Webinar Details
Course Description
Now is an excellent time to reconsider R&D credits for all eligible companies. Due to the One Big Beautiful Bill (OBBB) Act, the tax treatment of domestic R&D has become more valuable, and companies have new tax planning decisions to make related to R&D expenditures. If your organization is developing or improving products, processes, software, or technology then they may be eligible to claim the credit.
Learning Objectives
- Identify the tax treatment of domestic R&D expenditures.
- Recognize the tax credit eligibility for R&D expenditures and tax planning considerations.
Prerequisites
- None
Who Should Attend
CPAs, CFOs, controllers, and finance/accounting leaders.
Advanced Preparation
None
Presenter Details
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Dave Carter-Hanson, CPA
- Tax Partner, R&D Tax Credit Services, Aprio
Dave is a Partner at Aprio specializing in Research Tax Credits. Aprio’s R&D Practice has more than 30 fully-dedicated R&D specialists, including CPAs, JDs, Technical Writers, and Engineers who conduct 600-800 R&D Credit Studies annually. Dave collaborates with clients to optimize research credit results, while minimizing disruptions to business and tax operations. He has successfully represented many Fortune 500 clients involved in federal and state audits of research tax credits, helping them sustain credits during IRS Exams and Appeals, having successfully defended hundreds of millions of dollars of federal and state credits.
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Nevin Kumar
- Director, Technology Advisory Practice, Aprio
Nevin is a Director in Aprio’s Technology Advisory practice, specializing in NetSuite ERP assessment, strategy, and implementation. Nevin and his team play a key role in assisting organizations ranging from pre-revenue startups to high-growth middle-market companies and enterprise clients across a broad range of industries to design, implement, and optimize NetSuite ERP. His team has led hundreds of ERP evaluations and conversions, guiding clients through complex transformations involving multi-entity, multi-currency and industry specific requirements. His experience enables clients to realize long term value from their ERP investments while navigating strategic growth objectives and improving organizational operational efficiency. ...
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
IRS Approved
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Encoursa LLC is an IRS-approved continuing education provider. Provider #: KKRBE
Date & Time
CPE
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Purchase options
Live Webinar
Navigating R&D Expenditures and Tax Credit Eligibility to Maximize Benefits
Sponsored by NetSuite
- Jan 20, 2026
- 2:00 PM EST
- Credits: 1.00
FREE
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