The R&D Tax Credit: Navigating Changes Impacting Your Business

  • On-Demand Webcast

Claiming the R&D tax credit has historically provided businesses making significant investments in innovation an opportunity to recoup costs by way of a tax credit. However, recent legislative changes could significantly impact the incentives to invest moving forward.

Watch this on-demand webcast as our tax pros walk you through the intricacies of the R&D tax credit and discuss the essentials of claiming the credit, recent changes, the landscape of IRS scrutiny and ways to position your business for success in the ever-evolving R&D tax environment.

Gain insight into:

  • Qualifying activities and expenditures under the four-part test
  • Documentation required to claim the credit
  • Methods for calculating the credit amount
  • Nuances of Section 174 and how it impacts the capitalization and amortization of specified research and experimental (SRE) expenditures
  • Changes to reporting requirements beginning in tax year 2024
  • Substantiation requirements driven by several pieces of new case precedent


Subscribe for more VIEWPoints