Are you aiming to expand your firm's service offerings into the lucrative area of R&D tax credits? This course is designed to guide you through the complexities of identifying qualifying clients, determining eligible expenses, and accurately calculating R&D credits. You will also explore the importance of proper documentation and the advantages of partnering with specialized service providers like Instead. This webinar highlights the transformative potential of R&D credits to significantly impact your clients' financial well-being and your firm's profitability. It offers actionable steps for managing the entire R&D credit process, from identification to documentation, and covers the critical aspects of partnering with platforms like Instead for enhanced efficiency. 

By participating in this course, you will gain the knowledge and tools needed to provide value-added R&D tax credit services, enabling your firm's expansion into this rewarding area. 

Learning Objectives:

• Recognize the significant impact of R&D credits on a firm’s financial strategy and recognize the transformative potential for clients and the firm


• Identify eligible clients and expenses for R&D credits, understanding the qualifications and criteria set by regulatory bodies


• List the calculation methods for R&D credits, including the relevant formulae and variables that impact the credit amount


• Determine the importance of supporting documentation in substantiating R&D credit claims and learn best practices in documentation management


• Evaluate the Instead platform and its features for improved efficiency in R&D credit management