Legal & Tax Training

Deepening the Financial Aspects of the R&D Tax Credit (CIR)

Key information

Prerequisites

  • Interested in R&D tax credit 

Target audience

  • Finance managers/CFO 
  • Tax specialists 
  • R&D project managers 
  • R&D directors and managers 
  • Business leaders 

Operational and training objectives

  • Present the main rules governing the R&D tax credit 
  • Translate these into a practical approach 
  • Provide keys to identifying related eligible expenses 
  • Share best practices for collecting supporting documentation 
  • Detail the process related to the R&D tax credit filing 
  • Highlight key points based on updated French tax authorities / French Ministry of Research position
  • Integrate coordination with R&D department to ensure gathering and consistency of relevant supporting information 

Overview

The training course ‘R&D tax credit: A practical approach to the tax requirements addresses the key knowledge required to assess and document the R&D tax credit ("CIR"), focusing on the eligible expenses related to R&D projects and their justification /relevant documentation.

Teaching and technical resources

Teaching resources

Teaching methods 

  • Training combining theoretical input 
  •  Discussions on participants’ professional contexts and feedback from trainers

Assessment methods 

  • Knowledge assessments through questionnaires at the end of each module 
  • Participant self-assessment based on the needs analysis form sent prior to the training 
    Immediate post-training evaluation 

Technical resources

  • Digital training materials

In-person training 

  • Training room equipped with a whiteboard and a video projector 
  • Provision of materials (pens, notepads, etc.) 

Remote training 

  • Access to the training via the Teams application 

Supervision means

  • R&D Tax Credit ("CIR") tax lawyers
  • R&D Tax Credit ("CIR") scientific experts
  • DPO competency certification awarded by AFNOR under delegation from the CNIL

Fees

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Deepening the Financial Aspects of the R&D Tax Credit (CIR)