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Member Workshop | Maximizing SR&ED Tax Credits While Navigating Complexities

In this workshop, hosted by Emergex SR&ED Consultants, you'll gain insights into Scientific Research and Experimental Development (SR&ED) best practices and potential pitfalls with tips from experts.

Host Member:

A person working on their finances, with a calculator.

Are you confident that you have all the answers when it comes to Scientific Research and Experimental Development (SR&ED) tax credits? Whether you're the CEO, CTO or CFO of a successful technology company or established manufacturer, navigating the complexities of SR&ED can be daunting, potentially resulting in missed opportunities to optimize returns.

Join us for this enlightening workshop led by our member, Emergex SR&ED Consultants, to gain invaluable insights into SR&ED and ensure you're fully equipped to claim what you deserve.

TRBOT members receive free access to workshops, whereas non-members can attend virtual workshops for free and are charged a nominal fee for in-person workshops.

Key Takeaways

By mastering SR&ED tax credits, you'll not only optimize your financial returns but also enhance your company's competitive edge. These credits can provide crucial funding for ongoing research and development initiatives, fueling innovation and enabling you to stay ahead in today's rapidly evolving market.

Designed for innovators and business leaders from companies developing technology, this workshop covers essential topics including:

  • Best practices and potential pitfalls to avoid.
  • How to claim SR&ED on projects delivered to a paying customer while avoiding double dipping?
  • Work conducted by subcontractors or consultants and the rules of contract payments.
  • Eligibility and rates for bonuses paid to employees and shareholders.
  • Can project management, documentation, and training be claimed as R&D expenses?
  • Is owning the intellectual property necessary to claim SR&ED?
  • Facing Canada Revenue Agency auditors and the eligibility assessment criteria.
  • How to prepare before a CRA audit to increase your chances of success and minimize the risk of cuts?

Don't miss this opportunity to equip yourself with the knowledge to unlock the secrets to maximizing your SR&ED returns. Don't leave money on the table!

Speakers

  • Jenny Randria, Innovation Tax Advisor, Emergex SR&ED Consultants
  • Christopher Young, Innovation Tax Advisor, Emergex SR&ED Consultants

about our member

Emergex SR&ED Consultants is a firm specialized in facilitating financing for technology companies via claims of Scientific Research and Experimental Development (SR&ED) tax credits, the Industrial Research Assistance Program (IRAP) grant, and the latest government grants.

The Emergex team, consisting of industry experts, including several PhD holders, has established credibility with the Canada Revenue Agency (CRA) through extensive interactions with auditors and a remarkable historical success rate of 98%. The firm operates on a result-oriented model, where clients only pay a percentage of the financing received. For those seeking a second opinion on past or future claims, Emergex offers a personalized diagnostic service at no cost and without obligation.