TaxOps

[4-hour CPE] See Your Way to R&D Credits

Join Mark Dunning, lead partner at TaxOps Minimization, as he reviews the basic and intermediary elements of claiming the research and development (R&D) credit, including:

This half-day course, available live in-classroom or via ebroadcast, will also cover IRS examination trends and financial statement aspects of claiming the ­credit.

Learning Objectives

Complete this course and be able to:

  • Explain the background of the research and development credit and recent legislation
  • Define qualified research under statutory and case law
  • Distinguish and recognize the issues pertaining to internal-use software
  • Calculate regular and alternative simplified credits, including:
    • Base period
    • Start-up company rules
    • Acquisition and disposition application
    • Controlled groups
  • Reasoning behind contemporaneous documentation
  • Role of the Internal Revenue Service, including:
    • Issue management network/Tier I
    • Examination trends
    • Pre-filing agreements
  • Describe financial statement benefit issues

Choose your date

October 26: Register/details, 8:30 AM - 12:00 PM

December 11: Register/details, 1:00 - 4:30 PM

Register using direct links or by calling CPE4U at 720-389-5900. Ala carte pricing or subscription base. See CPE4U for details. Earn 4.0 credit hours CPE.

Location:

The CPE4U classrooms in Denver are located at 4380 S Syracuse St Ste 110, Denver, CO 80237 (at I-25 and I-225). You may attend in person in our classrooms OR join in a live Internet broadcast of most classes.

About CPE4U Colorado

CPE4U Colorado has been providing excellence in tax education for more than 25 years, offering a wide variety of high quality, affordable continuing education seminars for accountants, enrolled agents, attorneys, and tax return preparers in Denver and several other Colorado cities, taught weekdays from late May through early February.

About Mark Dunning

T. Mark Dunning, CPA, is the managing partner of TaxOps Minimization, which specializes in the R&D credit and other federal and state tax saving areas. He spent 15 years with Ernst & Young, where he was a regional and national leader in the research and development credit area, before moving to TaxOps. He's managed numerous pre-filing agreements with the IRS and is widely recommended by other firms without the qualifications to complete R&D work.