📌 FAE Briefing Room: R&D Credit in Practice: Speaking Session

Date: Thursday, January 30, 2026
Time: 2:00 PM – 3:15 PM
Location: Teleconference (Attend from anywhere)
Registration: Register Here

Presented by: Foundation for Accounting Education (FAE)
Featuring Speakers from: EPSA USA / Fi Group

Overview:
Join FAE’s Briefing Room: Tax Edition for a 75-minute session focused exclusively on the R&D Tax Credit. Learn practical strategies for organizing R&D Credit Studies that minimize audit risk and maximize client benefit. This session is led by a panel of former IRS agents, including speakers from EPSA USA / Fi Group, and addresses three critical aspects of the R&D Tax Credit:

1. How the credit works

2. Use of statistical sampling in R&D studies

3. Internal Use Software (IUS) and the High Threshold of Innovation Test

Learning Objectives:
By the end of this session, participants will be able to:

• Determine if their firm qualifies for the R&D Tax Credit

• Structure R&D Tax Credits for firms with more than 100 employees

• Understand the Process of Experimentation and the 4-Part Test

• Use statistical sampling methods to calculate the credit

• Identify Internal Use Software projects and apply the High Threshold of Innovation Test

Level of Knowledge: Basic

Pricing:

• Member Early Bird (expires Jan 16): $49 | Non-Member Early Bird: $149

• Member Price: $69 | Non-Member Price: $169

Gain insights into one of the most audited issues by the IRS and hear directly from EPSA USA / Fi Group experts about practical R&D strategies that reduce risk and maximize client benefits.