Continuing Professional Education

CPE Credits through Presentations

All CPAs are required to receive Continuing Professional Education in order to maintain a license to practice. CPE credit hour requirements vary from state to state. The goal is to ensure that practicing CPAs continue learning and/or remain up-to-date with the latest changes in the fields of tax and accounting. Think of it as professional development hours. DST Advisory Group presentations are an excellent way to earn CPE credits while improving knowledge in the area of research tax credits.

Continuing Professional Education for CPAs

DST is registered by the NASBA to provide CPE credits in the field of Taxes. Our presentations are informative, interactive and provide guidance and knowledge to tax and accounting professionals.

Our presentations are reviewed by our CPA and Attorneys to ensure high compliance to the standards.

Presentations can be conducted to CPA firms, Associations, and Organizations (national or local based).

How we best serve you

Our Process

Step 1 – Assessment and Scheduling

Where applicable, DST will conduct a preliminary analysis in order to estimate the Research Tax Credit (RTC) benefit available under the Agreement Period. The deliverable from this step will include a “Project Initiation Letter” which may also include a proposed work plan outlining the action items to accomplish the remaining steps, and a time frame for completion.

Step 2 – Facility Site Visit(s)

This step will involve strategic site visit(s) and/or conference calls with Subject Matter Experts (SMEs) of the Client, as approved by the Client. The deliverable from this step may include Site Visit Summary of Findings Report(s).

Step 3 – Analysis of Qualified Research Activities (QRAs) and Qualified Research Expenses (QREs)

This step will involve a review of the activities, expenditures and contemporaneous documentation under the Agreement Period. The review will include qualification and exclusions found under IRC Section 41, regulations and case law. This step will also include the preparation of DST tools for documentation of QRAs, QREs and contemporaneous documentation.

Step 4 – Preparation of RTC Calculations & Forms

This step will involve the preparation of the necessary Federal & State RTC calculations for tax return filing purposes (or for tax attribute schedules). DST will provide support with regards to any review of such information by Client’s external tax return preparer, where applicable. Such support will be considered part of Schedule B – Fees for Services Rendered.

Step 5 – Technical Nexus

DST will develop an RTC framework that establishes “Nexus” among qualified activities, expenditures and corroborative records. The Nexus framework will be outlined in the Legend Narrative.

Step 6 – Project Management and Review

The DST management team will oversee project implementation, review and delivery, where applicable.

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