Dean Dorton Lunch and Learn (part 2)

​Session #2 – R&D Expenses & Intellectual Property

​R&D Expenses & Tax Credits

• ​What qualifies as R&D for tax purposes

• ​Current tax treatment of R&D expenditures

• ​How R&D expenses are reported to owners on K-1s

• ​Federal and state R&D tax credit opportunities

• ​Documentation and tracking best practices

​Protecting & Commercializing Intellectual Property

• ​Understanding patents, trademarks, copyrights, and trade secrets

• ​When to engage legal counsel and establish an IP strategy

• ​Protecting IP developed by founders, employees, and contractors

• ​IP considerations when collaborating with universities and research institutions

• ​Common IP mistakes that can impact company valuation

​*******Parking in the Kenton County garage will be validated!