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  4. R&D Tax Credit

Improving bottom lines through R&E tax credits

Our experience with the Research & Experimentation tax credit helps business owners maximize profits. We work exclusively with entrepreneurs and understand the activities that do and do not qualify as a way to reinvest in the business. A complementary assessment is all that’s needed.

benefits & savings

The Research and Experimentation (R&E) tax credit is an incentive providing tax benefits for companies investing in innovation, process improvement, and the elimination of design uncertainties related to many business components. There is a great savings opportunity for manufacturers, systems integrators, and the entire automation industry to explore

activities & expenditures

Generally, R&E tax credits may apply to companies that perform, or hire outside contractors or consultants to perform, qualified activities which include:

    • Research expenditures which may be treated as deductible expenses under the provisions of the tax code
    • Research undertaken for the purpose of discovering information which is technological in nature and, the application of which, is intended to be useful in the development of new or improved business component
  • Substantially all the activities that constitute elements of a process of experimentation for a functional purpose

related insights

Maximizing Tax Savings for System Integrators & Automation Companies

On June 7, Clayton & McKervey Shareholders Tim Finerty and Sarah Russell hosted a video produced by the Robotic Industries Association (RIA).  Titled Maximizing Tax Savings for System Integrators &…

Read full story
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Our team is always ready to help. Please contact us for more information.

Sarah Russell

Shareholder, Tax

Contact Sarah   |   Read Sarah's bio

Resources

  • Maximizing Tax Savings for Systems Integrators & Automation Companies
  • R&E Tax Credits
  • Misconceptions about the Research & Experimentation Tax Credit
  • Control Design: Money on the Table
  • Tax Reform Check-in For Systems Integrators Presentation
  • Featured Content
  • Related Insights

Improving bottom lines through R&E tax credits

Our experience with the Research & Experimentation tax credit helps business owners maximize profits. We work exclusively with entrepreneurs and understand the activities that do and do not qualify as a way to reinvest in the business. A complementary assessment is all that’s needed.

benefits & savings

The Research and Experimentation (R&E) tax credit is an incentive providing tax benefits for companies investing in innovation, process improvement, and the elimination of design uncertainties related to many business components. There is a great savings opportunity for manufacturers, systems integrators, and the entire automation industry to explore

activities & expenditures

Generally, R&E tax credits may apply to companies that perform, or hire outside contractors or consultants to perform, qualified activities which include:

    • Research expenditures which may be treated as deductible expenses under the provisions of the tax code
    • Research undertaken for the purpose of discovering information which is technological in nature and, the application of which, is intended to be useful in the development of new or improved business component
  • Substantially all the activities that constitute elements of a process of experimentation for a functional purpose

Resources

  • Maximizing Tax Savings for Systems Integrators & Automation Companies
  • R&E Tax Credits
  • Misconceptions about the Research & Experimentation Tax Credit
  • Control Design: Money on the Table
  • Tax Reform Check-in For Systems Integrators Presentation

Our team is always ready to help.

Please contact us for more information.

Sarah Russell

Shareholder, Tax

Contact Sarah   |   Read Sarah's bio

Maximizing Tax Savings for System Integrators & Automation Companies

On June 7, Clayton & McKervey Shareholders Tim Finerty and Sarah Russell hosted a video produced by the Robotic Industries…

Read more

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