R&D Tax Credits

Articles, updates, and wealth-building strategies for high-income earners, business owners, and investors.

Can you claim an R&D credit on an amended return?
R&D Tax Credits

Can you claim an R&D credit on an amended return?

Yes, businesses can claim a missed R&D credit on an amended return for open tax years, but specific forms, deadlines, and documentation rules apply.

October 26, 2026
How do you claim the R&D tax credit against payroll taxes?
R&D Tax Credits

How do you claim the R&D tax credit against payroll taxes?

A qualified small business can offset up to $500,000 in payroll taxes using the R&D credit by electing on Form 6765 and filing Form 8974 each quarter.

October 19, 2026
When Is the R&D Credit Claim Deadline for 2026?
R&D Tax Credits

When Is the R&D Credit Claim Deadline for 2026?

The 2026 R&D credit claim deadline is not one date but a sequence. Learn which deadlines apply to your business and what happens if you miss each one.

October 2, 2026
How Does the Software R&D Credit Work for Tech Companies in 2026?
R&D Tax Credits

How Does the Software R&D Credit Work for Tech Companies in 2026?

The software R&D credit gives tech companies a dollar-for-dollar federal tax reduction for qualifying development work. Here is how it works in 2026.

September 21, 2026
What Counts as Qualified Research Expenses for the R&D Credit?
R&D Tax Credits

What Counts as Qualified Research Expenses for the R&D Credit?

Qualified research expenses determine your R&D tax credit under IRC Section 41. Learn which costs count, what the four-part test requires, and how to avoid.

August 5, 2026