Event and Webinar
Webinars
Explore our upcoming webinars or catch up with our previously recorded ones

Upcoming Webinars

Stay ahead of the curve by registering for our upcoming webinars. From industry updates to in-depth discussions on new tax legislation, we’ve got you covered. Check out what’s coming up next and register to save your spot:
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Past Webinars

Missed a webinar? Don’t worry, we have all our past webinars recorded for you to watch at your convenience. Browse our library of past webinars to keep yourself updated:

Intro to R&D & Form 6765

Completed
Jim Foster | Jordan Fazio

This course introduces attendees to the Research & Development Tax Credit under IRC § 41. Attendees will learn the history and evolution of the R&D Tax Credit since its inception in 1981. Attendees will further learn how to identify qualifying activities under the Four-Part Test as well as the types of qualified research expenses. Examples of developmental life cycles and case studies will be presented. Calculation methodologies will be presented for both income tax and payroll tax claims. The impact of IRC § 174 as well as proposed changes to the Form 6765 will be covered.

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§174 Legislative Update and 2023 Recap

Completed
Jim Foster | Jordan Fazio

This course introduces attendees to the Research & Development Tax Credit under IRC § 41. Attendees will learn the history and evolution of the R&D Tax Credit since its inception in 1981. Attendees will further learn how to identify qualifying activities under the Four-Part Test as well as the types of qualified research expenses. Examples of developmental life cycles and case studies will be presented. Calculation methodologies will be presented for both income tax and payroll tax claims. The impact of IRC § 174 as well as proposed changes to the Form 6765 will be covered.

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Section 174 R&E Amortization

Completed
Brian Coddington | Jim Foster | Michael Warady

This course introduces practitioners to the amortization of research & experimental costs for federal income tax purposes. The relationship of expense amortization to the research tax credit and other cost capitalization rules will be developed. Other TCJA changes to research-related provisions of the Code will be discussed. Current legislative and regulatory updates will be covered.

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174 Updates from IRS Townhall

Completed
Brian Coddington | Jim Foster

Please join Source Advisors for a townhall webinar on the recent updates to the §174 amortization rules in IRS Notice 2023-63. Enjoy an opportunity for Q&A with Source Advisors’ specialists

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Section 174 Updates in Notice 2023-63

Completed
Brian Coddington | Jim Foster

Participants will gain an understanding of the current landscape, legislative updates, and best practices for advising clients on navigating the amortization of 174 expenses. This course introduces practitioners to the amortization of research & experimental costs for federal income tax purposes. The relationship of expense amortization to the research tax credit and other cost capitalization/tracking rules will be developed. Other TCJA changes to research-related provisions of the Code will be discussed.

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