Tax Controversy and Audits of R&D Tax Credits

4.3 (115)

Justin DiLauro

BRAYN Consulting LLC

Thursday, December 17, 2020 | 12:00 PM EST

  • CPA
  • EA
  • CTEC
  • TAX PROS

Credits: 1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Financial leaders love IRS audits about as much as they love paying taxes, which is to say, of course, they don't. At least with taxes, a firm can rely on their CPA to be prepared and knowledgeable about the process and requirements. 

How about an IRS audit? Audits don't happen very often, but firms need to be prepared and have a knowledgeable team in place, particularly when claiming specialty tax incentives.

Both these situation calls for your business practices to be well oiled machine. It is only possible when you are prepared for them with documents and procedural effectiveness. 

Key Topics include:

  • IRS Audit and Exam Basics
  • Audit Technique Guide(s) & Information Document Requests (IDRs)
  • Qualification criteria and exclusions
  • Documentation
  • Relevant & Recent Court Cases

This webinar will provide an overview of IRS examinations and related tax controversy topics for R&D Tax Credit claims pursuant to Internal Revenue Code Section 41. 

Learning Objectives

  • Effectuate necessary changes in future tax incentive claims to better Position Company and owners in case of audit.
  • Learn how to leverage the right kind of internal systems and existing documents to properly substantiate tax incentive claims.
  • Understand projects under contract can qualify for R&D Tax Credits not solely based on the TYPE of contract, but on the actual RIGHTS and RISK.
  • Celebrate a few positive outcomes from recent court cases and IRS guidance.

Who Should Attend?

  • Tax Attorney
  • Tax Practitioners
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Senior Accountant
  • Tax Managers
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm

Testimonial

4.3

(115)
42%
47%
9%
2%
1%

YJ

Great !

DB

Although I do not deal with R & D at this time I am looking to expand my business and believe this information will be very helpful in doing so.

RM

Very thorough presentation.

KL

thanks

MH

Thank you

CKG

awesome