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Mastering R&D Tax Credits: ​Elevate Your Practice
Taxes

MASTERING R&D TAX CREDITS: ​ELEVATE YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 6, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
Enrolled Agent
Small Business Owner
Series: Research and Development Tax Credit
Course Description

Join us for an insightful session on mastering R&D tax credits, designed to elevate your practice and enhance your understanding of this valuable financial incentive. This course will cover the history and updates to the R&D tax credit, qualification criteria, optimization strategies, and defensibility. Our expert speakers, including Jordan Peck, CPA Sr. Tax Credit Analyst, and Essie Baird, Sr. Partner Account Executive, will guide you through the intricacies of the R&D tax credit, providing practical insights and actionable strategies to maximize your benefits. Whether you're looking to start an R&D tax practice or optimize your existing one, this course is tailored to meet your needs. 

Learning Objectives:


  • Review the origins of the R&D tax credit and key legislative changes, including form 6765 updates/changes, and their impacts on businesses

  • State the qualification criteria for the R&D tax credit and how to identify eligible projects and expenses 

  • Outline strategies to optimize the R&D tax credit and maximize its benefits for your business 

  • Express the importance of documentation and how to maintain compliance with IRS requirements 

  • Determine methods to ensure the defensibility of your R&D tax credit claims and avoid common mistakes

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jordan Peck, CPA

TriNet Clarus R+D
Senior Tax Credit Analyst
[email protected]
(614) 706-3366

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Jordan is a licensed CPA serving as a Senior Tax Credit Analyst for TriNet Clarus R+D. Jordan helps clients complete defensible and compliant R&D studies utilizing Clarus' easy-to-use software. Jordan has spent his entire professional career working in the R&D credit space and has helped clients claim more than $40 million in credits. He completed his BS in Accounting from the University of Charleston.

John Burcu

TriNet Clarus R+D
Senior Tax Credit Specialist
[email protected]
(614) 706-3366

Claruslogo

John is a Senior Tax Credit Specialist for Clarus R+D.  He has extensive experience in various industries including manufacturing, insurance, and agriculture through his earlier work at both CliftonLarsonAllen and KPMG. John earned a BS in Accounting and Business Management from Walsh University.

About Our Presenter

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TriNet provides small and midsize businesses with an HR solution so they can free themselves from the complexities of HR and focus on their goals. As their trusted HR business partner, TriNet assumes many of the responsibilities of being an employer and helps these companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR. TriNet offers bundled HR products, along with additional cloud products and strategic services, resulting in a comprehensive and empowering solution.