About the Webinar

Many companies leave money on the table because they assume R&D credits only apply to laboratories, patents, breakthrough inventions, or formal research departments.

In reality, qualifying work may be happening inside everyday business activity. It can show up when a company improves a product, redesigns a process, builds custom software, tests materials, develops prototypes, resolves design failures, or works through technical uncertainty.

The challenge is that many companies never get far enough to evaluate the credit. They hear “R&D” and immediately decide, “That’s not us.”

In this session, Bennett Thrasher Credits & Incentives Partner Nina Desai will explain how companies can identify potential R&D credit activity, understand the four-part test, recognize which costs may qualify, and avoid common documentation gaps.

What You Will Learn

Why companies often self-disqualify too early

What R&D credit activity may look like in ordinary business operations

How the four-part test applies in plain English

Which activities generally do and do not qualify

What expenses may be included, including wages, supplies, contractors, and certain cloud costs

How documentation can help support a defensible claim

How the payroll tax offset may benefit certain early-stage or growth companies