The SaaS CFO · Ben Murray
podcastplaybookSpecial Edition | What is going on with the US R&D Tax Credit?
Source excerpt
About The SaaS CFOThis 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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Apollo layer
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.