{"id":3752,"date":"2020-11-18T16:46:00","date_gmt":"2020-11-18T16:46:00","guid":{"rendered":"https:\/\/sarahf10.sg-host.com\/?p=3752"},"modified":"2021-02-23T14:13:41","modified_gmt":"2021-02-23T14:13:41","slug":"research-development-credit-maximizing-credits-legislative-updates-and-audit-trends","status":"publish","type":"post","link":"https:\/\/taxops.com\/research-development-credit-maximizing-credits-legislative-updates-and-audit-trends\/","title":{"rendered":"Research &#038; Development Credit: Maximizing credits, legislative updates, and audit trends"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>Join&nbsp;<a href=\"https:\/\/taxops.com\/minimization\/\">TaxOps Minimization<\/a>&nbsp;Managing Partner&nbsp;<a href=\"https:\/\/taxops.com\/team\/mark-dunning\/\">Mark Dunning<\/a>&nbsp;as he takes a deep dive into research and development credits, sponsored by <\/em><a href=\"https:\/\/www.cpe4ucolorado.com\/seminar\/detail\/7663\"><em>CPE4U<\/em><\/a>.<em>&nbsp;<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"744\" height=\"400\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/taxops.com\/wp-content\/uploads\/2020\/11\/RD-CPE4U.png\" alt=\"Mark Dunning and CPE4U present Research &amp; Development Credits: Maximizing Credits, Updates, and Audit Trends\" class=\"wp-image-5417 lazyload\" data-srcset=\"https:\/\/taxops.com\/wp-content\/uploads\/2020\/11\/RD-CPE4U.png 744w, https:\/\/taxops.com\/wp-content\/uploads\/2020\/11\/RD-CPE4U-480x258.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 744px, 100vw\" \/><noscript><img decoding=\"async\" width=\"744\" height=\"400\" src=\"https:\/\/taxops.com\/wp-content\/uploads\/2020\/11\/RD-CPE4U.png\" alt=\"Mark Dunning and CPE4U present Research &amp; Development Credits: Maximizing Credits, Updates, and Audit Trends\" class=\"wp-image-5417 lazyload\" srcset=\"https:\/\/taxops.com\/wp-content\/uploads\/2020\/11\/RD-CPE4U.png 744w, https:\/\/taxops.com\/wp-content\/uploads\/2020\/11\/RD-CPE4U-480x258.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 744px, 100vw\" \/><\/noscript><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote has-text-align-center is-layout-flow wp-block-quote-is-layout-flow\"><p>Catch the last Denver date of the year!<\/p><p><strong>December 8<\/strong><\/p><p>1:00 &#8211; 4:30 pm MT<\/p><p>CPE 4 credits<\/p><p>Intermediate course<\/p><\/blockquote>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link\" href=\"https:\/\/www.cpe4ucolorado.com\/Seminar\/detail\/8217\" target=\"_blank\" rel=\"noreferrer noopener\">Register for December 8 Class<\/a><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Veteran instructor Mark Dunning goes beyond the basics to really dig into the details on research and development (R&amp;D) credits in this 4 credit class. The course will review the basic and introduce the intermediary levels of claiming the R&amp;D credit, including how qualified research is defined, the various details of the credit calculations, and properly supporting or documenting such claim. This course will also highlight IRS examination trends and concerns as well as financial statement aspects of claiming the ?credit. Attend live or online.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Learning Objectives<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After completing this course the participant will be able to:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Explain the background of the research and development credit and recent legislation<\/li><li>Define qualified research under statutory and case law<\/li><li>Distinguish and recognize the issues pertaining to internal-use software<\/li><li>Calculate regular and alternative simplified credit, including base period, start-up company rules, acquisition and disposition application, and controlled groups<\/li><li>Explain the need for contemporaneous documentation<\/li><li>Recognize the role of the IRS in issue management network\/Tier I, examination trends, and pre-filing agreements<\/li><li>Describe financial statement benefit issues<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Instructor<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/taxops.com\/team\/mark-dunning\/\">Mark Dunning<\/a>,<\/strong>&nbsp;CPA, is the managing partner of <a href=\"https:\/\/taxops.com\/minimization\/\">TaxOps Minimization<\/a>, an affiliate of TaxOps, LLC, which specializes in the R&amp;D credit and other tax minimization project areas, including domestic production activities deduction, tangible property regulations, uniform capitalization rules, and meals and entertainment studies. He served as a tax practitioner for more than two decades, including 15 years with a Big 4 firm where he was a regional and national leader in the research and development credit area. He managed four IRS pre-filing agreement projects that the IRS had granted and closed in the research credit area nationwide.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Let&#8217;s Talk Tax<\/h3>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><a href=\"https:\/\/taxops.com\/team\/judy-vorndran\">Mark Dunning<\/a>&nbsp;can be reached at&nbsp;<a href=\"mailto:mdunning@sarahf14.sg-host.com\" target=\"_blank\" rel=\"noreferrer noopener\">mdunning@sarahf14.sg-host.com<\/a>&nbsp;or 720.227.0420.&nbsp;<\/p><\/blockquote>\n\n\n\n<div style=\"height:64px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">More Tax News<\/h3>\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>\n\n<p><!--EndFragment--><\/p>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Join&nbsp;TaxOps Minimization&nbsp;Managing Partner&nbsp;Mark Dunning&nbsp;as he takes a deep dive into research and development credits, sponsored by CPE4U.&nbsp; Catch the last Denver date of the year! December 8 1:00 &#8211; 4:30 pm MT CPE 4 credits Intermediate course Veteran instructor Mark Dunning goes beyond the basics to really dig into the details on research and development [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":5417,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","spt_transcript":"","footnotes":""},"categories":[225,78,226],"tags":[81,26,430,45,467,505,506,545,48,49,50,354],"class_list":["post-3752","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events","category-tax-savings","category-tax-news","tag-audit","tag-cpe","tag-cpe4u","tag-credit","tag-federal-research-credit","tag-mark-dunning","tag-maximizing-credit","tag-qualify-expenses","tag-rd","tag-research-and-development","tag-research-credit","tag-section-41"],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/taxops.com\/wp-content\/uploads\/2020\/11\/RD-CPE4U.png","_links":{"self":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/3752","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=3752"}],"version-history":[{"count":1,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/3752\/revisions"}],"predecessor-version":[{"id":6994,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/3752\/revisions\/6994"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media\/5417"}],"wp:attachment":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media?parent=3752"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/categories?post=3752"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/tags?post=3752"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}