Does Your Financial Services Company Qualify for R&D Tax Credits?

Webinar Recording

January 23, 2023

This webinar will:

  • Discuss industry trends and examples of qualifying R&D activities within the financial services and fintech sector
  • Address the information gathering for an R&D credit scoping process
  • Detail the proposed changes of Form 6765 and the importance of documentation
  • Recommend best practices for an efficient and effective R&D study

Learning Objectives:

  • Understand Federal and state R&D tax credits and estimate of your credit benefits
  • Learn how to identify qualifying projects based on qualification criteria
  • Discuss the current approach of the IRS to examine research credit claims and future considerations with the increased IRS hiring and proposed changes to Form 6765

Learn more about Cherry Bekaert R&D tax credits services.

Martin Karamon

Tax Credits & Incentives Advisory Leader

Partner, Cherry Bekaert Advisory LLC

Vivian Kohrs

Tax Credits & Incentives Advisory

Director, Cherry Bekaert Advisory LLC

Contributors

Martin Karamon

Tax Credits & Incentives Advisory Leader

Partner, Cherry Bekaert Advisory LLC

Vivian Kohrs

Tax Credits & Incentives Advisory

Director, Cherry Bekaert Advisory LLC