Unlock Research & Development Tax Credits for CPA Firms: A Strategic Advisory Opportunity
Join Daniel Hurtado, CPA, Cost Segregation and R&D Practice Leader, of BGM, for a discussion on how utilizing Research & Development (R&D) Tax Credits can positively affect your firm.
R&D tax credits are one of the most underutilized tools CPA firms can leverage to provide added value to their clients and within their firm. During this webinar, Daniel will explore how CPA firms can identify qualifying R&D activities, understand key compliance rules, and partner effectively to deliver significant tax savings through this federal and state incentive program.
Objectives
- A clear explanation of what qualifies as research and development under the IRS’s Four-Part Test and why many eligible activities are often missed.
- An overview of which expenses are eligible for the credit, including wages, supplies, and contractor costs.
- Insights on properly structuring client engagements to preserve credit eligibility and reduce audit risk.
- Best practices for documentation and how to retroactively claim credits for prior tax years.
- Options for firms to offer R&D tax credit support without building a new internal team.
Who should attend
Whether you’re looking to advise clients better or explore how your firm may benefit from R&D Tax Credits, this discussion will equip you with the steps to move forward confidently. Don’t miss this opportunity to enhance your firm’s value.
CPE credit
MGI North America members in the U.S. will earn 1.2 CPE credits for attending the entire webinar, answering live polls, and completing the Evaluation Form
Field of Study: Taxes
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group internet based
Speaker
Daniel Hurtado
Daniel Hurtado leads the Cost Segregation and R&D Credit practice for BGM. For 30 years, he has helped businesses across a wide range of industries identify and capture federal and state tax incentives. His areas of expertise include Research & Development Tax Credits, Cost Segregation, Tax Depreciation Planning, Repairs & Maintenance Analysis, Energy Efficiency Incentives (Sections 179D and 45L), as well as Sales and Property Tax reviews.
Before his current leadership role, Daniel founded a specialty tax consulting firm focused on delivering high-impact savings through technical tax studies. He also spent over a decade in leadership roles at Big 4 accounting firms, where he oversaw tax incentive practices and developed firmwide standards for technical deliverables, training programs, and innovation initiatives.
Contact Information
817-929-7597
When
Date: Wednesday, June 11, 2025
Time: 1:00 PM – 2:00 PM ET
Where
Link to Zoom provided after registration
