In this episode, Stacey Roberts, from TaxOps’ SALTovation Team, and Jamie Overberg from TaxOps Minimization Group, talk about research and development tax credits, also known as R&D.

What You Will Discover:

• [00:41] How TaxOps Minimization Group focuses on R&D
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• [01:45] Criteria for R&D credit
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• [03:23] Nuances of the state level
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• [08:29] Cloud costs
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• [10:31] Other states with increased audit activity
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• [12:55] This credit is for smaller companies too
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Quotables:

“This credit is not just for big companies. It’s for smaller companies also, so you should try to get it.” -Jamie Overberg [15:02]

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Production Support

This episode was produced with support from Truth Work Media. www.truthworkmedia.com

Mentioned in this episode:

Advanced Sales and Use Tax Workshop

Take your sales tax to the next level at Advanced Sales and Use Tax Workshop, February 19-21 in Nashville. Diane Yetter and the Sales Tax Institute’s industry-leading faculty provide individualized training, valuable resources, and practical solutions. Expand your network and earn 23 CPE credits. Visit the link in the show notes and use the code SALTOV10 for 10% off. Save your spot now!" https://keap.page/xp141/saltovation-podcast.htm

Use Tax Workshop

SALT Contact