This course provides an in-depth analysis of the legislative framework surrounding Section 174, focusing on the implications for manufacturing and software companies. Attendees will learn about the tax treatments available for R&D costs, the specific challenges manufacturing and software companies face under current tax law, and best practices for approaching Section 174. The presentation will explore current legislative stagnations and offer strategic compliance and tax planning recommendations. By evaluating case studies and legislative text, participants will better understand how these changes affect R&D taxation and be pleased to learn that 174 does not have to be as hurtful as advertised.
Learning Objectives:
Sycamore Growth Group
Founder and President
[email protected]
(614) 975-1280
Rick Kleban is the founder and president of Sycamore Growth Group, a Dublin, Ohio-based firm that specializes in helping small and medium-sized businesses, primarily manufacturing companies, attain and substantiate R&D tax credits. He assists companies in identifying eligible R&D expenses and oversees a talented team of professionals who substantiate how each underlying project and associated expenses meet the requirements of Section 41.
Sycamore Growth Group
Senior Analyst
[email protected]
James Bean is a senior analyst at Sycamore Growth Group. He specializes in investigating tax issues that affect Sycamore’s diverse clientele.