{"id":15235,"date":"2025-11-12T22:59:27","date_gmt":"2025-11-12T22:59:27","guid":{"rendered":"https:\/\/taxops.com\/?p=15235"},"modified":"2025-11-12T22:59:29","modified_gmt":"2025-11-12T22:59:29","slug":"audit-readiness-an-irs-primer-for-rd-credit-compliance-cpe","status":"publish","type":"post","link":"https:\/\/taxops.com\/audit-readiness-an-irs-primer-for-rd-credit-compliance-cpe\/","title":{"rendered":"Audit Readiness: An IRS Primer for R&amp;D Credit Compliance CPE"},"content":{"rendered":"\n<div style=\"height:41px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"498\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/11\/December-4th-830-920-AM-1024x498.png\" alt=\"\" class=\"wp-image-15245 lazyload\" data-srcset=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/11\/December-4th-830-920-AM-980x476.png 980w, https:\/\/taxops.com\/wp-content\/uploads\/2025\/11\/December-4th-830-920-AM-480x233.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><noscript><img decoding=\"async\" width=\"1024\" height=\"498\" src=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/11\/December-4th-830-920-AM-1024x498.png\" alt=\"\" class=\"wp-image-15245 lazyload\" srcset=\"https:\/\/taxops.com\/wp-content\/uploads\/2025\/11\/December-4th-830-920-AM-980x476.png 980w, https:\/\/taxops.com\/wp-content\/uploads\/2025\/11\/December-4th-830-920-AM-480x233.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/noscript><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><em>Join Mark Dunning for a session on audit readiness for R&amp;D credits, where he\u2019ll unpack the IRS\u2019s evolving expectations around nexus, business component documentation, and contemporaneous recordkeeping. Learn practical strategies to build a defensible audit trail, improve cross-functional collaboration, and protect your R&amp;D credit claims amid expanded reporting requirements.<\/em><\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Audit Readiness: An IRS Primer for R&amp;D Credit Compliance<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">December 4 | 8:30 am \u2013 9:20 am | 1 CPE credit\u00a0<\/h3>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-align-center wp-element-button\" href=\"https:\/\/cocpa.org\/catalog\/events\/13976214-audit-readiness-an-irs-primer-for-rd-credit-compliance-2025-04-12\">Registration<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Audit readiness is not optional when it comes to R&amp;D credits\u2014it\u2019s essential. In this final session of our 3-part series, we\u2019ll focus on the IRS\u2019s evolving expectations around nexus, business component documentation, and contemporaneous recordkeeping. With expanded reporting requirements now in effect, businesses must implement more rigorous tracking and documentation processes to support their claims and withstand IRS review. Mark Dunning, partner at TaxOps, will break down what the IRS is really asking for when it comes to business components by activity and how to build a defensible audit trail through contemporaneous documentation. This session will also explore the role of cross-functional collaboration\u2014especially with engineering and accounting teams\u2014in identifying gaps, improving data quality, and reducing audit risk. Whether you\u2019ve already received an IRS notice or want to stay ahead of compliance challenges, this webinar will equip you with practical strategies to protect your R&amp;D credit claims.\u00a0<\/p>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Learning Objectives<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Interpret IRS expectations for documenting business components by activity to establish proper nexus for R&amp;D credit claims.\u00a0<\/li>\n\n\n\n<li>Develop a defensible audit trail using contemporaneous documentation practices aligned with IRS standards.\u00a0<\/li>\n\n\n\n<li>Identify red flags in third-party R&amp;D credit methodologies and evaluate associated compliance risks.\u00a0<\/li>\n\n\n\n<li>Formulate appropriate responses to IRS notices involving uncertain tax positions.\u00a0<\/li>\n\n\n\n<li>Implement strategies to mitigate Section 174 capitalization impacts and coordinate internal teams for audit readiness.\u00a0<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Major Topics<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>IRS expectations for nexus and business component documentation\u00a0<\/li>\n\n\n\n<li>Contemporaneous recordkeeping and audit trail best practices\u00a0<\/li>\n\n\n\n<li>Risk evaluation of aggressive credit methodologies\u00a0<\/li>\n\n\n\n<li>Response strategies for IRS correspondence and tax position disclosures\u00a0<\/li>\n\n\n\n<li>Section 174 capitalization planning and cross-functional compliance coordination\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Presenters<\/h4>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/taxops.com\/allen-gregory\/\" target=\"_blank\" rel=\"noopener\" title=\"Allen Gregory\">Mark Dunning<\/a>,<\/strong> Partner,<strong> <\/strong><a href=\"https:\/\/taxops.com\/\" target=\"_blank\" rel=\"noopener\" title=\"TaxOps\">TaxOps<\/a>, <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Read more<\/h2>\n\n\n<ul class=\"wp-block-latest-posts__list wp-block-latest-posts\"><li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/taxops.com\/auditor-independence-in-the-age-of-private-equity\/\">Auditor Independence in the Age of Private Equity: What CFOs Need to Know<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/taxops.com\/r-d-credits-for-software-companies\/\">R&amp;D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/taxops.com\/section-174-decoupling-what-tax-pros-need-to-know-state-by-state\/\">Section 174 Decoupling: What Tax Pros Need To Know State By State<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/taxops.com\/sean-espy-new-partner\/\">TaxOps Welcomes Sean Espy as Partner, Tax Minimization<\/a><\/li>\n<li><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/taxops.com\/state-nexus-demystified-navigating-tax-compliance-after-wayfair-episode-1-2\/\">Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Join Mark Dunning for a session on audit readiness for R&amp;D credits, where he\u2019ll unpack the IRS\u2019s evolving expectations around nexus, business component documentation, and contemporaneous recordkeeping. Learn practical strategies to build a defensible audit trail, improve cross-functional collaboration, and protect your R&amp;D credit claims amid expanded reporting requirements. Audit Readiness: An IRS Primer for [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":15246,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","spt_transcript":"","footnotes":""},"categories":[225,228,382,229,78,226],"tags":[252,1145,1164,284,12,1144,126,26,265,1135,50,1134,18,19,1136,30,810,101,799,605,613,79,620,80,1138,1137,237],"class_list":["post-15235","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events","category-federal-tax","category-main-tax-min","category-state-and-local","category-tax-savings","category-tax-news","tag-accountant","tag-advocate","tag-business-competition","tag-cfo","tag-colorado","tag-colorado-society-of-cpa","tag-cpa","tag-cpe","tag-finance-professional","tag-iaas","tag-research-credit","tag-saas","tag-sales-and-use-tax","tag-sales-tax","tag-software-providers","tag-state-and-local-tax","tag-state-income-tax","tag-state-tax","tag-tax-advisor","tag-tax-automation","tag-tax-credits","tag-tax-preparer","tag-tax-professionals","tag-tax-provider","tag-tax-tools","tag-tax-vendors","tag-technology"],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/taxops.com\/wp-content\/uploads\/2025\/11\/Audit-Readiness-Mark-December-4-2025.png","_links":{"self":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/15235","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/comments?post=15235"}],"version-history":[{"count":5,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/15235\/revisions"}],"predecessor-version":[{"id":15247,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/15235\/revisions\/15247"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media\/15246"}],"wp:attachment":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media?parent=15235"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/categories?post=15235"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/tags?post=15235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}