Continuing Professional Education Course on the R&D Tax Credit


The R&D Tax Credit: Compensation for Innovation

Earned CPE Credits: 1.0
Field of Study: Taxes
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Cost: Free

The R&D Tax Credit is available for companies engaged the development or improvement of products and processes. Enacted in 1981, the credit was recently made permanent and expanded with new provisions to include companies that could typically not monetize the credit. The credit amount is based on the amount of research and development costs within a company, which includes employee wages, supplies, and third-party contractor costs. Companies seeking to claim the credit must meet a four-part test and sufficiently substantiate the R&D activities and expenses.

After this course, participants will:
  • Recognize the types of companies and industries that are eligible under the R&D Tax Credit.
  • Understand the types of expenses that can be included towards the credit.
  • Understand the four-part test that companies must meet to claim the credit.

In order for a participant to be awarded the full credit hours, they must be present (logged in) and register attendance, in addition to responding to three of the four polling questions asked at random intervals during the program.

Cancellation: Requests for cancellation must be received prior to the start of the course. If R&D Tax Savers must cancel, notification will be sent via email or telephone prior to the start of the course.

For more information regarding administrative policies such as complaints, please email or call 516-364-2630.

R&D Tax Savers 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPE Registration:

October 25, 10am EST
October 25, 2pm EST
November 1, 10am EST
November 1, 2pm EST