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Best Practices for Conducting an R&D Study


CEOs, presidents, partners and CFOs of U.S. companies claiming—or interested in claiming—the Research and Development Tax Credit



Wednesday, May 31st, 2017 12:00 – 1:00 PM CDT



Join Former IRS Acting Commissioner Steven Miller, John Dies and Jeremy Fingeret for a free webinar from alliantgroup to discuss what every company should know before claiming the R&D credit. Recent regulatory changes and court rulings have removed certain limitations on the R&D Tax Credit starting with this year. At the same time, the requirements to claim the R&D Tax Credit are now more specific and stringent than ever before. As the IRS takes a closer look at R&D claims, it is imperative for businesses to partner with a provider who conducts R&D studies the right way.

Our directors will explain what a proper study requires and also discuss common shortcut practices that some R&D providers and CPA firms take. These shortcuts can make businesses more susceptible to audit and stop them from claiming the full amount available to them. While the credit has great value, it can also backfire if not claimed correctly.

alliantgroup is the foremost expert on the R&D Tax Credit among tax providers. Our team has conducted—and successfully sustained—thousands of R&D case studies.


Steven Miller is alliantgroup’s National Director of Tax and a Former IRS Acting Commissioner. Mr. Miller spent 25 years at the IRS and previously served as the agency’s Commissioner of the Large and Mid-Size Business Division.

John Dies is alliantgroup’s Managing Director of Tax Controversy Services. He is an experienced trial attorney who specializes in audit and credit defense, captive insurance compliance and domestic and international tax planning.

Jeremy Fingeret is a Senior Managing Director at alliantgroup’s Houston headquarters. He has helped thousands of companies claim tax incentives like the R&D Tax Credit, the 179D Deduction and more.

Have questions or comments? Email [email protected]

Complete the form below to register.