Research & Development (R&D) Tax Credit For Your Clients

If you have clients in the medical field, engineering, manufacturing, or any other industry where research and development or customization is part of their business process, it’s important you attend this meeting and share this information with your clients. Speaker Megan Gunsorek explains the details of this tax credit and shares the process of informing, and working with the client to obtain credits and refunds. We have a special guest, Tom Frost, founder of the 401(k) Plan Company, to discuss the latest updates in the market and referral opportunities.