Encore Is the R & D Tax Credit a Part of Your Wealth Creation Strategy?

June 10, 2021
Hosted by Marcelino Dodge, EA

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Guest Information

Episode Description

What is the Research and Development Tax Credit? Is your small business doing research or some other type of activity that would qualify for this tax credit? What types of businesses are eligible to claim the credit? We will discuss these questions and much more, including what the Research & Development Tax Incentive is, the background, what activities qualify, and the best industries to qualify. If you missed taking this credit, we will discuss the necessary steps to apply for the credit for open tax years. The R & D tax incentive is underutilized by small business. We will help you to use this power strategy to create a legacy of wealth.

The Tax Answers Advisor

The Tax Answers Advisor

Thursday at 9 AM Pacific Time on VoiceAmerica Business Channel

The tax world is always revolving and changing. How does the taxpayer keep up with both individual tax and business tax changes? The year 2020 saw thousands of pages added to the tax code. We help our listeners to understand the importance of using a licensed, credentialed tax preparer, such as an Enrolled Agent (EA), to prepare their individual tax returns and their business tax returns. You will learn how a proactive approach to rapidly changing tax laws will help you to pay the least amount of income tax possible. You’ll learn by working year-round with an Enrolled Agent. You can maximize both your tax deductions and your tax credits. Together we can help you create tangible strategies to achieve financial success and increase cash flow. By strategic planning and implementation, you can keep tax liability down in the future no matter what Congress does. The Tax Answers Advisor can be heard every Thursday at 9 AM Pacific Time on the VoiceAmerica Business Channel.

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Marcelino Dodge, EA

Marcelino Dodge, EA

Marcelino Dodge, an Enrolled Agent since March 2006, is an experienced tax professional who has over 21 years of experience. An enrolled agent is a federally licensed tax professional who is authorized to represent taxpayers before the IRS. Mr. Dodge owns and operates Cash Tracks Financial Inc., a tax, accounting, life insurance and investment advisory business.

Mr. Dodge has been life insurance licensed since 1995 and investment licensed since 1996. He is uniquely qualified with a background consisting of more than just accounting and tax preparation. He is knowledgeable in many types of employee benefits programs including retirement plans and health insurance programs. Marcelino is uniquely qualified to speak authoritatively on how tax, insurance and investments all work together.

Marcelino has become an Intelligent Solutions Management Advisor (ISMA). As an ISMA, Marcelino now works together with clients year-round to take advantage of tax law changes and to implement proactive tax saving strategies. Plus, by working together year-round he helps individuals and businesses increase they cash flow. He has prepared tax returns for individuals, sole-proprietors, corporations, LLC’s and partnerships. He has been a member of the National Association of Tax Professionals since 2011, and was voted the Lamar (Colorado) Ledger’s People’s Choice Tax Preparer for 2016 and 2017. He holds a Bachelor of Science Degree from Colorado State University in Pueblo.

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Episode Directory

June 2021

  • 6/17/2021: Encore How Taxing Will Your Retirement Be? Can Retirement Be Tax Free? Listen Now
  • 6/10/2021: Encore Is the R & D Tax Credit a Part of Your Wealth Creation Strategy? Listen Now
  • 6/3/2021: Encore IRS Collections & Enforcement-How to Solve Unpaid Tax Issues! Listen Now

May 2021

April 2021



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