Unlock the full potential of your innovations. Navigate the complexities of Canadian SR&ED and clean economy tax credit programs to maximize your funding and fuel your company's growth.
With the 2025 Federal Budget expanding the Scientific Research and Experimental Development (SR&ED) program, now is the time to ensure you understand how these incentives work — and how your clients or organization can benefit.
Under the Income Tax Act, SR&ED is defined as: “A systematic investigation or search…carried out in a field of science or technology by means of experiment or analysis…for the advancement of scientific knowledge or for the purpose of achieving technological advancement by creating new, or improving existing, materials, devices, products or processes, including incremental improvements thereto.”
In this session, our expert instructor breaks down what SR&ED really means in practice — and how to identify and support eligible activities. You’ll gain insights into current CRA approaches, common misconceptions, and how to make the most of available credits and complementary programs.
Topics include:
Whether you’re advising clients or preparing claims yourself, this session will help you stay ahead of the curve and approach SR&ED with clarity and confidence.
1 activity • 1 videos • duration: 1h 18m
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.
Principal Canadian Practice Leader SR&ED, Ryan
Seasoned financial professional with experience in corporate restructuring, transaction due diligence, strategy, and business development. Proven ability to develop and coach productive teams of loyal high-performing employees. Experienced leader and business development in SR&ED tax. Mr. Douglas is a frequent speaker and writer on the SR&ED program and regularly conducts SR&ED workshops with his clients to provide them with current and relevant information regarding the program. Additionally, he has appeared as a speaker for the following organizations: Canadian Tax Foundation, CPA Canada, Tax Executives Institute.
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.
Yes. This course is useful to me as I am currently a counsel for a clean energy firm.
Interesting overview of a topic I’m not familiar with.
It was informative, maybe adding case examples would help further our understanding
Yes and no - reaffirms known principles regarding SR&ED. I guess my need was very specific with regards to elements of the SR&ED claims.
