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Aug 5, 2020

In this episode, Curtis May and Sam Denton will discuss popular, but not well-known R&D tax credits: what they are, who qualifies, and how to save 10's of thousands to hundreds of dollars you might be losing out on.


Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit
www.practicalwealthadvisors.com

 

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Show Notes

  • A show for business owners - 0:33
  • Educating the CPA - 3:48
  • Developing a new technique - 5:43
  • Working with clients - 8:13
  • Looking at your business activity - 9:10
  • Overpaying taxes - 10:06
  • What his company is trying to do - 12:16
  • All about credit - 15:06
  • You have to keep your records - 18:13
  • Who’s taking the risk - 21:14
  • Helping small business recover cash - 26:46
  • Their process and what they do - 28:10
  • Living on your terms and creating independence - 29:00

 

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