Webinar – SR&ED: How to Minimize Audit Risk & Maximize Your Claim

Best Practices for SR&ED Record Keeping and Real-World Examples From the Experts >> Watch the Webinar

Avoid time-consuming audits that can delay your refund or, worse, reduce your expected return. How, you may ask? >> By keeping quality records.

Whether you’re working with a consultant or are a self-filer, keeping quality records will ensure you have the support you need to back up your claim and keep eligible expenditures from slipping through the cracks.

Joshua Smith is a Partner with Welch LLP and has been helping companies maximize their SR&ED claims and avoid audits for nearly two decades. He’s seen it all and will provide his valuable expertise on how to keep quality SR&ED records and show real-world examples of SR&ED court cases and how they could have been avoided.

Nikhil Rodye is a Director with Easly and has helped companies access non-dilutive cash flow through tax credit financing for nearly a decade. He’ll discuss the advantages of using “smart debt” to smooth cash flow and extend runway and show how good record-keeping can help facilitate the SR&ED financing process.

Join us to learn more from these industry experts and maximize your SR&ED. The presentation will be about 25 minutes with time for a Q&A session after the presentation, so come prepared with any questions you have.

Wednesday March 22nd, 1:00 PM EDT / 10:00 AM PDT.