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Instructor
Mark Dunning
Instructor
Mark Dunning, a partner at TaxOps, leads an experienced team in implementing tax minimization projects. He has executed major research credit studies and is well-versed in R&D issues faced by small and mid-size companies. Mark is a skilled negotiator with the IRS and state tax authorities. He has managed four of the first R&D Pre-Filing Agreements and has successfully closed IRS and state audit cases. Mark holds master’s and bachelor’s degrees in accounting from Brigham Young University. He collaborates with AICPA working groups and frequently speaks on tax credits, deductions, and deferrals.
Audit readiness is not optional when it comes to R&D credits—it’s essential. In this final session of our 3-part series, we’ll focus on the IRS’s evolving expectations around nexus, business component documentation, and contemporaneous recordkeeping. With expanded reporting requirements now in effect, businesses must implement more rigorous tracking and documentation processes to support their claims and withstand IRS review. Mark Dunning, partner at TaxOps, will break down what the IRS is really asking for when it comes to business components by activity and how to build a defensible audit trail through contemporaneous documentation. This session will also explore the role of cross-functional collaboration—especially with engineering and accounting teams—in identifying gaps, improving data quality, and reducing audit risk. Whether you’ve already received an IRS notice or want to stay ahead of compliance challenges, this webinar will equip you with practical strategies to protect your R&D credit claims.
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Anyone interested in R&D Credits
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