The R&D Tax Credit offers significant value for businesses across a wide range of industries, but the timing of how and when that credit is claimed matters more than many practitioners realize. Filing timely versus amending prior-year returns involves distinct strategic, procedural, and compliance considerations that can meaningfully affect the outcome for your clients.
In this 60-minute CPE session, CSSI’s R&D tax specialists will walk through both pathways in detail, helping CPAs and tax professionals understand the risks, opportunities, and documentation requirements associated with each approach, so you can advise clients with confidence and capture credits that might otherwise go unclaimed.
Learning Objectives:
- Identify the key differences between claiming the R&D Tax Credit on a timely filed return versus filing an amended return for prior years
- Recognize which industries and business activities commonly qualify under the IRS four-part test
- Evaluate the documentation requirements needed to support a defensible claim under either filing method
- Assess the risks and benefits of amended returns, including statute of limitations considerations and IRS audit exposure
- Apply best practices for advising clients on R&D credit strategy across both current and prior tax years
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
Dan Boyd
Senior Vice President | CSSI Services
Brian Broussard
EVP of R&D and 179D | CSSI Services
Warren Dazzio
EVP of Sales | 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 65,000 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
Earn CPE credit while deepening your expertise on one of the most complex credits in the tax code, so you can better serve clients and identify opportunities they may be missing.
Tax Managers & Senior Associates
Learn the critical distinctions between filing R&D credits timely versus amending prior-year returns, and walk away with a defensible, practical framework you can apply immediately.Firm Partners & Practice Leaders
Understand how strategic R&D credit planning, both current-year and lookback, can differentiate your practice and deliver measurable value to your business clients.Explore Additional Tax Savings Resources and Case Studies
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