Do your clients engage in R&D activities? They may be missing out on significant tax savings. Join us for a 1-hour webinar that breaks down the new Form 6765 filing and amending requirements and takes a deep dive into the R&D tax credit calculation. We’ll cover an overview of the credit, qualifying industries, the 4-Part Test and qualifying activities, new Form 6765 requirements, R&D base and study year calculations, and the latest legislation and amending rules, equipping you with a solid foundation to confidently identify and apply these strategies to maximize your clients’ credits and cash flow.
Learning Objectives:
- How to identify industries and activities that qualify for the Research and Development Tax Credit
- Understanding the 4-Part Test.
- New Form 6765 filing and amending requirements
- Understand how the R&D credit is calculated; Base and Study Years
- Understanding of current law and new legislation regarding the Research and Development Tax Credit
Note:
To receive CPE credit, you must register and attend the full session. Group attendance is not accepted. CPE credits are available only to CPAs.
Live Webinar
Webinar Hosts
Brian Broussard
VP of 179D and R&D | CSSI Services
Dan Boyd
Vice President | CSSI Services
Warren Dazzio
EVP of Sales | CSSI Services
Robert Taylor
EVP of Operations | CSSI ServicesThe CSSI Webinar Advantage
Webinars Backed by Experience, Built for Results
CSSI webinars aren’t just informational, they’re built on decades of experience, real-world application, and a proven history of helping commercial property owners and tax professionals succeed. With over 60,000 engineering-based cost segregation studies completed without a single audit, CSSI delivers expertise you can trust.
Each session goes beyond theory, showing attendees how to apply strategies like Cost Segregation, Section 179D deductions, and R&D tax credits directly to real projects. You’ll gain practical knowledge, case studies, and actionable steps from industry leaders who have helped clients save millions in taxes.
Our webinars are designed for professionals who value accuracy, clarity, and results. Whether you’re an investor, CPA, or business owner, you’ll leave with insights that translate into measurable benefits, because at CSSI, we don’t just teach strategies, we’ve proven they work.
WHO SHOULD ATTEND? Ideal for tax professionals and financial advisors with clientele that engage in research-based activities.
CPA’s & Tax Professionals
Stay updated on tax regulations for proactive planning for your clients as well as gain valuable CPE Credits.Financial Decisionmakers
If your company engages in regular research activities, you will gain valuable insight into how the R&D Tax Credit can be leveraged.Financial Advisors
Learn powerful tax strategies to enhance your value to your clientele.Explore Additional Tax Savings Resources and Case Studies
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