Do your clients engage in R&D activities? They may be missing out on significant tax savings. This webinar breaks down how to identify which businesses and activities qualify for the R&D Tax Credit, one of the most overlooked tax incentives available to innovation-driven companies. Attendees will learn the qualifying criteria under IRS guidelines, common industries and activities that often go unrecognized, and how an engineering-based approach ensures credits are claimed accurately and defensibly.
Led by CSSI, a firm with over 23 years of experience and 65,000+ completed studies, this session gives attendees a practical framework for spotting R&D credit opportunities with confidence.
Learning Objectives:
- Explain the IRS criteria that determine R&D Tax Credit eligibility.
- Understanding the 4-Part Test.
- New Form 6765 filing and amending requirements
- Identify industries and business activities that commonly qualify but are often overlooked.
- Apply a practical framework for evaluating whether a client or business qualifies.
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
Brian Broussard
VP of 179D and R&D | CSSI Services
Dan Boyd
Vice President | CSSI Services
Warren Dazzio
EVP of Sales | CSSI Services
Robert Taylor
EVP of Operations | 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 60,000 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
Stay updated on tax regulations for proactive planning for your clients as well as gain valuable CPE Credits.
Financial Decisionmakers
If your company engages in regular research activities, you will gain valuable insight into how the R&D Tax Credit can be leveraged.Financial Advisors
Learn powerful tax strategies to enhance your value to your clientele.Explore Additional Tax Savings Resources and Case Studies
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