Claim R&D Tax Credits to Help Fund Digital Transformation

What if companies could fund part of their digital transformation with federal and state tax credits for increasing Research and Development activities?  In this session, Brooks and Sarah and their guests take a closer look at the intersection of digital transformation and R&D tax credits. Nita Sanger, Director with Cherry Bekaert’s Digital Advisory Services talks about her work helping companies changing their current business practices and tools to 21st century data and technology. Daniel Mennel, Tax Partner with the Firm’s Credits & Accounting Methods Services, discusses his work assisting companies to identify and maximize opportunities for R&D tax credits.

 Chapter Markers:

  • 3:45 Defining Digital Transformation
  • 7:19 Principles of R&D tax credits
  • 14:30 A typical project for CB Digital
  • 18:06 Opportunities for R&D tax credits
  • 25:21 Closing remarks

View All Tax Beat Podcasts

 

Brooks E. Nelson headshot

Brooks E. Nelson

Tax Services

Partner, Cherry Bekaert Advisory LLC

Sarah McGregor headshot

Sarah McGregor

Tax Services

Director, Cherry Bekaert Advisory LLC

Past Episodes

Cherry Bekaert Digital Journeys Podcast thumbnail

Podcast

July 1, 2025

29:35

Speakers: Roy Nicholson, Paul White

Explore Sage 100 Contractor and Sage 300 CRE to track committed costs, streamline accounting, and boost profitability in construction projects.

Cherry Bekaert Professional Services Podcast thumbnail

Podcast

June 19, 2025

13:52

Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier

Gain practical advice on handling business interruption insurance claims, understanding key coverages, and working with forensic accountants.