Unlocking the Power of R&D Tax Credits: Essentials, Extensions & Amendments
Demystify the R&D tax credit process and turn your innovation into real financial returns.
Join Arvo Clarus R+D for a practical and informative webinar that breaks down the complexities of R&D tax credits. Whether you're new to the process or looking to refine your approach, this session will guide you through the essentials — including how to handle claims when you've filed an extension or need to amend previous returns.
What You’ll Learn:
📘 R&D Tax Credit Fundamentals: Understand who qualifies, what activities count, and how to get started.
⏳ Filing Extensions: Learn how extensions impact your eligibility and timing.
📝 Amending Returns: Discover how to revisit prior filings to claim missed credits — the right way.
🗂️ Documentation & Compliance: Get clear on what the IRS expects and how to stay audit-ready.
🚀 Maximizing Your Credit: Explore actionable strategies to increase your claim’s value.
Speakers:
Monika Diehl serves as the Vice President of Tax and Operations for Arvo Clarus R+D. She is a CPA and holds a Master of Taxation from Capital University Law School. Monika has extensive business tax experience and worked in internal audit earlier in her career reviewing business processes. She is excited about the opportunity at Clarus to talk with businesses about their projects and to work with them to use their investment in innovation to reduce the amount of tax they pay. Monika has a BS in Accounting from The Ohio State University.
John Burcu serves as a Manager on the R&D Advisory Team at Arvo Clarus R+D. He brings several years of experience in R&D tax credit consulting, having worked with clients ranging from startups to Fortune 500 companies across a variety of industries. John is passionate about helping businesses recognize the value of their innovation and translating that into meaningful tax savings. Prior to joining Arvo, he worked at KPMG and CliftonLarsonAllen with his main focus being on the R&D Tax Credit. He holds a B.A. in Accounting and Business Management from Walsh University.
Ideal for: Founders, CFOs, controllers, and tax professionals looking to boost cash flow through strategic use of R&D incentives.
About The Fourth Effect:
🚀 Power Up Your Startup & Board Career 🚀
We help startups scale faster and fundraise smarter by building and leveraging high-impact advisory and governing boards—while also connecting top advisors, board directors, and investors with the companies that need them most.
For Startups:
📚 Build Strong Boards – Access expert-led programming, templates, and guides to create effective advisory and governing boards.
🎯 Match with Industry Experts – Connect with 2,900+ senior executives (C-Suite, GCs, VPs) ready to support your growth.
💰 Unlock Funding Opportunities – Gain direct access to 150+ Angels and VCs.
🤝 Leverage a Powerful Peer Network – Join 800+ startups sharing insights, strategies, and connections.
For Advisors & Investors:
🎓 Guide the Next Unicorn – Share your expertise with high-potential startups seeking strategic leadership.
🔗 Exclusive Matching – Get connected with startups that align with your industry experience and investment interests.
📈 Expand Your Influence – Join a vetted network of executives making an impact on emerging businesses.
Build smarter, scale faster, and fundraise better—whether you're a startup seeking game-changing advisors or an expert looking to shape the future of innovation. 🚀
💡 Learn more at a platform tour.
📲 Follow us on LinkedIn
____________________________________________
***By signing up, you agree that any contact or personal information may be shared with The Fourth Effect, its affiliates, and other attendees. You also consent to the event being recorded and your name, information, image, audio, and video being published and/or edited in any form. You will also be added to our mailing list so that you can be in the know of all of our upcoming events.