Technology R&D Tax Credits: What Qualifies and How Technology Companies Can Benefit

Technology companies may be able to benefit from R&D tax credits for qualifying research, software development, and innovation activities. In this episode, Dan Wheadon and Vivian Kohrs discuss the fundamentals of the R&D tax credit and key considerations for technology companies evaluating potential opportunities.

Viewers will learn about:

  • How R&D tax credits apply to technology companies
  • Software development and technology activities that may qualify
  • Eligible costs, including wages, contractors, and cloud computing expenses
  • Payroll tax credit opportunities for qualifying startups
  • Documentation, ownership, and funded research considerations

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Vivian Kohrs headshot

Vivian Kohrs

Tax Credits & Incentives Advisory

Partner, Cherry Bekaert Advisory LLC

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

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