Deborah Roth
Riz Malik
Max Vignola

CPE: R&D Tax Credit &

Each year, thousands of companies take advantage of the R&D tax credit to increase cash flow, drive down effective tax rates and increase their bottom line, which is why the R&D tax credit is one of the most substantial tax credits available to your clients.

February 3rd, 2022 1pm-2pm CST/2pm-3pm EST

Presenters: Deborah Roth, Alex Pak, Riz Malik, Max Vignola

This course will provide an overview of The R&D Tax Credit & Automated Software including what activities and costs qualify for the credit along with R&D tax credit calculation concepts. We will also discuss the latest guidance released this October by the IRS and how it may change the documentation included in an R&D tax credit study.


After this course, the participant will become familiar with:
a) Basic R&D tax credit principals
b) How a client will use the DIY R&D platform
c) How to identify ideal candidates for
d) The team!


Please register for R&D Tax Credit & Automated Software on February 3rd, 2022 1pm-2pm CST/2pm-3pm EST at: