Join us for an in-depth exploration of the latest updates to R&D Form 6765 and the implications of Section 174 changes. This course is designed to equip tax professionals and business leaders with the knowledge and strategies needed to navigate the evolving IRS environment. Discover the driving forces behind these changes, gain insights into compliance strategies, and learn best practices to optimize and sustain R&D credit claims during IRS examinations.

Learning Objectives:

• Identify the nuances of the current IRS environment and its influence on R&D credit claim procedures


• Analyze and adapt to the present and forthcoming requirements of Form 6765 regarding R&D tax credits


• Recognize effective approaches for collating elusive data essential for claims


• Evaluate established techniques for optimizing audits and maintaining R&D credits during IRS assessments


• List latest Section 174 legislation revisions and comprehend their ramifications

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222