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Harvesting and Leveraging your R&D
Ottawa, ON
June 18, 2008
Canada offers one of the most generous tax incentive programs
worldwide. The Federal Scientific Research and Experimental
Development (SR&ED) tax credit program is intended to increase
Canadian competitiveness in the world marketplace and to
stimulate domestic growth.
The patent regime is likewise intended to promote innovation
and provide a market-oriented stimulus for research and
development activities. In addition, the process of obtaining
legally enforceable intellectual property rights is in many
ways similar to the process of obtaining SR&ED tax incentives.
Leveraging these similarities is an important tool in
maximizing benefit from research and development activities.
SR&ED Key Benefits:
• A tax credit as high as 35% refundable for qualifying
Canadian Controlled Private Corporations – or 20% on
qualifying expenditures.
• Immediate deductions for all eligible R&D related labour,
material, capital and 65% proxy for overhead costs.
• Additional refundable provincial tax credits for qualifying
corporation
As
the pace of business is accelerating and competition
increases, you may not be aware of the range of ways that you can
leverage this program. Therefore, we invite you to join us for
a presentation and roundtable discussion. This session will
focus on the following:
• The eligibility criteria
• Claiming opportunities often overlooked,
• IP Strategies for SR&ED Claimants
• Using SR&ED claims to fund your business
• Benefits of SR&ED accrual financing
Who Should Attend?
•CEO’s, CFO’s, CTO’s;
•Management, technical and financial personnel responsible for
making the SR&ED claims; and
•Any other stakeholders interested in better understanding the
SR&ED program and how to leverage the program for intellectual
property protection and financing.
Take advantage of this intimate setting event; with a 1:3
ratio between presenters and attendees offering you and your
guests plenty of opportunities to engage in open discussions
with industry experts.
Date: June 18,
2008
Time: 10:00 – 12:00
Cost: $75
Location: Hampton Inn 100 Coventry Road Ottawa, ON K1K 4S3
Facilitators:
•Kent Smith, CA (PricewaterhouseCoopers)
•Randall Marusyk and Alistair Forster (MBM Intellectual
Property Law)
•Malcolm Williamson (Acorn Partners)
Kent Smith is the senior manager responsible for the
Ottawa SR&ED practice at PricewaterhouseCoopers. Kent has
fourteen years of public accounting experience where he has
enjoyed a progressive career focusing his practice of tax on
the complexities of the SR&ED program. Prior to joining
PricewaterhouseCoopers, Kent worked for a number of
organizations where he developed a deep technical knowledge of
the SR&ED legislation as well as extensive experience
interfacing with tax authorities and working with companies of
all sizes in the preparation of their SR&ED claims. In recent
years, Kent has had significant involvement in some of the
largest and most complex technology and manufacturing claims
filed across the country.
Randall Marusyk is the managing partner of MBM Intellectual
Property Law and has been certified as a specialist in all
areas of Canadian Intellectual Property Law
(Patent/Trademark/Copyright) by the Law Society of Upper
Canada. Randall specializes in designing strategic
intellectual property portfolios in light of clients’ business
and marketplace needs. He has extensive experience in drafting
and prosecuting a variety of patent applications before the
Canadian and United States Patent Offices as well as
coordinating their prosecution worldwide.
Alistair Forster is a lawyer, engineer, and member of
MBM’s engineering patent prosecution team. He is involved with
a number of diverse legal issues relating to patents,
including inventorship, ownership, and formalities issues. His
practice encompasses patent portfolio coordination, patent
drafting and prosecution, and due diligence in a broad range
of technologies including computer hardware and software,
chemical, electrical, and mechanical applications. Prior to
beginning his law practice, Alistair worked for a number of
years as a chemical engineer.
Malcolm Williamson is Vice President, Business
Development for Acorn Partners. He is responsible for
development of new business including its current expansion
across Canada. Malcolm was an entrepreneur involved in
buy-outs and start-ups in Canada and the US, a former
executive with F1000 and private companies, a business
consultant for 11 years and a commercial banker. He has been a
consultant to NAFTA and the Trade Association of the Americas.
He is the catalyst behind the recently formed Canadian SR&ED
Association.
Register for this event through The Code Factory website by
June 13, 2008:
http://www.thecodefactory.ca/sred.php
This event is by invitation only. Confirmation of attendance
will be given by emailed response. Please note that to ensure
the intimate nature of the event, companies will be limited to
bringing 2 guests.
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June 2008 Newsletter
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