Episode Overview

this webinar focused on navigating opportunities within the Affiliate Weekly program, with a primary discussion on the Audit Advisory and Research & Development (R&D) Tax Credits. Presenters Amber, Josh, and John provide an in-depth look at how businesses can benefit from these services.

The webinar covers the importance of compliance, the process for submitting leads for audit advisory and R&D, and the specific target markets for R&D tax credits. The presenters emphasize the importance of building relationships with business owners to address their challenges and provide solutions through Occams Advisory services. Additionally, upcoming webinar topics and enhancements to the affiliate portal are previewed, highlighting ongoing training and development opportunities for affiliates.

BSGI

Business Services & Growth Incubation

FTPS

Financial Technology & Payment Solutions

CMIB

Capital Market & Investment Banking

TC

Tax Advisory and Tax Credits

Employer of Record (EOR)

Structuring, Incorporation & Accounting Advisory

Process Efficiency, Compliance, Tax Planning & Filing

Information Technology Services

Digital

Learn more about BSGI services

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Merchant Accounts Across the Globe

Tailored Payment Solutions & Verification Services

Customized Payment Risk Management & Analytics

Proprietary Fintech Platform

Learn more about FTPS services

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Capital Raising to Promote Growth

Financial Advisory and Transaction Integration

Sell-Side M&A

Buy-Side M&A

Decision Science and Risk Assurance

Learn more about CMIB services

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Employee Retention Credit (ERC)

Research & Development Tax Credit

Tariff Refund Program (TRP)

Learn more about TC services

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Resources

Mastering Audit Advisory & R&D Credits with the Experts at Occams

Episode Overview

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