Preparing Form 6765 for the R&D Credit: IRS Challenges and Proposed Updates
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will update practitioners on the latest requirements for claiming the research and development (R&D) credit. Our notable panel of federal tax credit specialists will review recent updates to the Form 6765, Credit for Increasing Research Activities, proposed changes to the form, responding to current IRS challenges, and meeting the complex criteria to qualify for the R&D tax credit.
Outline
- Form 6765, Credit for Increasing Research Activities: introduction
- Qualifying activities and expenses
- Calculating the credit
- Regular credit
- Alternative simplified credit
- Payroll liability offset, Form 8974
- Proposed changes to Form 6765
- IRS challenges
- Preparing the form
- Examples and illustrations
- State credits
- Best practices
Benefits
The panel will review these and other critical issues:
- Illustrative examples including preparation of Form 6765, Credit for Increasing Research Activities
- When a business should consider claiming the reduced credit under Section 280C
- Recently proposed updates to Form 6765
- Which R&D tax credit computation method to consider
- Meeting current IRS criteria for properly applying for the R&D credit
Faculty
Tetyana Guguchkina
Director, Research and Development Tax Credit
KBKG
Ms. Guguchkina is a Director with KBKG working for the Research and Development (R&D) Tax... | Read More
Ms. Guguchkina is a Director with KBKG working for the Research and Development (R&D) Tax Credit department. She advises clients on tax matters related to federal and state research and development tax incentives. Tetyana has more than 10 years of tax compliance experience in public accounting.
CloseJonathan Tucker, MAcc
Principal
KBKG
Mr. Tucker is based in Atlanta, GA, and has over 18 years of experience providing federal business tax advisory... | Read More
Mr. Tucker is based in Atlanta, GA, and has over 18 years of experience providing federal business tax advisory services, primarily in R&D tax credits and fixed asset/cost segregation reviews, to clients in various industries including technology, manufacturing, transportation, healthcare, retail and consumer products, hospitality, media and entertainment, financial, and other professional services industries. Prior to joining KBKG to lead the southeast region, he spent four years at EY as a senior manager in their business tax advisory group, and prior to that, spent 11 years at PwC as a director in their specialized tax services group. At both EY and PwC, Mr. Tucker provided support to clients with implementation of specialized tax consulting projects including research and development tax credit studies, tangible property capitalization, section 199 deductions, meals and entertainment studies, cost segregation studies, transaction cost analysis and various tax accounting methods, including revenue and expense recognition. Mr. Tucker primarily works in the research and development tax credit, capitalization, cost segregation, and meals and entertainment areas. He is involved with consulting, technical review, training, project management and representation before the IRS.
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CPE On-Demand