UPCOMING LIVE WEBINAR

The R&D Tax Credit in the Lean Manufacturing, Logistics and Supply Chain

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R&S 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&D) 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 Lean Manufacturing, Logistics and Supply Chain

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

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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 exclusively provide 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.

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Cybersecurity Accredited

Risk Management Accredited

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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 valid, financially accurate, and compliant with tax law, maximizing its defensibility.
ISO 31000:2009 (Risk Management)	An international certification for the firm’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 creating and maintaining an Information Security Management System (ISMS).	Ensures the highest level of protection for sensitive intellectual property and confidential financial data.

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Small manufacturing businesses can significantly benefit from the Research and Development (R&S) tax credit, reducing their tax liability for developing or improving products, processes, or technologies. For startups with minimal or no income tax liability, the R&S tax credit payroll offset offers a valuable opportunity, allowing them to apply the credit against up to $500,000 in payroll taxes annually. This helps offset critical staffing costs, freeing up capital for further innovation and growth, even in the early stages of development.

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Manufacturing Sector Case Study

Wino Incorporated, a company specializing in wine cellar refrigeration, was contacted in 2012 by a vineyard to reduce their cellar temperatures from 59°F to 54°F. Wino devised a solution involving the vaporization of cold liquid CO2 from a recovery plant and processing it through cooling units. To qualify for the Research and Experimentation Tax Credit, Wino self-assessed its eligible R&D activities based on the “4-Part Test”. These activities included designing and developing prototypes to test the hypothesis of reducing temperatures by 5°F using CO2, involving extensive analysis, system refinement, and updated technical drawings. Although the initial system implementation failed due to too many uncontrollable variables, Wino still claimed R&D activities for subsequent redesigns. These included a complete shift to using CO2 as a conventional refrigerant, a standalone plant with new compressors, pump recirculation of liquid CO2 to larger evaporators, and the addition of new evaporators. Basic research, focused on identifying problems, designing CO2-based solutions, and interfacing with the client, also qualified as R&D. This included meetings with the client, internal project development, discussions with site operators, and design presentations. Finally, continuous analysis of customer feedback — including interpretation of experimental results, evaluation of customer feedback, client inspections, and validation of design inputs during operation and testing — was deemed necessary to improve prototype design and thus qualified as R&D. Qualified research for the tax credit aims to develop new or improved business components, satisfying criteria of permitted purpose, elimination of uncertainty, a process of experimentation, and technological nature. Wino maintained comprehensive documentation, such as meeting notes, sketches, photos, test protocols, results, and tax invoices, to demonstrate compliance and prove eligibility for R&D activities.