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

Tax Services

Partner, Cherry Bekaert Advisory LLC

Sarah McGregor

Tax Services

Director, Cherry Bekaert Advisory LLC

Past Episodes

Podcast

November 8, 2024

26:55

Speakers: Kurt Manske

Dive into the HITRUST framework, exploring its certifications, benefits, and why it's essential for achieving industry compliance and strong security.

Podcast

November 7, 2024

22:13

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.

Podcast

November 7, 2024

15:03

Speakers: Lauren Stinson

Discover how sales tax automation simplifies compliance, reduces audit risks, and streamlines tax management with solutions like Avalara.