The year 2021 brought a lot of changes, not least to the world of Employee Retention Credits (ERCs) and Research and Development (R&D) tax credits. New laws and changes to eligibility criteria mean that previously dismissed credits might benefit from another look. Recent changes also introduce potential pitfalls related to these credits that you will want to avoid. We’re here to help summarize and break down what this year’s filing might look like.
Learning Objectives:
- Recognize changes to the Employee Retention Credit regime
- Identify ERC eligibility factors that may now apply to previously ineligible clients
- Outline the R&D tax credit and learn what constitutes R&D expenses
- Recall the implications of the new Section 174 capitalization requirement and recent Chief Counsel Memorandum
Joe Holbrook
Kings Peak Tax Consulting, LLC
Founder & CEO
joe@kingspeaktax.com
Joe has focused his career on the specialty tax areas of R&D tax credits, accounting methods, fixed assets, and tax controversy to defend these claims. His experience includes work in local, regional, and national firms—from local businesses to the largest companies in the world. He loves the technical challenge and the positive impact these special tax projects can have for company owners.
Joe graduated with a Master of Accountancy, Tax from the Brigham Young University Marriott School of Management. He is also a member of the AICPA.
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