CPE Webinar

Research & Development Tax Credit: Cash Incentives for Making Improvements

July 16, 2020

The Research and Development (“R&D”) Tax Credit is an excellent tax savings tool for companies that engage in product or process development. This tax credit is often overlooked by companies as only pertaining to scientists and labs. However, the actual definition of what qualifies for the R&D credit is much broader. Taxpayers of any size that design, develop, or improve products, processes, techniques formulas, inventions, or software are eligible. In this webinar, our professionals will:

  • Define the R&D tax credit
  • Highlight the activities and related expenses that qualify for the credit
  • Review the impact and opportunities of recent court cases
  • Recognize potential federal and state tax savings for your company

Speakers

  • Ron Wainwright, CPA, Partner, Tax Services, National Leader, Credits & Accounting Methods | Cherry Bekaert LLP
  • Kathleen Erlich, Senior Manager, Credits & Accounting Methods | Cherry Bekaert LLP
  • Forest Corwin, CPA, Manager, Credits & Accounting Methods | Cherry Bekaert LLP

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 50 min = 1.0 Credit
Delivery Method | Webinar
Program Level | Basic 
CPE Category | Taxes

CPE Sponsors Logo*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is canceled or if participants are unable to attend the rescheduled event.

Participants who must cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.