AQT Lunch & Learn: I survived the inspection of my SR&ED tax credits by Revenue Canada!

This lunch and learn workshop will focus on the evolution of the government’s Scientific Research and Experimental Development (SR&ED) program with expert advice from Emergex SR&ED Subsidies targeted at preventing audits and defending SR&ED tax credits in the event of one.

Emergex SR&ED Subsidies is a consulting firm in R&D tax credit claims particularly specialized in the software and IT services industries.

Target Issues

  • SRED audits are more frequent, more challenging and more expensive than ever before
  • Contemporaneous documentation has become an unavoidable requirement
  • Compliance costs in proportion to the amounts claimed are growing fast
  • Following a refusal, companies have filed 25 times more notices of objection challenging CRA decisions, compared to 2007

Against this backdrop, how to prevent or (if it is too late) prepare and succeed in defending your SR & ED claim in the event of an examination by the Canada Revenue Agency (CRA) ?

Advice Offered

  • How to document and structure your SR-ED projects indirectly from your client projects
  • … while meeting the 5 eligibility questions in Revenue Canada’s assessment process
  • How to present and simulate your projects before an inspection so that it complies with the decision-making process of the CRA auditors
  • How to survive the increased scrutiny of time sheets, job profiles, subcontractors, etc., by Revenue Quebec
  • Presentation of real-life cases in IT proving that it is possible to prevent, or else survive, an audit of your SR&ED

Guest Speakers’ Biography

Pierre Savignac, CEO and Founder

Pierre Savignac, CEO and Founder

  • CEO of Emergex SR&ED Subsidies that he founded in 1994
  • Emergex has been recognized as one of Canada’s fastest-growing companies in the 24th edition of the Profit 200 ranking
  • B.Sc. in Computer Science from Université de Montréal
  • 30 years of professional experience with: Videotron (high-speed Internet launch), Virtual Prototypes (acquired by CAE), MediaSoft Telecom (now integrated in Bell), Alis Technologies (bought by OpenText) and his own enterprises
  • Certified Project Management Professional (PMP) by the world-renowned authority PMI
  • Member of the Fiscal and Financial Planning Association (APFF)

Read more

Jean-François Djoufak,  SR&ED Technological Advisor

Jean-François Djoufak, SR&ED Technological Advisor

  • Ph.D. degree in Computer Science from Université du Québec à Montréal (UQAM)
  • 15+ years of experience in the information technology industry
  • 6+ years of experience in SR&ED technical writing
  • Former founder of a software company
  • Popularized science and technology as a professor and public speaker
  • Published 5 articles about Artificial Intelligence (AI) in international scientific journals

Registration

AQT members only

Cost: 35 $ + tax

Registration on AQT’s website

When

Friday, December 9th 2016 from 12:00 PM to 2:00 PM

Where

Office of the AQT - Quebec City
900, boul. René-Lévesque, bureau 600
Quebec Quebec G1R 2B5

Testimonials

Yves Nicole - Info-kit Technologies 200x200 R&D is an important component in the growth of Info-Kit Technologies. Emergex has allowed us to substantially increase our financial benefits from government programs by guiding us through the process of preparing very high-quality, expert technical reports.