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06/05/25

Best Practices: How to Train Your SMEs to Help Document R&D Tax Credits Effectively

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FAQ
03/07/23

Best Practices: Is Trial and Error a Good Narrative to Document Process of Experimentation?
FAQ
03/07/23

Best Practices: How do we apply the “Substantially All” tests?
FAQ
02/05/23

Best Practices: Could the capital expenditures for the lab and pilot-scale productions qualify as QREs?
FAQ
02/05/23

Best Practices: We create molds or tooling for specific customers using the customers’ specifications. If we ultimately own the design of the mold or tool we create and only get paid if the design meets customer specifications, would these be our QREs under TG Missouri & Shiloh?
FAQ
02/05/23

Best Practices: If we file Form 1139 to carry back an unused R&D tax credit to the previous tax year, and IRS later decides to audit, will the IRS’ audit scope be limited to the R&D credit carryback, or even other areas in the open tax years?
FAQ
02/05/23

Best Practices: Is Form 3115 required for the changes related to the treatment of research and experimental expenditures under Section 174?

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The R&D Tax Credit Best Practice Roundtable
Best Practice Roundtable
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June 18, 2025
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MASSIE R&D Tax Credits