Research & Design Tax Credits: Why Designers Qualify

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This 4 module virtual workshop serves as an overview of current rules and legislation governing the Federal Research and Development (R&D) tax credit, how it applies to the AEC industries. Learn about recent law changes and the types of activities that qualify for the R&D tax credit and expenses included in the tax credit calculation.

If you purchase this virtual workshop, all 4 modules are included!

If you are a Shareholder, Principal, Financial Advisor, CPA, CFO, Controller, Owner, Business/OPS Manager, as well as supplier to the AEC industry, this is the educational session for you. If you are curious to find other avenues of reducing overhead rates (specifically direct labor expenses), increasing cash flow, increasing profit-To- Earnings Ratios, permanent tax savings, reduction in effective tax rates, and an alternative source of cash to fund growth in technical-based jobs, this will be the most valuable session of our Summit experience this week.

Learning Objectives

Upon completion of this education session, participants will be able to:

• Understand more deeply the congressional intent (why it exists) of this federal incentive program
• Recognize the types of activities that qualify for the R&D tax credit
• State expenses that can be included in the tax credit calculation
• Discuss the mechanics of the tax credit calculation
• IRS audit landscape

Session Schedule

Module 1: November 19th, 2019 at 2 PM EST

Why Designers Qualify- R & D 101

Module 2: January 14th, 2019 at 2 PM EST

Why Designers Qualify- Mechanics: Qualification, Quantification, Computation of Research

Module 3: February 12th, 2020 at 2 PM EST

Why Designers Qualify- Financial Risks in R&D

Module 4: March 12th, 2020 at 2 PM EST 

Why Designers Qualify- Tax Issues & the Research/Design Tax Credit

Presenter Bio

Dawson Fercho: Vice President of Business Development, CTA

Dawson is a partner and founder of Corporate Tax Advisors, Inc. He is also an IRS Enrolled Agent admitted to practice before the Internal Revenue Service and licensed by the US Department of Treasury.

Dawson brings over 20 years of consulting experience, 15 years exclusively focused on the Federal Research Tax Credit, working with small to mid-size manufacturing, technology, engineering, architecture and construction clients.