CPAacademy.org | DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX

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Dash.Tax: Learn How to Use Software to Claim R&D Tax Credit for Your Clients

Software Demo Included

Taxes

DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX CREDIT FOR YOUR CLIENTS

This webinar has also been titled: "Intro to Dash.Tax: R&D Credit Software for Startups and Small Businesses" and "Dash.Tax - Simplifying R&D Tax Credits for CPAs in 3 Easy Steps"

Available Date(s)

Wednesday, June 19, 2024: 3:00PM EDT

Thursday, June 20, 2024: 3:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner

Series: Research and Development Tax Credit

Course Description

In this webinar, attendees will get a look at how KBKG's latest innovation, Dash.tax, can help you quickly calculate R&D tax credits for startups and small businesses. We will walk through all the stages and considerations for claiming an R&D tax credit and demonstrate how to calculate tax credits from start to finish.

Learning Objectives:

Evaluate how to determine your client's qualifications for R&D tax credits

Recognize key industries with tax credit opportunities

Identify activities and expenditures eligible for R&D credits

List the top pitfalls for claiming R&D credits

Evaluate how to gain proficiency in Form 6765

Kevin Zolriasatain

KBKG
Principal – R&D Tax Credit Services
kevin.zolriasatain@kbkg.com
(877) 525-4462 X202

Kevin is a Principal and the Practice Leader of KBKG’s Research and Development (R&D) Tax Credit Services. He has over 14 years of consulting experience providing R&D tax credit services to companies of various sizes. Prior to KBKG, he spent nearly a decade at PricewaterhouseCoopers focusing on securing R&D Tax Credits for Fortune 500 companies. Kevin enjoys working with small to mid-size business owners and over his career has documented hundreds of millions of dollars in research credits. He has accumulated extensive experience successfully defending R&D credit claims under IRS and state examination.

His experience spans industries that include: defense contracting, pharmaceutical, biomedical device, internal and external use software, semiconductor, consumer electronics, architecture & engineering, manufacturing, agriculture, food and beverage, entertainment, aerospace, automotive, financial services, chemical, cosmetics, marketing, and telecommunications.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

NASBA Approved

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About Our Presenter

Established in 1999 with offices across the US, KBKG provides turn-key tax solutions to CPAs and businesses. By focusing exclusively on value-added tax services that complement your traditional tax and accounting team, we always deliver quantifiable benefits to clients. Our firm provides access to our knowledge base and experienced industry leaders. We help determine which tax programs benefit clients and stay committed to handling each relationship with care and diligence. Our ability to work seamlessly with your team is the reason so many tax professionals and businesses across the nation trust KBKG.