Research and development (R&D) tax credits and the Employee Retention Credit (ERC) have provided valuable incentives and cash flow to businesses. These tax credits have promoted R&D and encouraged retention of employees during the COVID-19 pandemic. Even with numerous organizations taking advantage of these credits and maximizing their savings opportunities, many organizations are still under-utilizing these tax credits.

Learning Objectives:

• Understand how R&D tax credits work and if your business qualifies
• Learn about the background and application process of ERC
• Identify the opportunities and challenges of various tax credits and how to maximize your organization's savings opportunities
• Understand the IRS approach to R&D and ERC
• Understand recent legislative, judicial, and administrative updates

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 8 hours of CPE, pending approval 
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem-Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None