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  • Power Lunch 2.0

Power Lunch 2.0

  • Thu, February 16, 2017
  • 12:00 PM - 1:30 PM
  • 800 E. Colorado Blvd., 3rd Floor, Pasadena, CA 91101


Sponsored by Bank of America Merrill Lynch, the February topic is Taking Advantage of Tax Credits on R&D and Other Business Activities, presented by KPMG. 

Topics Include:

Current Federal Tax Issues and Topics

Research & Development Credits

  • Accounting Methods
    • Tax Reduction/Cash Flow
    • Fixed Asset Reviews at the entity level and individual level
  • Research & Development Credit
    • General research and development overview
    • Payroll/AMT offset - small business application

Current State and Local Tax Issues and Topics

Income Franchise Tax Credits

  • Choosing a Company Structure: Entity Formation Options
  • Tax Compliance and Planning Considerations
  • California Tax Credits / Incentives

Sales and Use Tax Refunds

  • Manufacturing/R&D Opportunity
    • Partial Tax Rate Changes
    • Application of the Credit
    • Technology Transfer Agreement Refund Opportunity
      • Overview of application of exemption
      • Embedded Software vs. Stand-alone Software


Complimentary lunch for members; $20 for non-members


Validated parking is provided by Bank of America Merrill Lynch. The parking garage is located across the event building with entrances on Lake Ave. and Hudson Ave. Park at any visitor parking spot.

San Gabriel Valley Economic Partnership

248 E. Foothill Blvd. Suite 100, Monrovia, CA 91016

Phone: (626) 856-3400    Fax: (626) 856-5115


Office Hours: Monday–Thursday 9:00 a.m. to 5:30 p.m.,
Friday 9:00 a.m. to 1:00 p.m.

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