Affiliate Series: R&D Fundamentals + Mid-Year Roundtable
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Registration link:
Event Description:
focused session for CPAs and tax professionals looking to add value for their clients, open new conversations around R&D tax credits, and strengthen their referral partnership with ETS. Join us for a walkthrough of R&D tax credit fundamentals, plus a mid-year roundtable covering what’s new, what’s working, and what to expect for the rest of the year.
Why Attend:
- Understand R&D tax credits from a practical, client-facing perspective — what qualifies, how the credit works, and why it matters to your clients
- Learn how identifying R&D opportunities can generate additional value for your practice and your clients
- Get a mid-year pulse check on affiliate program updates, trends, and best practices
- Ask questions live and connect with the ETS team
What You’ll Learn:
- The fundamentals of the R&D tax credit and how it applies across industries
- Which client profiles and business activities are the best fit for a study
- How to spot R&D opportunities within your current client base
- A mid-year roundtable recap: partnership performance, program updates, and what’s ahead
- Recent tax law updates CPAs and tax professionals should be aware of
