Research and Development (R&D) Tax Credit
Course Description:
This webinar will cover the fundamentals of the Research and Development (R&D) Tax Credit. Topics include history and recent developments, project qualifications, calculating the benefits, the chronology of a typical project, and joint issues. Hundreds of companies take advantage of the credit each year to increase their bottom line. It’s time to learn how you can benefit!
Objectives:
- Provide a general overview of the R&D Tax Credit
- Learn how to identify qualifying projects
- Understand the various calculation methods and a sample calculation
- Discuss the project implementation and issues to consider
Upcoming Webinars:
To receive CPE credit, you must answer 75% of the polling questions throughout the presentation and participate (logged in) for a minimum of 50 min for each hour. CPE certificates will be emailed to eligible attendees and may take up to two weeks to be issued after the webinar: They can also be retrieved from your KBKG Solutions account dashboard once issued.
Our courses are not approved for Enrolled Agent (EA) Continuing Education (CE)
If you are having technical difficulties during the webinar, you can send an inquiry to the Q&A chat or please send an email to info@cpaacademy.org or webinars@kbkg.com. If you have any questions or issues with your CPE certificate please send an email to CPE@kbkg.com.
Webinars are conducted by CPA Academy. For Zoom or in-person CPE courses click here.
National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. National Registry of CPE Sponsors ID Number: 108505. State boards of accountancy have final authority on accepting individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
KBKG is registered with The American Institute of Architects (AIA) as part of its Continuing Education Services program to provide continuing education learning units on specific courses. Provider Number: 10009587
WHAT ATTENDEES ARE SAYING ABOUT US
"Outstanding webinar on the basics of the R&D credit. The information they provided was easy to understand, relevant to multiple industries and focused less on a product they are trying to sell and more on teaching the topic at hand. One of my favorite webinars I've participated in!"
Alecia B, Tulsa, OK
"The presenters were knowledgeable in the R&D Credit and were able to present in such a manner that made the calculations easy to grasp and the components that comprise the credit easy to understand. Thank you!"
Marta H, Tampa, FL
"Accumulating necessary information in order to obtain the R&D credit can be a daunting task for an organization and this seminar provided some big picture items to consider when considering whether it is beneficial and worthwhile to obtain the R&D credit for the organization."
Jason M, Omaha, NE
R&D Tax Insights
5 Reasons to Claim the R&D Tax Credit in 2026
07/07/2026In 2026, the Research & Development (R&D) Tax Credit remains one of the most valuable tools for U.S. companies investing in innovation. Thanks to the One Big Beautiful Bill Act (OBBBA), domestic research expenses are once again fully deductible, restoring a key tax…
July 6th Amended Return Deadline for 174 Costs
06/19/2026Eligible small businesses have until July 6, 2026 to file amended returns to retroactively deduct certain domestic research and experimental expenditures that…
Ohio’s proposed R&D credit expansion could unlock state income tax savings
05/04/2026Ohio’s proposed House Bill 756 (H.B. 756) would expand Ohio’s nonrefundable R&D tax credit beyond the Commercial Activity Tax (CAT) by…
The Top R&D Tax Credit Providers in 2026 (Ranked & Compared)
02/09/2026Looking for the best R&D tax credit provider to maximize your benefit while keeping audit risk low? In this guide, we ranked and compared several R&D tax credit providers on several critical factors including customer reviews, years in business, national reach…
Why Pass-Through Entities Need Expert Guidance to Claim R&D Tax Credits
01/07/2026Follow KBKG on Social Media Linkedin Facebook X-twitter Youtube See If You Qualify Pass-through entities such as partnerships, S-Corporations, and LLCs face uniquely complex rules when claiming the Research & Development (R&D) Tax Credit. Unlike C-Corporations, pass-throughs must determine eligibility at the entity level and then allocate the credit to individual owners, each of whom … Read More
2025 Tax Planning: Unlock Retroactive R&D Credits Before It’s Too Late
12/11/2025Follow KBKG on Social Media Linkedin Facebook X-twitter Youtube See If You Qualify Businesses can claim missed R&D tax credits retroactively by amending prior-year tax returns, generally up to three years back. For 2022 calendar-year returns, the deadline to file an amended claim can be as soon as March 15, 2026, after which the credit … Read More
How Funding Sources Affect R&D Tax Credit Eligibility
11/25/2025Follow KBKG on Social Media Linkedin Facebook X-twitter Youtube See If You Qualify How research projects are funded can have a major impact on whether related costs qualify for the Research and Development (R&D) Tax Credit. When research is financed through grants, contracts, or subsidies, the IRS may require those expenses to be reduced or … Read More
Understanding R&D Supply Rules to Maximize Tax Credit Claims
10/21/2025See If You Qualify Follow KBKG on Social Media Linkedin Facebook X-twitter Youtube See If You Qualify When businesses calculate expenses for the Research and Development (R&D) Tax Credit, supplies are often one of the largest categories of Qualified Research Expenses (QREs). Yet many companies are unaware that not every purchase made for research purposes … Read More
Maximizing R&D Tax Credits Through Prototyping Expenses
10/16/2025Follow KBKG on Social Media Linkedin Facebook X-twitter Youtube See If You Qualify Prototyping plays a critical role in research and development, yet many businesses do not fully realize the potential tax benefits tied to this critical activity. Developing a prototype often requires significant technical innovation, and the IRS has specifically recognized prototypes in the … Read More
IRS Extends Transition Period for Research Credit Reporting on Form 6765
10/09/2025See If You Qualify Follow KBKG on Social Media Linkedin Facebook X-twitter Youtube See If You Qualify Key Highlights Section G of Form 6765 is optional for tax year 2025 (processing year 2026) and mandatory starting in tax year 2026 for most filers. Exceptions beginning in 2026: Qualified Small Businesses (QSBs) electing the payroll tax … Read More


