7 R&D Credit Flags Your CPA Should Catch Before Filing - Episode 09
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
7 R&D Credit Flags Your CPA Should Catch Before Filing - Episode 09
-
ナレーター：
-
著者：
7 R&D Tax Credit Red Flags to Check Before You File (Plus 1 Bonus Most Miss)
The biggest risk with the R&D tax credit is not claiming it, but being able to support it, and provides a one-page checklist of seven red flags plus a bonus issue. I describe a case where a company received a clean-looking R&D form but never filed it properly for the payroll offset, leaving about $200,000 unclaimed. Key flags include failing to map business components separately for the four-part test, incorrectly estimating qualifying wage percentages beyond just engineers, and mishandling contract research, offshore work, and funded/customer-paid work based on contract terms, rights, and risk. The bonus flag warns against an even split of direct research versus supervision/support, referencing Little Sandy Coal and aiming for about 80% direct research. He also highlights Section G readiness on Form 6765 and the need for a substantiation support package, urging review if multiple flags are triggered.