In order to fully understand a topic, you must know its past, present, and future, and that's the same for R&D tax credits. Join this session where our presenters will review the history of this tax credit as it relates to businesses of all sizes. The presenters will also discuss important news and updates on tax law in relation to the credit. The presenters will share strategies for optimizing the credit, especially concerning the Employee Retention Tax Credit, and will discuss critical items to include in an R&D study to defend a claim confidently.
Learning Objectives:
TriNet Clarus R+D
Divisional Vice President of Tax
monika.diehl@trinet.com
(614) 545-9100
Monika serves as the Divisional Vice President of Tax for TriNet Clarus R+D. She is a CPA and holds a Master of Taxation from Capital University Law School. Monika has extensive business tax experience and worked in internal audit earlier in her career reviewing business processes. She is excited about the opportunity at Clarus to talk with businesses about their projects and to work with them to use their investment in innovation to reduce the amount of tax they pay. Monika has a BS in Accounting from The Ohio State University, and lives in Bexley, Ohio with her family.
TriNet Clarus R+D
Senior Tax Credit Specialist
jburcu@clarusrd.com
(614) 706-3366
John is a Senior Tax Credit Specialist for Clarus R+D. He has extensive experience in various industries including manufacturing, insurance, and agriculture through his earlier work at both CliftonLarsonAllen and KPMG. John earned a BS in Accounting and Business Management from Walsh University.