Contrary to popular belief, the Scientific Research & Experimental Development (SR&ED) program holds a scope far broader than the narrow understanding of a pure researcher, even including medical doctors, engineers, and other assorted professions within its fold. However, more often than not, a lack of comprehension of its eligibility criteria or even an insufficient grasp on the nuances of this program prevents others from benefiting from this valuable source of funding.
Sometimes, reading more text doesn’t help — which is why we’ll be delivering an in-person course on SR&ED in Toronto on September 17th, 2015.
This course will deal with every aspect of a typical beginner’s SR&ED experience, and will discuss relevant technical and financial information, as well as contemporary insight on policy guidelines and compliance using real life case studies and case rulings from the Tax Court of Canada. Our industry expert and course instructor Elizabeth Lance will also walk you through every step from application to claim submission, and even current Canada Revenue Agency (CRA) reviewal and dispute resolution processes. Furthermore, attendees will also be introduced to and made familiar with several other guides and walkthroughs providing clear examples on this journey to success.
The topics covered in this course will include:
- SR&ED: Overview and History
- Overview of Investment Tax Credit (ITC) Rates: Federal/Provincial
- Key Definitions: Income Tax Act & Glossary
- Claim Forms & Guides (Technical & Financial)
- Key SR&ED Policies (10)
- Review & Dispute Resolution Processes (including Claim Review Manual)
- Request for Information Letters/li>
- Significant Case Law Body & Precedents (Historical and Current)
This course is being hosted by AJAG. From their website:
Founded in 2003 by Jonathan A. Tucker, CPA CA and Ivan M. Tabac, CPA, CA, CFP, AJAG Professional Development is dedicated to making broad-based, flexible and reasonably-priced professional development courses available to accountants and other financial advisory professionals
AJAG features a roster of highly-qualified instructors to deliver content that is pertinent, up-to-date and engaging. Based in Richmond Hill, Ontario, AJAG offers courses in several different locations – Oakville, Markham and Toronto.
We invite you to view our catalogue of courses and programs, and hope that you will allow us to become your main source of continuing professional development.
Come meet our founder and listen to our lead in SR&ED research discuss her wealth of information in an accessible format on Thursday, September 17, 2015 in Toronto, ON. Sign up for the course here and earn 3 Professional Development hours.