CPE Webinar

Does Your Financial Services Company Qualify for R&D Tax Credits?

calendar icon January 18, 2023

Did you know the federal government and most state governments offer research and development (R&D) tax credits and savings? Many financial services and financial technology companies are required to pay federal and state tax liabilities, yet are unaware of the various beneficial tax incentive programs.

Does Your Financial Services Company Qualify for R&D Tax Credits?

Date: Wednesday, January 18 at 2 PM – 3 PM EST

Join Cherry Bekaert’s R&D team to learn how financial services and financial technology companies can take advantage of R&D credits and tax savings. Our speakers will help you understand the Federal and state R&D tax credit requirements and the changing landscape of additional documentation around qualifying research expenditures by business components, research activities, and description of qualified research performed.

The webinar will:

  • Discuss industry trends and examples of qualifying R&D activities within the financial services and fintech sector
  • Address the information gathering for an R&D credit scoping process
  • Detail the proposed changes of Form 6765 and the importance of documentation
  • Recommend best practices for an efficient and effective R&D study

Learning Objectives:

  • Understand Federal and state R&D tax credits and estimate of your credit benefits
  • Learn how to identify qualifying projects based on qualification criteria
  • Discuss the current approach of the IRS to examine research credit claims and future considerations with the increased IRS hiring and proposed changes to Form 6765

CPE Accreditation Information

Delivery Method | Group Internet Based
Recommended CPE credit | Up to 1 hour of CPE, pending approval
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem Solving
Prerequisites | None
Program Level | Basic
Advanced Preparation | None


Martin Karamon, J.D., LL.M | Partner, Cherry Bekaert
Vivian Kohrs, CPA | Director, Cherry Bekaert

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

  • Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
    • There will be 4 polling questions per hour of each session.
    • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
    • Polling questions will not be announced in advance.
    • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
    • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
    • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
    • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry 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