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FEDERAL & STATE R & D CREDITS Video Conference


This is a 4-hour video conference (4 credits) led by Otto Kunz, CPA, EA, MBA and founder of Tax Credit Advisors, LLC.

Multiple Purchase Discount
Quantity Discount Discounted price
2 + $46.00 $149.00

This bulk pricing will be applied to all 4 hour seminars (excluding Natalie Choate).

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This is a 4-hour video conference (4 credits) led by Otto Kunz, CPA, EA, MBA and founder of Tax Credit Advisors, LLC.

The seminar will explore the current rules for these important incentive programs which are aimed at keeping engineering and manufacturing jobs in the United States. Many taxpayers are unaware that both the federal and MA credits have been significantly enhanced in recent years and now are more important than ever to the bottom lines of manufacturers, software companies, and other firms. Topics include the significant changes that were made to the Federal Research Credit along with changes to project eligibility requirements. Several important changes to the MA state credit for years 2018 and beyond also will be presented. The Federal changes include making the credit a permanent part of the tax code, a permanent offset to alternative minimum tax for certain taxpayers, and enactment of a brand-new payroll tax offset for certain taxpayers.

The qualification requirements for these new provisions will be discussed, as well as the mechanics of applying them to taxpayer returns. This seminar pays special attention to small and mid-size companies across a wide range of qualifying industries, examining how and why these companies now can qualify. Also presented are the various alternative credit calculations, typical credit results, the Research Credit study process, and also the most current audit issues and areas of IRS focus in Research Credit examinations. This fun and interactive session will include real-life examples.

Live Zoom Video Conference  (6/8 1:15pm – 5pm)


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