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Benefits of the R&D Tax Credit on the FinTech Industry

Corporate Tax Reform Under the Trump Administration: A FinTech Roundtable Discussion 03.15.17

The FinTech sector is rapidly evolving, forcing start-ups to actively invest in cutting edge technology to meet modern demands. In an effort to encourage innovation, the federal government has put forth various approvals and tax credits of eligible spending for new and improved products and processes. As the Trump administration moves quickly to implement its initiatives during its first 100 days, start-ups will need to stay on top of corporate tax changes and its impact on small businesses and their owners.

Join us for an educational discussion as we break down the reform plans and unveil the advantages of the Research and Development (R&D) Tax Credit for FinTech start-ups. During this program, we will discuss the favorable benefits of the updated regulations, the vast opportunities in this niche industry, and how to maximize the benefit of claiming the R&D tax credit.

Discussion topics to include:

  • Summary of major tax reforms discussed by Trump administration 
  • Overview of the R&D tax credit
  • Updated regulations and advantages for FinTech start-ups
  • Arising noteworthy opportunities
Date: Wednesday, March 22, 2017
Time: 4:30 pm - 5:00 pm: Registration
  5:00 pm - 6:00 pm: Roundtable Discussion
  6:00 pm - 7:00 pm: Networking Reception
Location: BPM San Francisco
  600 California Street, Suite 600
  San Francisco, CA 94108
   

In order to maximize program effectiveness, please come prepared with questions and ready to participate.

Please RSVP online before March 15, 2017.

We look forward to seeing you!

This program is eligible for CPE credit.

Discussion Leader:
Joyce Kandt
R&D Tax Director, BPM
Joyce has close to 10 years of dedicated R&D tax credit experience representing clients in all aspects of R&D tax issues. Aside from technology companies, Joyce also represents clients in the cleantech, aerospace, life science and consumer business industries. She has experience in tax compliance, Section 199 consulting, fixed assets consulting, tax provisions, and other federal and state incentives work. Joyce is a magna cum laude graduate of the University of San Francisco with a Bachelor’s degree in Accounting. She is a member of Beta Alpha Psi, Beta Gamma Sigma and Alpha Sigma Nu, which are all honor organizations.

Moderator:
Asad Ramzanali
Senior Manager, Center for Financial Services Innovation (CFSI)
As a Senior Manager, Mr. Asad guides CFSI’s entrepreneur outreach and support for the Financial Solutions Lab. He is passionate about how technology and innovative business models can transform peoples’ financial lives like never before. Prior to joining CFSI, Asad was at Intuit where he worked in Product Management and Marketing, as part of the Intuit’s Rotational Development Program. Most recently, he spent a couple of years as part of the Corporate Strategy & Development group. He earned his BA at the University of California, Los Angeles, where he studied economics and global studies

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