THIS SESSION IS FULL. THANK YOU FOR YOUR INTEREST IN ATTENDING THE SR&ED WORKSHOP.

To be put on a waiting list, please email sarah [dot] currietechalliance [dot] ca your name, organization and contact information.

SR&ED:  How to Build a More Effective Claim Under t661-08

As part of London Tech Week 2010, this three-hour workshop is aimed at helping technology entrepreneurs de-code the SR&ED rules, learn how to use CRA’s new t661-08 claim form, and get familiar with a few key tax planning concepts that will maximize the tax benefit.

Why? Because there have been some significant changes in the claim process that mean your next SR&ED claim will probably look a lot different than your last one.

The last two Federal and Ontario budgets have made significant changes in how SR&ED benefits are calculated.  Although subtle, these changes greatly increase the amount of cash refund available.  

CRA has introduced a new claim form (t661-08) that features several new categories of information.  Not surprisingly with all that extra cash available, CRA auditors will be scrutinizing your claim more closely than ever before and t661-08 is the perfect tool to do it with.

Agenda:

• 8:00am - 8:30am: Registration, breakfast and networking
• 8:30am - 11:30am: Workshop
  
  

Learning Outcomes: 

• How business ownership structure and income affect SR&ED benefits
• What information is required for t661-08
• Defining the SR&ED project – where does it start and end?
• Compliance and record keeping – how to satisfy CRA auditors
• How to write an effective project technical description in 1,400 words or less
• Case study examples of SR&ED project descriptions

Who Should Attend:

• Technology entrepreneurs  - especially those whose background is not financial
• R&D leaders and managers
• Scientists and engineers who prepare company SR&ED claims

Please note:
This workshop has limited seating. As such, this session is not open to tax preparers or SR&ED consultants and is designed for professionals whose backgrounds are not in tax preparation.

Presenters:

David R Hearn, Managing Director, Scitax Advisory Partners LP
David brings over 15 years experience in the field of SR&ED tax credits.  Before forming Scitax in 2006, he was a senior member of the SR&ED practice in a “big four” accounting firm.  Prior to entering the consulting field David held engineering and R&D positions at a multi-national electronics company.  He serves on various CRA practitioner committees relating to SR&ED issues and is published author on matters of interest to technology business.

Anna C.  Petryshyn, Scitax Advisory Partners LP
Anna Petryshyn is a technical consultant at Scitax Advisory Partners.  Her B.Sc.E. in mechanical engineering is complemented by certifications as a tool & die maker under both German and Canadian standards.  Prior to joining Scitax she was employed by a tier-one automotive parts manufacturer.  In addition to her normal work on SR&ED claims for clients in the automotive sector, Anna has been engaged in research assignments for various economic development agencies.



Materials:
Courseware and case study materials are similar to those developed for Scitax's in-house and customer training programs.

Workshop Sponsor