The Federal and State R&D Tax Credit: How to Reduce the High-Cost of U.S. Labor Expense

This webinar aired on August 14, 2018.

In today’s hyper-competitive business climate, you need every edge that you can get to boost your firm’s after-tax profits.  Beyond the usual ways to increase revenue and contain operating expenses, did you know that there is a little-used research and development (R&D) tax credit that you can use to decrease your firm’s federal and state income tax obligations?

This credit is open to a majority of tax entity structures including C Corporations and Pass-Through entities such as S. Corps, LLC’s, Sole Proprietors and Partnerships.  If you are a U.S. Company and make products and/or services on U.S. soil, then there has to be, has to be, a credit available to you; the only question to answer now is “what is the size of your benefit?”

This webinar provides you with the latest insight on the R&D tax credit that is designed to reduce the high cost of innovation in the United States.  Unfortunately, too many A/E/C firm leaders mistakenly believe that this valuable tax credit does not apply to them.

By joining us for this value-packed webinar, you get:

  • An overview of current rules and legislation governing the R&D tax credit.
  • A clear understanding of exactly how this tax credit applies to the A/E/C industry.
  • Important details on recent law changes and the types of activities and expenses that qualify for the tax credit.
  • Actual examples of how the mechanics of the calculation and statutory exclusions have benefited all types of Design firms.
  • And more!

At the end of this session, you will understand:

  • The Congressional intent of this legislation.
  • What really constitutes a “Qualifying Research Expenditures”.
  • How to estimate potential tax credit benefits.
  • What to expect from an R&D Study.
  • The documentation requirements for this tax credit.

This webinar is sure to challenge the conventional beliefs and assumptions on this tax credit, realign your thinking, and drive curiosity to explore it further.  If you are an A/E/C, Software, Technology, Manufacturing, General Contracting firm CEO, CFO, Controller, VP of Finance, Treasurer, Accounting Manager or Project Manager or if you are an accountant working with these types of firms, you cannot afford to miss this No-cost webinar.

About the Speaker: 

Dawson Fercho is the partner-founder of Corporate Tax Advisors, Inc. He brings over 20 year of consulting experience, 15 years exclusively focused on the Federal Research Tax Credit, working with the accounting industry and small to mid-size manufacturing, technology, engineering, architecture and construction clients.  In his current role for Corporate Tax Advisors, Dawson is responsible for all areas of client service and overseeing CTA’s marketing and business development.  Dawson is also an IRS Enrolled Agent, licensed by the U.S. Treasury, in support of All U.S. Business in areas of taxation; including the Federal Research & Development Tax Credit. Prior to CTA, Dawson held numerous senior level management roles with some of the largest technology and communication firms in the country.

More information about Corporate Tax Advisors is available on their website at

Dawson can be reached at Corporate Tax Advisors via phone 913-461-6179 or via email

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Take the Quiz


Congress defines the Research Credit in Section 41 of the IRC as:


The Credit for Increasing Research Related activities is found in IRC section


The research credit is open to every industry accept for the engineering industry


The Research Credit is primarily driven by


The Research Credit was firs implemented in


Congress says R&D is happening with the development of a new or improved


The 3rd test of the 4-part test is titled


The 4th test of the 4 part test is titled the Process of


AEC firm do not qualify for the R&D credit because they are paid for their services


The R&D tax Credit is in a temporary tax status

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