Tax Minimization Articles

R&D credits: Beware of aggressive credit claims

Inflated R&D credit claims have been called out on the IRS dirty dozen list of scams for years. But R&D credits are a backbone of U.S. innovation. Let’s crack open the black box of R&D and shed some light on who benefits most and the pitfalls to avoid. By...

Mark Dunning Joins AICPA Panel Assessing Capitalization of R&D Expenses

AICPA working group tackles capitalization of research credits (R&D) to determine business tax implications before amortization in 2022 becomes effective. Mark Dunning and a select group of CPA colleagues at the AICPA are digging into the details on Section 174...

Research and Development Credits CPE: Into the Weeds on Lucrative Credits

Qualifying activities and calculating research credits isn't for the faint of heart. In this half day online class, Mark Dunning will help tax, finance, accounting and other interested professionals make sense of these lucrative credits and the many nuances in claims...

Eliminating the “Double-Dip” in Employee Retention and Research Credits

As businesses deduct expenses paid with PPP loan proceeds, R&D tax credits for payroll are impacted. Here’s how and what to do about it. By Jamie Overberg What is given on the one hand is partially stripped away on the other. That’s the best way to describe recent...