---
title: Cash in Your Pocket – Navigating R&D Credits and Qualified Small Business Stock
description: Technology is constantly changing and forcing companies to innovate. However, overcoming technical challenges at various stages of your business can be costly and time-consuming.  Utilizing the R&D Tax Credit provides a valuable economic incentive to pursue innovation.
---

[Edison Blog | Insights for Growth Stage Technology Companies ](https://www.edisonpartners.com/blog)

# [Cash in Your Pocket – Navigating R&D Credits and Qualified Small Business Stock](https://www.edisonpartners.com/blog/cash-in-your-pocket)

 Written by [Eileen Covey](https://www.edisonpartners.com/blog/author/eileen-covey) | 8/27/2019

Technology is constantly changing and forcing companies to innovate. However, overcoming technical challenges at various stages of your business can be costly and time-consuming.  Utilizing the R&D Tax Credit provides a valuable economic incentive to pursue innovation. [Tim Rankins](https://www.edisonpartners.com/e2t/c/*W93-yBl7l80HYW4c6NZj7Y12Wx0/*W1kJd6K2_xcfVV6tV-v2pK_s_0/5/f18dQhb0Sjvc8YHsGzW2Jsgg87PKkCqW56NNCW2B57LpW2KBfjg6mdttXW7s5Q4q1VK60vW54pDDt30V2L8W8Wm1sh1Syn3XVJpg278WxCqNW2MznrN5p2bhrW5DHNj2746k1xW6-bHvb7zntbPW1bbV3g7JCxGlW81bhDK7N_KqMW12CJpd3VKVtLW6mGYL637CLftW8mQMYT7NM5zGW1jsTlM8hz0YsW806yj370ml3sW3pBJTd35jJH6N4cvrxMmVJddN6rWrXJ4ltshVBYGQg1sBxd8N6_FnnP4rGwvW1F91kD9kydK-W5dLctW932X4WW6cXSvH2XYq7fW4NfZHr2rRdz3N5Rz4FHzNnLFW71ZK_D8l_CyKTQb0x5x3kGpW4QNQg853q9vBW2kW-rM5rFxFnW3n42Gt49kJcBW6hz0s82bzNQYW5-kG1b4cPjDyVLmX8614cpFKW7z2NMH1D7xcRN2xx8wP84rVzW6LzXZ02VR1t4W7dpjxc8s91Y-W3WlYpZ3_3vsrW6msSbg91bLrVW6gVCkG3xWwfqSbfV5-g9rZ102), *Senior Tax Manager *at [EisnerAmper](https://www.edisonpartners.com/e2t/c/*W93-yBl7l80HYW4c6NZj7Y12Wx0/*W5FYk9W7fYPBFVjd-1Z2ZRR9G0/5/f18dQhb0Sjv88XJ8kFW2Jsgg87PKkCqW56NNCW2zmb8ZW2KBfjg6mdttXW7s5Q4q1VK60vW54pDDt30V2L8W8Wm1wh2MznrNW5p2qqM7vp5SXW3x3VN93v5lf5W8sLZQh5gG8LxW3SQgn23_CV3gN3V_TcnxZ29qW41TlcR3Tw-3WW69cdM_7nwG0kW6bnMRg2zYMKJW7d094f6G7FblW4DFfS36Q8_85W6bC-Zm8q-sw7VNLwph3zG-T2VbGvk01cSsF5W2Vb4zf4F8VQrVbSrZQ3gl2L-W9h-Czy16lz4pW8L1pQc36KmxpN5VSmHYcp0mxW4VFtbT2j0jpZW15yQvt4KQ_BsN7lVld13zw2DN1J1bX0dtb7LVNKWH64DR-WJW1x9bpm6P6dlwW8lGnlq3f_5_KW4p7yDT2Byr4fW8ty8Mg1qMTq9W26rSpl5L1yJ6W3dh2rb4r6V9yW1m13Gx49FShzW1TYwkN6_DxDmW7cBxZw2gM3gxN4z3XgR6C3TpW21tFKQ7J0gznW3wPByY3wqspBf8mL06Y11)*, *can tell you how*.*

 

Qualified Small Business Stock stimulates investment in certain SMEs by allowing the exclusion or deferral of gains from the disposition of QSBS. [Seth Moskowitz](https://www.eisneramper.com/seth-moskowitz/?utm_campaign=S%26M%20CoE&utm_source=hs_email&utm_medium=email&utm_content=2&_hsenc=p2ANqtz-8Nhe9qp79Kjx41RVuMBp6-5TJ-kB5gYNcGwpN5SjJm7OfBTHyJxGmwkzQAnU89LpsE3qIhELk2UHDucQtrLctbmPC1hDTC00ZnUxtXNNIgrdubVmA&_hsmi=2), Senior Tax Manager at EisnerAmper, will explain how by discussing original issue requirements, holding periods, and exclusions to better navigate QSBS.

 

This combined session will cover:

- Structure of the R&D Tax Credit, its application to payroll taxes, and the simplified or regular method for filing.
- Review of eligible costs, qualified services and excluded activities under R&D Tax Credit
- Defining a qualified business and QSBS requirements
- Review of Section 1045 roll-over and QSBS transaction examples

 

### Watch Now

**Recording:** [Click here to check out the webcast recording](https://youtu.be/3wZWw6puZhs)

**Materials:**

- [Click here to view the webcast deck](https://www.edisonpartners.com/hubfs/Webcast%20Materials/Cash%20In%20Your%20Pocket%20Webcast%20Deck%20Final.pdf)
- [Get help with an R&D Tax Credit assessment.](https://www.edisonpartners.com/hubfs/Webcast%20Materials/R%26D%20Tax%20Credit%20Services%20Single%20Sheet_05%2006%202019.pdf?utm_campaign=S&M%20CoE&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_9ggM11ibufBj1TRr0YYvPe_17aI7lRIGNk0_-UIJBoUlvh3fUf2GZceMX4LM6Ipojh-pn)  
  *EisnerAmper uses a customizable approach to assess your available tax credit for qualified R&D expenses.*
- [Check out this Bloomberg Law article](https://www.edisonpartners.com/hubfs/Webcast%20Materials/Silicon_Valley_Wins_Big_With_.pdf?utm_campaign=S&M%20CoE&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_9ggM11ibufBj1TRr0YYvPe_17aI7lRIGNk0_-UIJBoUlvh3fUf2GZceMX4LM6Ipojh-pn) about how entrepreneurs, venture capital firms, and early startup employees are using the Qualified Small Business Stock provision to partially or totally wipe out their tax bills.

 

#### Host

**<https://www.linkedin.com/in/erin-walters-b3a1147/?utm_campaign=S%26M%20CoE&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9rtZ5aT3c6OvjumBsaIhOe6iDYUcqMkM65ShvGyXef13a0E1vp9C_sI2cLBTb3AD2pHEQ1>**

 

 

 

 

 

[Eileen Covey,](https://www.edisonpartners.com/team/eileen-covey) Director, Finance & Operations

#### Guest Speakers

 

[Tim Rankins](https://www.eisneramper.com/tim-rankins/), Senior Tax Manager

[**](https://www.eisneramper.com/)

 

**

[Seth Moskowitz](https://www.eisneramper.com/seth-moskowitz/?utm_campaign=S%26M%20CoE&utm_source=hs_email&utm_medium=email&utm_content=2&_hsenc=p2ANqtz-8Nhe9qp79Kjx41RVuMBp6-5TJ-kB5gYNcGwpN5SjJm7OfBTHyJxGmwkzQAnU89LpsE3qIhELk2UHDucQtrLctbmPC1hDTC00ZnUxtXNNIgrdubVmA&_hsmi=2), Senior Tax Manager

[**](https://www.eisneramper.com/)

 

 

 

 

 

 

 

 

[View full post](https://www.edisonpartners.com/blog/cash-in-your-pocket)

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