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Intro to R&D & Form 6765
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.
May 8, 2024
10:00 A.M. CST | 11:00 A.M. EST

After registering, you will receive a confirmation email containing information about joining the webinar.


Jim Foster, J.D.
Senior Director of Tax Accounting Methods

Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has worked in tax incentives such as the R&D tax credit, disaster relief credits, the Employee Retention Credit, and most recently § 174. Jim has been practicing in the general area of taxation and tax law for fifteen years. In that time, he has produced numerous successful tax credit cases for his corporate clients. Further, he has had successful tax audits that range from IRS audits and appeals to state-level tax audits. Prior to joining Source Advisors, Jim worked at two national consulting firms that operated in niche tax incentives. While in law school, Jim worked at a public accounting office where he helped the firm advance in and maintain double-digit growth. Jim received his Bachelor of Science in Political Science from Texas A&M University and his Juris Doctorate from South Texas College of Law Houston. He is a licensed attorney in the State of Texas.

Jordan Fazio
Senior Director, Detroit

Jordan joined Source Advisors in 2015 and is a Senior Director of R&D Tax Credit Consulting. His primary responsibilities include providing consulting to CPAs and taxpayers looking for guidance on R&D tax credits and managing R&D tax credit projects. His experience prior to Source Advisors includes eight years of market risk management, software development, and operations in OTC derivative markets. Jordan holds a Bachelors of Business Administration degree with a double major in Accounting and Finance from Grand Valley State University.

Learning Objectives Include:

After this course, the practitioner will:

  • Identify qualified research activities under the Four-Part Test
  • Identify the potential types of qualified research expenses
  • Identify opportunities for taxpayers for both income tax and payroll tax offsets
  • Understand the impact of § 174 and the potential changes to the Form 6765

Attendance Policy

  • To receive credit, attendees must sign in and be present for the 50 minutes of the hour-long presentation as measured by the presentation software and answer at least three polling questions.

The Complaint Resolution Policy may be found here.

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