In place since 1981, the federal R&D tax credit is an immediate source of cash (the ‘juice’) for businesses of all sizes. Yet more than 80% of credits are claimed by just a few of the nation’s largest companies. Startups and SMBs often miss out on this incentive, despite their significant investments in qualified innovation.
This course will address the unique challenges faced by small to mid-sized companies when trying to justify the resources required (the ‘squeeze’) to claim the often misunderstood R&D benefit. Join us for a deep dive into the types of work that qualify, as well as the various calculation methods and monetization strategies. There has never been a better time to claim the R&D credit than right now, especially for growing businesses.
Course Objectives:
- Separate fact from myth about the R&D tax credit, especially as it relates to startups and small businesses
- Identify qualified versus non-qualified activities, including the expanded pool of qualifying software projects
- Differentiate calculation methods and discuss examples
- Define important IRS documentation requirements
- Understand the options for monetizing R&D credits
Monika Diehl
TriNet Clarus R+D
Divisional Vice President of Tax
[email protected]
(614) 545-9100
Monika serves as the Divisional Vice President of Tax for TriNet Clarus R+D. She is a CPA and holds a Master of Taxation from Capital University Law School. Monika has extensive business tax experience and worked in internal audit earlier in her career reviewing business processes. She is excited about the opportunity at Clarus to talk with businesses about their projects and to work with them to use their investment in innovation to reduce the amount of tax they pay. Monika has a BS in Accounting from The Ohio State University, and lives in Bexley, Ohio with her family.
Jeff Haskett
TriNet Clarus R+D
President
[email protected]
6142265068
Jeff co-founded Clarus R+D and serves as its President. He has a passion for helping young companies and driving innovation and sees Clarus as the perfect opportunity to do both. Jeff has a deep background in management consulting, product development, strategy, and early-stage ventures. His experience spans numerous industries, including software, financial services, and energy. He has a BA in Economics and Accounting from Ohio State University and lives in Columbus, Ohio with his family.
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