R&D tax credits represent one of the most overlooked sources of built-in tax value for R&D-intensive businesses, and for CFOs and tax professionals overseeing multiple business units or portfolio companies, that overlooked value compounds fast across a book of holdings. The credit is frequently underclaimed, not because the work doesn’t qualify, but because identifying and substantiating qualified research activities sits outside a standard tax return and requires specialized technical analysis to defend.
In this 60-minute briefing, CSSI will walk you through how the R&D tax credit actually works, how to spot qualifying activity across a portfolio, and how to make sure any credit you claim is built to hold up under IRS scrutiny.
What We Will Be Discussing:
- What the R&D tax credit is and how qualified research expenses (QREs) translate into a dollar-for-dollar credit against tax liability, and how that differs from a deduction
- How to identify which of your clients, business units, or portfolio companies likely qualify, and why industries like manufacturing, software, biomedical, food and beverage, and architecture and engineering consistently qualify even when leadership assumes they don’t
- What counts as qualified research under the four-part test, and which costs (wages, supplies, contract research) can be captured as QREs
- How to build and document a defensible R&D credit claim, including the records needed to withstand an IRS exam
- How to evaluate R&D credit opportunities at the portfolio level: what to check at acquisition or onboarding, what to revisit during the hold period, and what to confirm before exit
Live Webinar
Webinar Hosts
Dan Boyd
Senior Vice President | CSSI ServicesDr. Dan Boyd is a Vice President and sales leader for CSSI, the nation’s leading specialty tax firm providing Cost Segregation Studies, Section 179D Energy Efficient Deductions and R&D Tax Credits. He holds a doctorate in education from the University of Central Florida and joined CSSI to expand and improve their training, education, and development program. He represents CSSI nationally for professional development, conferences, and investor networks.
Valentina Novakovic
Senior R&D Tax Credit Advisor | CSSI ServicesValentina brings more than 20 years of tax incentive expertise to CSSI, including an extensive tenure at Deloitte Tax’s Global Investment & Innovation Incentive Services group. Her background spans federal and state R&D credits, employee retention credits, and enhanced oil recovery credits across industries from manufacturing and semiconductors to aerospace and defense, and she has represented clients through IRS and state audits at both the field and appeals levels.
Jenny Varteressian
Director of Research and Development | CSSI ServicesJenny leads CSSI’s R&D tax credit practice, bringing a decade of specialized experience and a background as a tax attorney to every phase of the process; from initial client scoping through documentation and final reporting. She built her career at one of the nation’s largest specialty tax incentive firms before helping lead and grow several boutique practices, and her legal foundation gives clients confidence that every credit is accurate and audit-ready.
The 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 a wealth manager, investor, tax professional, 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 CFO’s, Controllers, and Tax Professionals who seek to leverage tax strategies to unlock large savings for their companies or clientele.
Chief Financial Officers & Controllers
Learn how to identify tax strategies already available within your properties and business operations, so you can improve cash flow and strengthen your company’s financial position without changing how you run the business.
CPA’s & Tax Professionals
Deepen your knowledge of advanced tax strategies so you can guide clients toward opportunities beyond a standard cost segregation study.VPs of Tax & Tax Directors
Get a clear, defensible framework for evaluating cost segregation, R&D credits, and Section 179D across your portfolio, backed by engineering-based analysis built to hold up under IRS review.Explore Additional Tax Savings Resources and Case Studies
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