R&D Tax Opportunities & PPP Updates

Executive Breakfast Briefing:
R&D Tax Opportunities & PPP Updates

Thursday, August 27, 2020
8:00 a.m. – 10:00 a.m.

Join us for an executive breakfast briefing where we will discuss a tax opportunity that most business owners should be considering and current updates on the Paycheck Protection Program.

TOPICS DISCUSSED:
R&D Tax Credit: More valuable than ever in these times
Many wrongly think that the R&D tax credit applies only to companies that actually employ scientists. But if your team includes a range of machinists, engineers, or software developers, developing new systems and designs, then you may be entitled to a piece of the tax-credit pie.

Paycheck Protect Program: Current updates and advice
This program has taken many twists and turns. Is more money going to be available? Are they going to automatically forgive loans up to a certain amount? Does this program actually make sense for your business? What can you use the money for? All these questions answered and more.

CPE will be available upon request.

PRESENTERS

Cole Marr
Director of Research & Development at Sensiba San Filippo
Cole Marr boasts nearly 12 years of experience working with businesses of all sizes to identify, substantiate, and validate their research tax credits. Marr earned his Bachelor’s degree in Engineering from Rose-Hulman Institute of Technology and his Masters in Marketing and Management from Indiana University.

Frank Balestreri, CPA
Partner at Sensiba San Filippo
With nearly 30 years of experience as a Consulting Partner, Frank specializes in serving private and public clients in the retail, consumer products, manufacturing, distribution, energy and alternative energy industries. His experience includes both primary and secondary equity offerings, debt offerings, private placements, consolidations, internal controls, and SEC reporting. He has consulted on business combinations, divestitures, impairments and revenue recognition.

Date and Time

Thursday Aug 27, 2020
8:00 AM - 10:00 AM PDT