Navigating SR&ED: Insider Insights and Expert Guidance for Claiming Tax Incentives in Canada.
This one-hour presentation by Richard Moore of TechnologyIncentives.ca will outline the benefits and requirements of the SR&ED program. Richard will review the CRA’s policies, forms, and approval procedures, drawing on his firsthand experience as a Research & Technology Advisor within the CRA’s SR&ED division in Vancouver. Over four years, he assessed the eligibility of several hundred taxpayers' SR&ED claims. Additionally, with 22 years of experience assisting more than 200 technology-based companies, he has helped secure the CRA’s approval of over 550 SR&ED claims.
Course Content Will Include:
AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.
Richard was employed by the CRA from 1996 to 2000 to audit SR&ED claims in software, hardware, IT, and multimedia. He has worked at IBM, Blackberry and NorthernTelecom, and founded 6 startups. Richard has taught at Simon Fraser University and the University of British Columbia, University of Victoria, and research at the University of Waterloo.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
