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R&D Tax Credits: Form 6765, Section 174, and Best Practices

R&D TAX CREDITS: FORM 6765, SECTION 174, AND BEST PRACTICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 30, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join us for an in-depth exploration of the latest updates to R&D Form 6765 and the implications of Section 174 changes. This course is designed to equip tax professionals and business leaders with the knowledge and strategies needed to navigate the evolving IRS environment. Discover the driving forces behind these changes, gain insights into compliance strategies, and learn best practices to optimize and sustain R&D credit claims during IRS examinations.

Learning Objectives:


  • Identify the nuances of the current IRS environment and its influence on R&D credit claim procedures

  • Analyze and adapt to the present and forthcoming requirements of Form 6765 regarding R&D tax credits

  • Recognize effective approaches for collating elusive data essential for claims

  • Evaluate established techniques for optimizing audits and maintaining R&D credits during IRS assessments

  • List latest Section 174 legislation revisions and comprehend their ramifications



 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Richard Kleban

Sycamore Growth Group
Founder and President
[email protected]
(614) 975-1280

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Rick Kleban is the founder and president of Sycamore Growth Group, a Dublin, Ohio-based firm that specializes in helping small and medium-sized businesses, primarily manufacturing companies, attain and substantiate R&D tax credits. He assists companies in identifying eligible R&D expenses and oversees a talented team of professionals who substantiate how each underlying project and associated expenses meet the requirements of Section 41.

About Our Presenter

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Sycamore Growth Group specializes in identifying and substantiating Research and Development tax credits (R&D) and other economic incentives for clients. These incentives help fund job growth, job training, and maximize cash flow.  Because of their expertise in securing public incentives, they are able to simplify and streamline the process for clients. In addition, due to their detailed and comprehensive process, they are usually able to identify and substantiate greater credits for clients than they have been able to previously obtain. Sycamore manages all aspects of working with public entities to obtain valuable credits for clients. They provide services to those in Manufacturing, BioTech, Construction, Software, Aerospace, Food & Beverage, Agribusiness, Automotive, Defense, Engineering, Energy, and HVAC Design.