Événement

California State & Federal Incentives for Architecture & Engineering Firms

Attendees will learn about the Federal and CA State R&D tax credits and how design work qualifies for the credit. In addition, the State of California (and most states) offer training grants/contracts to businesses to create and keep jobs in state. Program attendees will learn about the $90Million California training grant program currently offered through the ETP, the types of informal and formal training that qualifies, the training contract application process and fund disbursement schedule.

Learning Objectives:

1. California State & Federal R&D tax credit overview.

2. Why architecture design work is considered R&D 4-part test for project qualification.

3. A&E qualifying R&D costs and the importance of fixed fee vs. T&M contracts.

4. California State training contract application, approval and disbursement processes.

Date: April 26, 2016

Check-in: 5:30 PM

Presentation: 6:00PM - 7:00PM

Location:

Lutron
2458 Dupont Drive
Irvine, CA

Learning Units:1 LU

Cost:$10 Members
$20 Non-Members

Presenter:

Steve Ho is a tax attorney specializing in the research & development tax credit. He also has extensive experience with many other ancillary credits and incentives. Credits and incentives most companies and their CPAs are unaware they qualify for. Steve has managed research credit studies for many Fortune 500 companies in various industries, representing over $300Million in tax credits and refunds. His primary responsibility has been helping clients claim and defend the federal and state research tax credit. As a former Big 4 Senior Manager and Fortune 500 Senior Tax Manager, Steve has over 18 years experience conducting research tax credits, including documenting and claiming the credit, defending the claimed credit under audit, and reviewing the claimed credit as part of the FIN 48 process. Steve has built a methodology to capture qualified costs by projects for businesses with thousands of projects. Additionally, he has extensive experience with the IRS and state audits, appeals and settlement processes, with an audit acceptance rate of 98.5%. Steve also has extensive experience and knowledge handling several successful PFAs(pre-filing agreements) or rulings.