Join this webinar to learn everything about the R&D tax credit from the historical evolution of this tax credit to the eligibility criteria. This webinar will unravel the complexities of who can qualify for these credits and the conditions for qualification. Participants will gain practical insights into the process of claiming and utilizing R&D tax credits effectively and ensuring maximizing benefits.
The course will also cover recent legislative changes, including TCJA's Section 174 amendment and proposed Senate bills in 2023, offering a holistic view of the R&D tax landscape. Through expert-led discussions, attendees will emerge equipped with the knowledge and strategies for how to leverage R&D tax credits to fuel innovation, comply with regulations, and navigate potential legislative shifts.
Learning Objectives:
LEAF Specialty Tax Consultants
CEO/Founder/Managing Partner
[email protected]
(801) 893-6887
With a career deeply rooted in accounting and a passion for maximizing businesses' financial potential, Adam Farnsworth has emerged as an expert in the realm of Research and Development (R&D) Tax Credits. His journey began at Eide Bailly LLP, where he developed his skills as an R&D Tax Incentives Associate, assisting companies in navigating the intricacies of tax regulations. Adam's expertise further grew during his tenure at Tax Point Advisors and Aprio, where he served as an R&D Project Manager, managing diverse client portfolios in engineering, manufacturing, agriculture, and software development.
In 2016, Adam's entrepreneurial spirit led him to found LEAF Specialty Tax Consultants, driven by his passion for R&D Tax Credits. With a mission to guide businesses in maximizing innovation and development, Adam and his team have saved companies millions in taxes through Federal and State R&D Credits. His extensive background in accounting and financial roles has equipped him with a comprehensive understanding of financial intricacies, making him an invaluable asset to businesses aiming to leverage tax incentives for sustainable growth. Adam's hands-on experience and visionary leadership continue to shape LEAF as a trusted consultant.
LEAF Specialty Tax Consultants
Tax Manager
[email protected]
(385) 376-3814
Sean Kim, an adept Tax Manager at LEAF Specialty Tax Consultants, brings a wealth of experience and a deep understanding of tax accounting to the company's team. Sean began his career at Deloitte, serving small and large-size clients in a wide range of industries, including pharmaceutical, manufacturing, and software industries. His entrepreneurial spirit led Sean to own his own local business, further demonstrating his ability to navigate diverse financial landscapes and make impactful business decisions.
In his current role at LEAF, Sean continues to excel as a meticulous Tax Manager, guiding clients through intricate tax credit processes and providing invaluable insights through complicated new regulations. His unwavering dedication to delivering exceptional client service and his multifaceted background make him an invaluable asset, aligning seamlessly with LEAF Specialty Tax Consultants' mission to empower businesses through expert tax consulting.