Research and Development Tax Credits
IRS Scrutiny of Qualified Research Activity and Related Expenses
- Understand how to navigate the abundant and changing requirements for R&D credits
- Be prepared for increased IRS focus on these credits
- Identify key strategies to minimize exposure from IRS audits of these credits
CPA | 2 Tax |
EA | 2 Federal Tax |
CRTP (CTEC) | 2 Federal Tax |
Attorney | 1.5 General MCLE/Tax Specialization |
Course level: Intermediate
General tax preparation knowledge is required.
Webinar speakers:
Dennis L. Perez represents and advises U.S. taxpayers in foreign and domestic voluntary disclosures, sensitive issue civil tax examinations where substantial civil penalty issues or possible assertions of fraudulent conduct may arise, and in defending criminal tax fraud investigations and prosecutions. Mr. Perez is highly respected for his calm demeanor, judgment and extensive experience in handling matters arising from the U.S. government’s ongoing enforcement efforts regarding undeclared interests foreign financial accounts and assets, including various methods of participating in a timely voluntary disclosure to minimize potential exposure to civil tax penalties.
Mr. Perez, a former senior trial attorney with IRS District Counsel in Los Angeles, CA. He has extensive experience in the representation of clients in civil, administrative tax and criminal tax disputes and controversies before the Internal Revenue Service, the Tax Division of the U.S. Department of Justice, the California Franchise Tax Board, the California State Board of Equalization, and the California Employment Development Department. Dennis Perez is a member of the Planning Committee of the UCLA Extension Annual Tax Controversy Institute and is also a Certified Specialist, Taxation Law, State Bar of California, Board of Legal Specialization.
Cory Stigile, J.D., LL.M.
Cory Stigile is a Certified Specialist, Taxation Law, The State Bar of California, Board of Legal Specialization and CPA licensed in California. He is the Past-President of the Los Angeles Chapter of CalCPA. Mr. Stigile frequently writes and lectures on topics involving taxation. He was also interviewed by Bloomberg Law regarding IRS Wealth Squad audits focusing on the super-rich. Mr. Stigile was awarded the distinction of Super Lawyer Rising Star in 2012 through 2016, as recognized and published in Los Angeles Magazine. He is also on the Planning Committee of the Annual UCLA Extension Tax Controversy Institute and a member of the Western States Bar Association.
Sandra R. Brown, J.D.
Ms. Brown’s practice focuses on individuals and organizations who are involved in criminal tax investigations, including related grand jury matters, court litigation and appeals, as well as representing and advising taxpayers involved in complex and sophisticated civil tax controversies, including representing and advising taxpayers in sensitive-issue audits and administrative appeals, as well as civil litigation in federal, state and tax court. In addition to other honors, commendations and awards, Ms. Brown has received the Internal Revenue Service Criminal Investigation Chief’s Award and the IRS’s Mitchell Rogovin National Outstanding Support of the Office of Chief Counsel Award, respectively, the most prestigious criminal and civil awards available for presentation by the IRS to Department of Justice employees.
You must have computer speakers to listen to this webinar.
Webinar features:
- 2 hours of CPE for one attendee
- Access to recording to watch at your convenience
- PDFs of reference manual and PowerPoint slides
- Add CPE for only $20 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.
Prefer to order via phone?
Give us a call at (714) 776-7850 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.
This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, LLC. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 2 hours of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. General tax preparation knowledge is required.
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