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Prepare for New Requirements for R&D Claims

December 15, 2021 @ 1:00 pm - 2:00 pm EST

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Register

START TIME: December 15, 2021 10:00 AM PT
DURATION: 1 hour
LOCATION: Online
CREDITS: 1
CONTACT: Maja Baran, Moss Adams, (858) 627-5581
COST TO ATTEND: Complimentary

The Internal Revenue Service (IRS) Field attorney advice outlines new documentation standards for Internal Revenue Code (IRC) Section 41, Research Credit Refund Claims. Failure to comply with the new guidance could result in your refund claim being rejected.

Join us for our webcast, in which we’ll explore the new guidance and its implications on taxpayers looking to file a refund claim for research credits. We’ll provide the latest updates surrounding this topic, including:

  • What information a taxpayer must include when filing a refund claim
  • What format a taxpayer must use when providing this information
  • What impact this has, if any, on the statute of limitations

REGISTER

Speakers

Star Fischer, CPA, Partner, Moss Adams

Star has practiced public accounting since 2001 and provides R&D tax services to middle-market companies. She has provided consulting in the areas of federal and state R&D tax credits, R&D expense deductions, and IRS and state exams of R&D tax credits. Star has significant experience working with S corporations and partnerships claiming the credit and understands the unique opportunities and challenges facing these types of entities.

Travis Riley, Principal, Moss Adams

Travis has provided research tax credit studies to companies claiming R&D credits since 2006. He’s a leader in the firm’s R&D practice in California, helping both companies and business owners save millions of dollars in taxes each year. Travis has significant experience helping companies identify, increase, document, and support claims related to R&D tax credits, orphan drug credits, and other R&D incentives.

CPE Information

PROGRAM LEVEL: Overview
CREDITS: Taxes: 1
DELIVERY METHOD: Webcast
LEARNING OBJECTIVES:
After completing this training, participants will be able to describe what information a taxpayer must include when filing a refund claim; identify what format a taxpayer must use when providing this information; and explain what impact this has, if any, on the statute of limitations.
PREREQUISITES: None
REFUND POLICY: For more information about administrative policies regarding CPE, refunds or complaints, please contact Maja Baran at (858) 627-5581 or send them an email.
Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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