The SaaS CFO · Ben Murray

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Special Edition | What is going on with the US R&D Tax Credit?

21 March 202312 minProfit

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This is a special edition of the podcast covering the US R&D tax credit. I invited Tyler Kem, President of Strike Tax Advisory, to discuss the latest on this tax credit. There were big changes to section 174 of the tax law affecting small businesses that claimed this credit in the past. No repeal of these changes is in sight, so we must understand where we stand today. To understand your tax situation, reach out to your CPA, tax accountant, and/or R&D tax specialist. Tyler Kem's LinkedIn: https://www.linkedin.com/in/tylerkem/ Tyler's email: tyler@striketax.com

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What a founder can learn

Founder takeaway

Do not assume the US R&D tax credit will affect your business as it did in prior years. Have a qualified tax adviser assess the current Section 174 treatment before incorporating any expected benefit into budgets or cash plans.

Why it matters

Tax-law changes can alter the timing and value of benefits that founders previously relied on, creating unexpected tax bills or cash-flow pressure if forecasts still use old assumptions.

Relevant guides

Profit Operations

Special Edition | What is going on with the US R&D Tax Credit?

What a founder can learn

Founder takeaway

Why it matters

Relevant guides

Put it to work

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