Join Moss Adams for the October 4
th FEI professional development series and learn more about the programs that may qualify your business for federal and California credits and other incentives.
R&D Tax Credits 2018
The past year has seen a lot of activity surrounding the R&D tax credit, from changing regulations to new legislation. This led to new questions: what are the benefits of the credit, which activities and expenses qualify, and what are the audit risks? In short,
how will these changes impact your company?
Join us to review many of the past year’s developments and prepare for upcoming filing season, including a discussion of:
- Impact of tax reform on the R&D credit
- ASC 730 Safe Harbor Directive
- Payroll tax and AMT offsets for eligible small businesses
- Internal use software
Learning Objectives:
After completing this training, you will be able to:
- Identify how tax reform will impact R&D credits
- Determine who qualifies under the new safe harbor directive
- Define who qualifies for the payroll tax and AMT offsets of the R&D credit
- Identify qualifying internal use software
- Explain the impact of these changes on your company’s credit claims
Cal Competes Tax Credits 2018
The cost of doing business in the Golden State can be prohibitive, but the recently extended California Competes Tax Credit (CCTC) program, available to existing and prospective California businesses, could change the game.
Can you benefit from this credit?
Prepare for upcoming January and March Cal Competes application periods by joining us to learn about the credit and what makes a business competitive. We will discuss:
- Overview of the credit and application process
- The contract and milestones
- The evaluation criteria the California Governor’s Office of Business and Economic Development (GO-Biz) uses to rank the application
- Why and what kind of special consideration is given to certain businesses that might leave the state or who will hire in high unemployment or high poverty areas
- Interaction with California net operating losses and R&D credit
Learning Objectives:
After completing this training, you will be able to:
- Determine if your company has the right mix of hiring and investment to make you competitive in the application process.
- Determine if your company meets the special consideration criteria.
Sales and Use Tax
The imposition of sales and use tax on products and services are complex and constantly changing. Ignoring sales and use tax and doing the bare minimum to comply can result in exposure or overpayment of taxes.
Learning Objectives:
After completing this training, you will be able to:
- Identify common pitfalls
- Be aware of common exemptions
- Think about structuring transactions to minimize sales and use taxes
- Understand how Wayfair impacts businesses
Tangible Asset Incentive Services
Owning real estate represents a significant financial investment for any business or investor. When it comes to the tax advantages,
are you managing these assets in a way that enhances your return?
Learning Objectives:
After completing this training, you will be able to:
- Determine if your company can free up cash that can be reinvested immediately by taking the tax deductions and deferrals for which your fixed assets qualify.
- Understand if your company can front-load your depreciation deductions into the early years of asset ownership, increasing cash flow in the near-term.
- Identify a reduced tax liability by taking advantage of federal income tax credits and incentives for certain energy property, including wind and solar equipment.
- Determine how to lessen your exposure in the event of an IRS audit.
Date: Thursday, October 4, 2018
Location: Moss Adams, 2882 Prospect Park Drive, Suite 300, Rancho Cordova, CA 95670
Time: 11:30 AM - 1:00 PM (Lunch Provided)
Registration Fee: Complimentary to Members and Prospective Members
CPE: This presentation qualifies for 1.5 CPE credits in the field of Taxes.
Parking: Atteendees may park anywhere in Moss Adams' lot.
Have Questions or Need Registration Support? Contact Denise Parker, Chapter Administrator, at
[email protected] or 813.494.9551.