The Research and 发展税收抵免 is often overlooked, but it can provide enormous benefits to companies that recognize its potential. Typically, organizations claim less tax benefit than they’re entitled to or, 更糟糕的是, believe they don’t qualify because research and development isn’t their main business. In addition to the federal tax credits, many states have enacted generous credit programs, and some are refundable even if you haven’t paid taxes.

Marcum has helped our clients save more than 2亿美元 使用研究 & 发展税收抵免.

R&D Credits Available in Marcum Office Regions*

*States have unique qualifying limitations.

行业 where we’ve helped clients claim the credit

  • Business and Professional Services
  • 建设
  • 消费品(食品 & 饮料、大麻、零售 & 服装、艺术 & 娱乐)
  • 金融网上买彩票平台(Fintech, 另类投资, 经纪商/交易商, 金融机构, 保险)
  • 医疗保健
  • 制造业 & (能量分布 & Utilities, 制造业/Wholesale/分布, Transportation)
  • 私人股本
  • 技术 & 生命科学(数据 & Analytics, Software Development)
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man standing in front of windows

What types of activities qualify?

  • Investing in resources for new or improved products.
  • Investing to develop new or improved manufacturing or service processes.
  • Investing in software and software-related technology – i.e., Artificial Intelligence, financial modeling, fin-tech applications, security protocols, and more.
  • Efforts to improve manufacturing efficiency, 减少废, and implement techniques like “lean,” “green,”“改善,”和“看板.”
  • Owning existing patents or patents pending.
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Marcum 2021年年终税务指南

2021年和2022年的税收规划

Contacts

威廉Kuhlman

威廉Kuhlman

R&D税收抵免领导者

  • Tax & Business
  • 费城,宾夕法尼亚州
彼得喝

彼得喝

National 主要-in-Charge, 税收抵免 and 激励

  • Tax & Business
  • 科斯塔梅萨,
约翰Eckweiler

约翰Eckweiler

Partner-in-Charge, Tax Services - 加州

  • Tax & Business
  • 科斯塔梅萨,
巴里Fischman

巴里Fischman

Partner

  • Tax & Business
  • 康涅狄格州纽黑文
黛安·佐丹奴

黛安·佐丹奴

Partner

  • Tax & Business
  • 纽约梅尔维尔
詹姆斯Lundy

詹姆斯Lundy

Partner

  • Tax & Business
  • 美国田纳西州纳什维尔
加里·罗斯

加里·罗斯

Partner-in-Charge, Tax Services - Illinois

  • Tax & Business
  • 迪尔菲尔德中学,
吉尔·谢尔

吉尔·谢尔

Partner

  • Tax & Business
  • 纽约梅尔维尔
Jeffrey Winkleman

Jeffrey Winkleman

Partner-in-Charge, 企业所得税ation

  • Tax & Business
  • 费城,宾夕法尼亚州