UPCOMING LIVE WEBINAR

The R&D Tax Credit in the Software and Artificial Intelligence Industries

Date & Time: Thursday, October 2, 2025 at 1:00 pm CT | Duration: 60 Minutes

R&D Tax Credits: 80% of companies that qualify and 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 Software and AI Industries

Date: Thursday, October 2, 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

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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.

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Small businesses in the software and Artificial Intelligence industry can benefit significantly from the Research and Development tax credit, which rewards innovation by reducing tax liability for eligible research activities. For startups not yet turning a profit, the Research and Development payroll tax offset is especially valuable—it allows companies to apply up to $500,000 of the credit annually against their payroll taxes. This helps reduce burn rate and frees up cash to reinvest in product development, hiring, and scaling operations, making it a critical tool for early-stage growth.

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Software Case Study

IVO Tech, a software company specializing in employment screening solutions, undertook numerous innovative development projects between 2011 and 2013 to enhance its product offerings, including improvements in software functionality, processing speed, and data storage. Although the company had never previously claimed the R\&D tax credit and was unaware that its work qualified, a consultation with an R\&D tax specialist revealed that many of its daily activities met the criteria for qualified research. These included developing new features, conducting extensive testing, addressing technical uncertainties, and experimenting with solutions, all of which relied on principles of computer science and engineering. IVO ultimately identified \$1.95 million in qualifying research expenses over the three-year period and received a \$45,000 federal tax credit. To ensure future compliance and continued benefit, the company implemented a system to identify, document, and support R\&D efforts moving forward. To meet IRS standards, IVO maintained detailed records such as innovation logs, testing documentation, change reports, analysis results, invoices, receipts, and employee timesheets. This thorough documentation helped confirm IVO’s eligibility for the credit by clearly demonstrating the systematic and technical nature of its research activities and its readiness in the event of an audit. Click here to learn more.