Education & Training
For firms that want continuing education credits or refreshers on fundamentals.
Our Education & Training (TRAIN) service is our foundational offering, providing your team with continuing education credits or refresher training on fundamentals, delivered through NASBA-certified materials. We offer a multi-part course on the R&D credit and can design a custom course tailored to your business's tax credit and incentive needs. These courses can be offered on demand or via a web platform of your choice. Below are the courses we currently have.
Current Courses
R&D Tax Credit Overview
The Credit for Increasing Research Activities (R&D Tax Credit) is a general business tax credit under Internal Revenue Code Section 41 for companies that incur research and development (R&D) costs in the United States.
This course provides an overview of the history of the creative, its role in the modern economy, and ways it can benefit your firm and your clients' businesses.
1 Credit Hour
R&D Tax Credit - Qualification & Quantification
This course builds on the foundational knowledge from the R&D Tax Credit overview course and focuses on the qualification and quantification of R&D activities. You’ll leave with an understanding of how to calculate the R&D tax credit and how to differentiate between eligible and non-eligible activities.
1 Credit Hour
The Calculation and Compliance course provides a detailed explanation of the statutory methods of calculating the R&D tax credit, covering factors that may affect the credit amount, including the type of research activities, associated expenses, and the taxpayer’s entity type.
This course offers an in-depth look at calculation methods and a practical overview of return preparation for claiming the R&D tax credit, emphasizing the required forms and necessary documentation.
1 Credit HourR&D Tax Credit - Calculation, Compliance & Entity Strategies
The One Big Beautiful Bill Act introduced key updates to Section 174. Notably, it requires only foreign R&D expenditures be amortized, whereas domestic R&D expenses may now be fully expensed under Section 174A. As a result, the treatment of R&D expenses became favorable for many industries.
1 credit hours