Episode #100

20/20 Money Episode # 100 – REALLY Understanding the R&D Tax Credit with Kyle Riddle

October 5, 2020

Understanding whether optometrists qualify for the R&D tax credit is not a simple answer. There are many questions that need to be asked and parameters that must be met. Unfortunately, not all of those parameters are met with clear, black-and-white definitions from the IRS but are rather subjective in nature. This can open the door for misunderstanding of the credit at best or outright fraud and abuse at its worst.

In this episode, join us as we have a discussion with Kyle Riddle of McGuire Sponsel about the in’s and out’s of the R&D tax credit.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.

Tax Deductions to Benefit From–and Exercise Caution Before Claiming

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Episode Transcript

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