Research & Design Tax Credit: 4 common mistakes interpreting its merits

Wednesday, November 11, 2020, 1:00 – 2:00 PM ET
Presented by Dawson Fercho EA, Vice President Business Development/Co-founder of Corporate Tax Advisors, Inc

This webinar broadcast serves as an overview of current rules and legislation governing the Federal Research and Development (R&D) tax credit, how it applies to the A\E\C industries. Learn 4 common mistakes business leaders, and their trusted financial advisors, make when evaluating the merits and alignment of this incentive within the design industry.

If you are a Shareholder, Principal, Financial Advisor, CPA, CFO, Controller, Owner, Business/OPS Manager, as well as supplier to the AEC industry, this is the educational session for you. If you are curious to find other avenues of reducing overhead rates (specifically direct labor expenses), increasing cash flow, increasing profit-To- Earnings Ratios, permanent tax savings, reduction in effective tax rates, and an alternative source of cash to fund growth in technical-based jobs, this will be the most valuable session of our Summit experience this week.

Learning Objectives:
Upon completion of this education session, participants will be able to:
• Understand more deeply the congressional intent (why it exists) of this federal incentive program
• Understand how Congress defines R&D activity; much different from Wikipedia
• Recognize the types of activities that qualify for the R&D tax credit
• Discuss the mechanics of the tax credit calculation

About your presenter: Dawson Fercho EA, is Vice President of Business Development and Co-founder of Corporate Tax Advisors, Inc., based in CTA’s Kansas City office. Dawson brings over 20 year of consulting experience including 14 years exclusively focused on the Federal Research & Development Tax Credit as well as the 179D Deduction. His work is focused primarily on small to mid-size manufacturing, technology, engineering, architecture, and construction clients. In his current role Dawson is responsible for all areas of CTA’s marketing and business development. Dawson is also proud to be an IRS Special Enrolled Agent, licensed by the U.S. Treasury to practice before the Internal Revenue Service in all our nation’s tax arenas including the Research Tax Credit. Prior to CTA, Dawson held numerous senior level management roles with some of the largest technology and communication firms in the country.