UPCOMING LIVE WEBINAR
The R&D Tax Credit in the Real Estate Development Industry
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&D) tax credit. Amended claims can go back three years and in most cases generate significant 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 Real Estate Development Industry
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 rates are the most competitive on the market.
- We care about risk – We are one of the most conservative, if not the most conservative, R&D tax credit providers on the market.
- We are here to stay – We are one of the largest specialized 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.
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 that 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 company’s comprehensive risk management policies and processes. | Provides objective third-party validation of the company’s commitment to mitigating tax risk for the client. |
| ISO 27001 (Information Security) | A global benchmark standard for creating 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 construction sector can benefit significantly from the R&D tax credit by claiming eligible activities such as the development of innovative construction techniques, the improvement of construction processes, or the creation of custom tools. These efforts often qualify as research and development, even if they occur on job sites. For startups, the R&D payroll tax offset is particularly valuable: it allows qualified companies to apply the credit against payroll taxes, helping to reduce labor costs and free up cash flow. This can be a vital source of funding for growth and continued innovation in a competitive market.
Construction Case Study
Freeman Home Builders, a custom home construction company, recognized in 2012 that inefficiencies in their building process stemmed from manual, resource-intensive, and poorly organized industry practices. This led Freeman to identify the need for comprehensive software capable of managing all business aspects, unlike existing technology on the market which focused solely on design. The hypothesis of their R&D project was that a management system could be designed and developed to integrate design functions, customer relationship management (CRM), and accounting software to handle all aspects of a construction project. To achieve this, Freeman outlined four key research and experimentation activities that aligned with the four-part test for R&D eligibility: designing and developing prototypes to achieve technical objectives, conducting trials and analyzing data to verify their hypothesis, performing background research to assess knowledge gaps and determine feasibility, and engaging in continuous analysis of customer feedback to improve prototype design. These activities, from initial literature reviews and consultations to iterative coding, testing, and continuous modifications, demonstrated Freeman’s systematic approach to the development of their new management software (FMS). To be “compliance ready” for potential audits, Freeman meticulously maintained various records, including error logs, technical design reviews, screenshots of software versions, email correspondence, progress reports, personnel timesheets, and source code documentation.































