, over 40 states offer similar R&D tax incentives that can double benefits in some cases.

As a game-changing tax credit, the R&D tax credit provides both federal and in most cases, state tax credits for efforts centered around developing new and improved products, processes, techniques, software, formulas or inventions. The new permanent research tax credit provides new opportunities for small businesses to reduce or eliminate Alternate Minimum Tax (AMT). 

This free CPE webinar will cover :

  • The explanation of Qualified Research Expenses
  • How to claim this R&D tax credit ?
  • Myths associated with R&D tax credit

If you are in Industry this webinar will help you in identifying opportunities to save tax for your company. If you are in public practice this webinar will help you in advising clients in tax saving through R & D Credits.

Learning objectives

  • To recall the 4-part test for the R&D credit
  • Identify R&D activities performed and the associated qualified research expenditures
  • Identify qualifying projects & the exclusions
  • To identify the common misconceptions about R&D credits

About Presenter

Jason Villere

Advisor, BRAYN Consulting LLC

jason@brayn.com

Jason joined BRAYN Consulting LLC in 2018. As a business management professional, Jason has over 15 years’ experience with treasury management, internal audit consulting, project accounting, financial reporting and managing sales teams. Jason is a skilled leader with demonstrated ability to effectively achieve process improvement, manage change and create diverse, cross-functional, quality driven teams to implement corporate-wide improvements.

Jason obtained a BS in Accounting from LSU and an MBA from Sam Houston State University. Jason currently holds a license as a Certified Treasury Professional, CTP.

BRAYN Consulting LLC is a fast-growing consulting firm that supports CPA firms and their clients in taking full advantage of specialty tax credits and incentives. We are currently a small firm with virtual offices, growing at a fast pace and we need high quality talent. We primarily serve closely-held, mid-sized companies. This allows our partners and staff to experience a penumbra of issues, challenges and opportunities different than those afforded by Big-4 or Top 10 Accounting Firms.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.6
(231)
63%
32%
4%
0%
0%
  • DB
    Donato Bilotta , EA, EA
    Oct 30th 2020
    very informative on a subject that I did not know well.
PC
Paula Crismond , AFSP
Excellent
LT
Lindsey Tyler , CPA
na
WT
Wendi Turnipseed , EA
Great Instructor!
AT
ardella Thomas , EA
5 stars
KM
Kimberly Martin , EA
very good

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 through its website: www.NASBARegistry.org.

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 maintenance 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

CTEC Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

upcoming Live CPE Webinars

REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Friday, December 04, 2020 | 09:00 AM EST View Details/Register
Excel Accountant: Dashboards Part 1
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Comprehensive Guide to Identity Theft with case studies
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Employment Law in a Nutshell – Guidance for your Business
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
QBO for Accountants -Tips and Tricks Course
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
ADVANCED CASH FLOW ANALYSIS
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Performance Measurement
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, December 04, 2020 | 12:00 PM EST View Details/Register
How the IRS Analyzes Taxpayer Finances to Determine Ability to Pay
Friday, December 04, 2020 | 12:30 PM EST View Details/Register
Asset Protection Legal and Financial Planning Strategies
Friday, December 04, 2020 | 01:00 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1
  • CE Credits 1
  • IRS Course ID GEHNZ-T-00219-20-O
  • CTEC Course ID 6273-CE-0226
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Tax Practitioners Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm Tax Pros CPA (Industry) Tax Firm Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Tax Director (Industry) Accounting Practice Owners Accounts Director Entrepreneurial Accountant Tax Managers Accounting Managers Tax Preparer Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Friday, December 04, 2020 | 09:00 AM EST View Details/Register
Excel Accountant: Dashboards Part 1
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Comprehensive Guide to Identity Theft with case studies
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Employment Law in a Nutshell – Guidance for your Business
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
QBO for Accountants -Tips and Tricks Course
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
ADVANCED CASH FLOW ANALYSIS
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Friday, December 04, 2020 | 08:00 AM PST View Details/Register
Performance Measurement
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, December 04, 2020 | 12:00 PM EST View Details/Register
How the IRS Analyzes Taxpayer Finances to Determine Ability to Pay
Friday, December 04, 2020 | 12:30 PM EST View Details/Register
Asset Protection Legal and Financial Planning Strategies
Friday, December 04, 2020 | 01:00 PM EST View Details/Register