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:
Corvee
Managing Director of Tax Services
[email protected]
(305) 985-7740
Lucia Valenzuela, Esq. has extensive experience in tax law and credits. Lucia has held various roles in prestigious companies such as Corvee, MGO (Macias Gini & O'Connell LLP), Moss Adams, Law & Stein, LLP, and KPMG. Lucia'sroles have included managing director, partner, tax manager, tax attorney, and senior tax associate. Additionally, Lucia gained valuable experience as a judicial law extern in the U.S. District Courts.