SR&ED Best Practices Roundtables

CATA Forum for sharing of best practices. Russ Roberts, Senior V.P. Tax and Finance, CATAAlliance conducts Roundtable discussions with program experts and users on what is leading to successful claims and current problems.

Dates will be posted for upcoming roundtables.


Please Join the SR&ED Group on Linkedin , moderated by experts

September 16, 2010
SR&ED Teleforum Conference Call on the status of Canada's SR&ED program Our continued focus is on approaches that help optimize the claiming process, and to also discuss trends, risks and challenges. Important updates will be provided arising from CATA's recent advocacy work and callers will have an opportunity to provide their guidance on issues and concerns.

May, 2010
SR&ED Update and Observations (May 2010) Where have we come from and where are we at?

March, 2010
SR&ED Update March 2010

January 27, 2010
SR&ED Best Practice TeleForum. A specific topic of discussion will be the new T661 form and how companies are adapting to the requirements.

November 20, 2009
SR&ED TeleForum: New! EDC to underwrite SR&ED bank loans

October 20, 2009
SR&ED Teleforum Conference Call on the status of Canada's SR&ED program

April 23, 2009
SR&ED Teleforum Conference Call with Russ Roberts, Senior VP, Tax and Finance, CATAAlliance