Meet Our Industry Leaders
Deb Roth, CPA
Practice Leader/Managing Director
BIOGRAPHY
Deb Roth is the Managing Director of Research & Development Tax Credit Services for Source Advisors. Her primary responsibilities include executive leadership and oversight of the R&D tax credit practice, professional staff training and development, technical guidance, and process improvements to maximize efficiency.
Deb started her career at PwC and entered the R&D Tax Credit specialty practice in 1995. She has invested over 25 years maximizing R&D tax credits for companies of all sizes, including nine years with PwC and five years establishing an R&D tax credit practice for another firm before joining Source Advisors in 2009. While at PwC, Deb was a Senior Manager in the national R&D tax credit practice specializing in the sales, management and implementation of R&D projects. Deb has served clients in multiple industries including medical, telecom, aerospace, defense, software/hardware, financial services, automotive, industrial equipment, consumer goods and various other industries under the manufacturing umbrella.
Deb has overseen more than 4,300 R&D tax credit projects in various industries resulting in more than $1 billion of tax credits for clients. She maintains an unparalleled technical comprehension of the R&D tax credit, IRS resolution and is a founding member of the National R&E Roundtable. Deb is a CPA and earned her Bachelor of Business Administration and Master of Accountancy degrees from the School of Business at University of Michigan.
Insights Reviewed By Deb Roth
Can the r&d tax credit be used to offset the alternative minimum tax?
The Protecting Americans from Tax Hikes (PATH) Act of 2015 includes provisions that allow certain taxpayers to offset their AMT liability with the R&D tax credit for taxable years beginning on or...
How has the r&d tax credit expanded over the years?
Governments typically incentivize private industry to produce research and development (R&D) as a strategic tool to advance their economies. Initially temporary, the federal R&D tax credit...
How does the r&d tax credit’s “startup provision” work?
R&D TAX CREDIT STARTUP ACTIVITIES AND INDUSTRIES With the expansion of the research and development tax credit over the years, more businesses than ever before engage in activities making them...
How do you calculate r&d expenses?
There are two general methods for computing the Research Tax Credit, the Regular Research Credit (RRC) Method and the Alternative Simplified Credit (ASC) method. Both methodologies are included on...
CHIEF COUNSEL ADVICE MEMORANDUM 20214101F
TECHNICALUPDATE CHIEF COUNSEL ADVICE MEMORANDUM 20214101F October 30, 2021 by DEBORAH ROTH, CPA On Friday, October 15th, 2021, the Internal Revenue Service published Chief Counsel Advice Memorandum...