UPCOMING LIVE WEBINAR
The R&D Tax Credit in the Biotechnology, Chemical Engineering and Nanotechnology
Date and Time: There are no webinars running at this time
R&D Tax Credits: 80% of eligible companies do not claim them! Every year, companies waste thousands or even hundreds of thousands of dollars due to simple misunderstandings about the research and development (R&S) tax credit. Amended claims can go back three years and in most cases generate substantial refunds for past R&D activities.
Date and Time: Thursday, October 2, 2030 at 1:00 PM CT | Duration: 60 Minutes
WEBINAR DETAILS
Title: The R&D Tax Credit in the Biotechnology, Chemical Engineering and Nanotechnology
Date: There are no webinars running at this time
Time: There are no webinars running at this time
Cost: FREE
Learning objectives include:
- An overview of R&D Tax Credits
- Identifying Qualifying Research Activities
- Defining the 4-Part Test
- How to substantiate activities through documentation
- Identifying Qualifying Research Expenses
Knowledge Level: Basic*
Date: Thursday, October 2, 2030
Time: 1:00 PM – 2:00 PM Central Time
Our Difference
- We care about price – Our fees are the most competitive in the market.
- We care about risk – We are one of the most conservative, if not the most conservative, R&D tax credit providers in the market.
- We are here to stay – We are one of the largest specialist R&D tax credit firms in America. We provide exclusively R&D tax credit services and take a long-term view.
- We think we are the best – We do one thing, and we do it better than anyone else because it is the only thing we do.
Founded in 1984

Cybersecurity Accredited

Risk Management Accredited

| Framework Element | Description | Implication for Clients |
| Six-Eye Review | A mandatory internal review of every claim by a qualified engineer, a scientist, and a CPA (Certified Public Accountant) or Enrolled Agent. | Ensures the claim is technically sound, financially accurate, and compliant with tax law, maximizing its defensibility. |
| ISO 31000:2009 (Risk Management) | An international certification for the company’s comprehensive risk management policies and processes. | Provides objective third-party validation of the firm’s commitment to mitigating tax risk for the client. |
| ISO 27001 (Information Security) | A global benchmark for establishing and maintaining an information security management system (ISMS). | Guarantees the highest level of protection for sensitive intellectual property and confidential financial data. |
Small businesses in the biotechnology sector can significantly benefit from the R&D tax credit, reducing their tax liability through qualified research expenses. For startups with little or no income tax, the R&D tax credit payroll offset offers a valuable alternative, allowing them to use up to $500,000 of the credit annually to offset payroll taxes. This helps alleviate financial pressure in early stages, directly offsetting a portion of personnel costs and freeing up cash to reinvest in research, development, and innovation. It is a crucial incentive that supports biotech startups in achieving breakthrough discoveries while managing limited budgets.
Biotechnology Case Studies
The American Animal Nutrition Organization (AANO) focuses on natural and non-antibiotic solutions for animal health. In 2012, AANO initiated an eight-year study to ensure the quality, environmental responsibility, safety, and nutrition of American beef. Their hypothesis was that understanding gastrointestinal metabolism could improve feed intake, increase efficiency, and reduce reliance on antibiotics. Initial research involved identifying factors regulating feed intake in cows and developing a suitable low-temperature, high-humidity pellet. AANO consistently built upon new knowledge gained from each experimental phase. After the first year, AANO assessed their R&D activities against the “4-Part Test” to determine eligibility for the Research and Experimentation tax credit. These activities included designing and developing prototypes to prove their hypothesis, which involved identifying substances affecting feed intake, validating a cow preference model based on chemosensory properties, determining the model’s statistical sensitivity, and researching optimal feed processing conditions. They also conducted trials and analyzed data to achieve reproducible results, developed and tested feed intake and efficiency enhancers, performed background research to identify knowledge gaps, and engaged in continuous analysis of customer feedback to improve prototype design, which involved ongoing testing, development, and commercial analysis. Qualified research for the R&D tax credit aims to develop new or improved business components such as products or processes. The “4-Part Test” requires a permitted purpose (new or improved functionality), elimination of uncertainty, a systematic process of experimentation, and a technological basis in the hard sciences. AANO maintained extensive documentation, including background research, project logs, trial protocols, results, resource records, and tax invoices, to demonstrate compliance for potential audits.































