State of the Industry (1-Other)

• An update and outlook on product sales, including pharmaceutical drugs and medical devices
• Learn ways to create value in the market and for patients and your workforce
• Are there innovative finance strategies for products and therapies on the horizon?

Tax Presentation on Capitalization and Amortization (1-Tax)

• Tax treatment of start-up and research and experimental expenditures
• Recognition of upfront fees, milestone payments, and royalty payments
• Amortization and timing of tax deduction for worthless intangibles

Accounting Standards – What to Focus On (2-Other)

• Collaboration agreements and other revenue recognition topics
• In-process research and development and asset acquisitions
• Debt and equity transactions
• Stock-based compensation considerations

Everything You Need to Know About Claiming the R&D Credit (1-Tax)

• Understanding all relevant buckets of R&D expenditures
• Detailing the four-parts test for project qualification with examples
• Comparing base methodology: Evaluating both the alternative simplified credit and regular credit methodologies
• Utilization: Offsetting income tax and/or payroll tax

Ethics and Culture (1-Ethics)

• Consider the ethical principles that CPAs are required to follow
• Pressures that cause CPAs to cross the line and how to make sure you do not succumb
• Cases of practitioners who succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to booking fraudulent entries and overstating revenues
• How to establish an ethical culture

Take a Break

Mergers and Acquisitions (1-Other)

• Preparing for an exit transaction
• Accounting focus areas at the time of the transaction
• Ongoing post-acquisition matters

Planning for Financings in an Ever-Changing Climate (1-Other)

• Financing through the life cycle of a life science company
• Planning for public company readiness