As Founder and President of MASSIE R&D Tax Credits, Jason is responsible for the quality, consistency, and integrity of our tax credit service offerings. He heads the Delivery Team at MASSIE and leads all Architecture and Controversy Phases for clients across the United States. He received a B.S. in Accounting from Christian Brothers University and a law degree from the University of Memphis. He was first introduced to R&D Tax Credits at a Big 6 accounting firm in Washington, D.C. Over the next few years; he led Big 4 and law firm practices in managing many types of federal and state tax planning, credits, incentives, and other cash flow strategies. He is widely recognized as an expert by his peers in the R&D Tax Credit and R&D Expenditure areas, with frequent speaking and writing engagements.
Here are some of the beneficial topics covered on this week’s show:
What R and D credits are and aren’t.
How do you use technology to improve the process?
An example of how to leverage technology to help with taxes.
The passage of the Tax Cuts and Jobs Act (TCJA) made the research credit permanent in the tax code and made it even more attractive.
The increased interest in r&d tax credit has overwhelmed the IRS, struggling to keep up with the number of tax returns with r&d claims.
The IRS wants to change the form for refund claims and make taxpayers provide more information.
Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/
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