Skip to main content
Mastering Research and Development Tax Credits; Maximizing Claims and Minimizing Risk

Mastering Research and Development Tax Credits; Maximizing Claims and Minimizing Risk

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
Adding to cart… The item has been added

Mastering Research and Development Tax Credits: Maximizing Claims and Minimizing Risk



Course Overview

This comprehensive course is designed to provide participants with a deep understanding of research and development (R&D) tax credits, enabling them to maximize claims and minimize risk. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning approach
  • Practical and real-world applications
  • High-quality content developed by expert instructors
  • Certificate issued upon completion
  • Flexible learning schedule
  • User-friendly and mobile-accessible platform
  • Community-driven learning environment
  • Actionable insights and hands-on projects
  • Bite-sized lessons for easy learning
  • Lifetime access to course materials
  • Gamification and progress tracking features


Course Outline

Module 1: Introduction to R&D Tax Credits

  • Overview of R&D tax credits
  • History and evolution of R&D tax credits
  • Types of R&D tax credits
  • Benefits of R&D tax credits
  • Common misconceptions about R&D tax credits

Module 2: Eligibility and Qualification

  • Eligibility criteria for R&D tax credits
  • Qualifying activities and projects
  • Types of expenses that qualify for R&D tax credits
  • Documentation requirements for R&D tax credits
  • Case studies: Eligibility and qualification scenarios

Module 3: R&D Tax Credit Calculation

  • Overview of R&D tax credit calculation
  • Gross receipts and qualified research expenses
  • Base amount and incremental research expenses
  • Alternative simplified credit (ASC) method
  • Regular credit method

Module 4: Claim Preparation and Submission

  • Preparing and submitting R&D tax credit claims
  • Form 6765: Credit for Increasing Research Activities
  • Form 8820: Credit for Qualified Retirement Savings Contributions
  • Common errors and pitfalls in claim preparation
  • Best practices for claim submission

Module 5: Audit and Examination

  • Overview of R&D tax credit audit and examination
  • IRS audit procedures and guidelines
  • Common audit issues and challenges
  • Documentation and record-keeping requirements
  • Best practices for audit preparation and defense

Module 6: State and International R&D Tax Credits

  • Overview of state R&D tax credits
  • State-by-state comparison of R&D tax credits
  • International R&D tax credits
  • OECD and EU R&D tax credit initiatives
  • Global R&D tax credit trends and developments

Module 7: Advanced Topics in R&D Tax Credits

  • Patent box regimes and R&D tax credits
  • Transfer pricing and R&D tax credits
  • Cost sharing and R&D tax credits
  • Leasing and R&D tax credits
  • Partnerships and R&D tax credits

Module 8: Case Studies and Group Discussions

  • Real-world case studies of R&D tax credit claims
  • Group discussions and debates on R&D tax credit topics
  • Hands-on exercises and activities
  • Q&A sessions with expert instructors
  • Peer-to-peer learning and networking opportunities


Certificate and Continuing Education

Upon completion of the course, participants will receive a certificate issued by The Art of Service. This certificate can be used to demonstrate proficiency in R&D tax credits and can be submitted for continuing education credits.



Target Audience

  • CPAs and accountants
  • Attorneys and tax professionals
  • R&D managers and directors
  • Financial officers and controllers
  • Business owners and entrepreneurs
  • Anyone interested in R&D tax credits
,
!