Do you do product development? Is what you are making new and innovative? Are you expanding your business across the US? If so, please join us for a presentation on how you can maximize research & development projects through federal & state tax credits. These credits can help fund your projects and fuel your growth. As your business expands into multiple states, are you ready to face the challenges of dealing with multiple taxing bodies? Knowing what to look out for when you start expanding can set you up for success down the road.
- Understand the requirements for qualifying for the research & development credit
- Learn about best practices for tracking your development costs and how to claim the credit
- Know what it takes to set up your business in a new state
- Obtain tips for data tracking so you can comply with state tax laws
Meet the Presenters:
JoAnna Simek, Director, BKD
JoAnna is a member of BKD National Manufacturing & Distribution Group, with a focus on technology and software companies as well as food processors and distributors. She provides consulting and tax services for corporations, individuals and flow-through entities across a variety of industries, including manufacturing, distribution, technology, computer software, and professional services. In addition, she consults with clients on tax planning opportunities and risk mitigation strategies.
Ashley Thompson, Managing Director, BKD
Ashley is BKD’s firm-wide leader of the nationally recognized Research & Development (R&D) Tax Credit Services team. He has 17 years of experience helping clients claim federal and state R&D tax credits. He oversees R&D tax credit studies for clients in the manufacturing, software development, technology, food processing and tool and die industries. He helps clients who do not claim credits identify, document and calculate available credits and implement strategies to efficiently capture qualified research expenses on a go-forward basis. He also helps clients who do claim credits improve processes to better substantiate expenses and maintain documentation consistent with IRS expectations.