UPCOMING LIVE WEBINAR

The R&D Tax Credit in the Robotics and Engineering Industries

Date & Time: Friday, December 5, 2025 at 1:00 pm CT | Duration: 60 Minutes

R&D Tax Credits: 80% of companies that qualify don’t claim! Every year, companies throw away thousands or even hundreds of thousands of dollars because of simple misunderstandings surrounding the research and development (R&D) tax credit. Amendment claims can go back three years and in most situations produce sizable refunds for past R&D activities.

WEBINAR DETAILS

Title: The R&D Tax Credit in the Robotics and Engineering Industries

Date: Friday, December 5, 2025

Time: 1:00 pm – 2:00 pm Central Time

Cost: FREE

Learning objectives include:

An overview of R&D Tax Credits
Identify Qualifying Research Activities
Define the 4-Part Test
How to substantiate activities through documentation
Identify Qualifying Research Expenses

CE/CPE credits: Worth one hour

Knowledge Level: Basic*

Field of Study: Taxation

Join the Webinar Here

Youtube Channel

Ask a Question Here

Click Here to Access the Participation Form

Click Here to Contact Technical Team

Why Choose Us

We are certified to the ISO31000:2009 Risk Management standard
We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
We have an rated A+ with the Better Businese Beureau
Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.

Logos-to-use

Schedule a Teleconference

Small businesses in the engineering industry can benefit significantly from the Research and Development tax credit by reducing their federal tax liability for qualified research activities. For startups with little or no income tax liability, the Research and Development payroll tax offset is especially valuable, allowing them to apply the credit toward payroll taxes instead. This helps free up cash flow and offset the high costs of paying engineers and technical staff, enabling continued innovation and growth even in the early stages of development. Taking advantage of this credit can provide crucial financial support for engineering-focused startups.

Are you eligible?

Why choose us?

Pass an Audit?

Tennessee Patent of the Month – May 2025

June 3, 2025 Engineering, Tennessee Patent of the Month

A new U.S. patent from Whisper Aero Inc. could reshape how we think about quiet propulsion. U.S. Patent No. 12291977, titled ‘Propulsor fan array’, introduces a breakthrough in [...]

Engineering Case Study

Hunter Engineering, a family-run business producing custom, environmentally-friendly hunting products, undertook a project to design and develop an alternate copper fishing sinker after lead sinkers were banned in several regions due to environmental concerns. This project involved key areas of investigation and experimentation, including reshaping the sinker due to copper’s lighter weight to ensure proper sinking and casting, and developing a coating to prevent copper erosion. To be eligible for the Research and Experimentation Tax Credit, Hunter Engineering identified four R&D activities as “qualified research”: designing and developing a series of prototypes for the copper sinker, conducting trials and analyzing data for reproducible results and testing coatings, performing background research to evaluate knowledge gaps and determine feasibility, and analyzing customer feedback to improve the prototype design. These activities, considered “qualified research” for their role in developing a new or improved business component and meeting the “Four-Part Test” (Permitted Purpose, Elimination of Uncertainty, Process of Experimentation, and Technological in Nature), were crucial for developing an efficient copper sinker. Despite the extensive R&D, Hunter Engineering’s documentation was limited to design drawings, highlighting a need for more comprehensive record-keeping like project records, lab notes, and testing results to be “compliance ready” for potential IRS audits. Click here to learn more.