Time Tracking for SR&ED Claims 101 - Oct 23, 2014Boast Capital
This document provides information about time tracking requirements for SR&ED (Scientific Research and Experimental Development) tax credit claims in Canada. It outlines who is eligible to claim SR&ED tax credits, including Canadian Controlled Private Corporations and Small or Medium sized businesses. The document stresses the importance of thorough documentation of time spent, technical problems addressed, and project expenditures in order to support a successful SR&ED tax credit claim. It provides examples of time tracking tools and issue tracking tools that can help with the documentation requirements.
Everything You Need to Know to Claim SR&ED Tax CreditsBoast Capital
This webinar was hosted by Boast Capital on April 23, 2014. The following slides cover:
-SR&ED Overview
-Industry Examples
-Recoverable Amounts & Qualifying Expenditures
-Program Changes
-Financial & Technical Tracking
-Timeframe for Claiming
-CRA Reviews
-About Boast Capital
If you have any questions or would like further clarification about the tax credit program, please email us at info@boastcapital.com or visit our website for more info: www.boastcapital.com
Growth Hacking the Enterprise focuses on applying growth hacking techniques used by startups to large enterprises. It discusses understanding the market and goals, analyzing each phase of the growth funnel including acquisition, activation, retention and referral, and emphasizes the importance of testing through A/B testing. The key takeaways are to understand the market, know the goal, analyze the growth funnel phases, and obsess over testing.
The document discusses common ways that crowdsourcing efforts can fail, including setting unrealistic goals, asking the wrong people to generate or evaluate ideas, offering improper incentives, and failing to clarify what types of ideas are wanted. It provides examples of failed crowdsourcing projects such as a contest to name a research boat that resulted in the name "Boaty McBoatface", a flavor naming contest for Mountain Dew that produced the name "Hitler Did Nothing Wrong", and a LEGO contest almost selecting a zombie movie-themed set. The key is to carefully plan the goals, participants, incentives, and idea parameters for a crowdsourcing initiative to avoid undesirable outcomes.
How to Use Documentation & Time Tracking to Maximize Your SR&ED ClaimsBoast Capital
This document outlines the key requirements for claiming Scientific Research and Experimental Development (SR&ED) tax credits in Canada. It discusses what SR&ED is, the eligibility criteria which requires technological challenges and iterations. It notes the benefits of SR&ED credits for small and medium enterprises. The Canada Revenue Agency's documentation requirements are that work be documented as it progresses with technical challenges, dates and iterations. Time must be tracked by project and qualifying activity. Financial statements within 18 months of year-end are also needed to claim credits. The presentation provides guidance on documentation best practices and common CRA review processes.
Smooth Operator – Managing an Operating Business SuccessfullyBoast Capital
You have founded your company and raised capital. Now it is time to operate your business. What are the legal aspects that you need to pay attention to? This webinar covers the knowledge and tools you need to make decisions and manage your business successfully.
Innovation Funding for Growth-Oriented Companies - Oct 24, 2014Boast Capital
The Canadian Government provides over $7B in innovation funding each year and is considered one of the most generous countries for funding research, innovation, and experimentation.
Learn more about a few of Canada's innovation funding programs:
-Scientific Research & Experimental Development Tax Credit (SR&ED), slides presented by James Suk, Boast Capital
-Small Business Grants, slides presented by Stephanie Sang, Granted Consulting
-Sustainable Development Technology Canada (SDTC) slides presented by Paul Austin, Regional Director of Partnerships
Webinar: Everything You Need to Know to Claim SR&ED Tax CreditsBoast Capital
During the "Everything You Need to Know to Claim SR&ED Tax Credits", Jeff Christie discussed:
-What the program is
-Who qualifies and what can you claim
-How credits are calculated
-What you need to be doing now to increase your chances of a successful claim
Time Tracking for SR&ED Claims 101 - Oct 23, 2014Boast Capital
This document provides information about time tracking requirements for SR&ED (Scientific Research and Experimental Development) tax credit claims in Canada. It outlines who is eligible to claim SR&ED tax credits, including Canadian Controlled Private Corporations and Small or Medium sized businesses. The document stresses the importance of thorough documentation of time spent, technical problems addressed, and project expenditures in order to support a successful SR&ED tax credit claim. It provides examples of time tracking tools and issue tracking tools that can help with the documentation requirements.
Everything You Need to Know to Claim SR&ED Tax CreditsBoast Capital
This webinar was hosted by Boast Capital on April 23, 2014. The following slides cover:
-SR&ED Overview
-Industry Examples
-Recoverable Amounts & Qualifying Expenditures
-Program Changes
-Financial & Technical Tracking
-Timeframe for Claiming
-CRA Reviews
-About Boast Capital
If you have any questions or would like further clarification about the tax credit program, please email us at info@boastcapital.com or visit our website for more info: www.boastcapital.com
Growth Hacking the Enterprise focuses on applying growth hacking techniques used by startups to large enterprises. It discusses understanding the market and goals, analyzing each phase of the growth funnel including acquisition, activation, retention and referral, and emphasizes the importance of testing through A/B testing. The key takeaways are to understand the market, know the goal, analyze the growth funnel phases, and obsess over testing.
The document discusses common ways that crowdsourcing efforts can fail, including setting unrealistic goals, asking the wrong people to generate or evaluate ideas, offering improper incentives, and failing to clarify what types of ideas are wanted. It provides examples of failed crowdsourcing projects such as a contest to name a research boat that resulted in the name "Boaty McBoatface", a flavor naming contest for Mountain Dew that produced the name "Hitler Did Nothing Wrong", and a LEGO contest almost selecting a zombie movie-themed set. The key is to carefully plan the goals, participants, incentives, and idea parameters for a crowdsourcing initiative to avoid undesirable outcomes.
How to Use Documentation & Time Tracking to Maximize Your SR&ED ClaimsBoast Capital
This document outlines the key requirements for claiming Scientific Research and Experimental Development (SR&ED) tax credits in Canada. It discusses what SR&ED is, the eligibility criteria which requires technological challenges and iterations. It notes the benefits of SR&ED credits for small and medium enterprises. The Canada Revenue Agency's documentation requirements are that work be documented as it progresses with technical challenges, dates and iterations. Time must be tracked by project and qualifying activity. Financial statements within 18 months of year-end are also needed to claim credits. The presentation provides guidance on documentation best practices and common CRA review processes.
Smooth Operator – Managing an Operating Business SuccessfullyBoast Capital
You have founded your company and raised capital. Now it is time to operate your business. What are the legal aspects that you need to pay attention to? This webinar covers the knowledge and tools you need to make decisions and manage your business successfully.
Innovation Funding for Growth-Oriented Companies - Oct 24, 2014Boast Capital
The Canadian Government provides over $7B in innovation funding each year and is considered one of the most generous countries for funding research, innovation, and experimentation.
Learn more about a few of Canada's innovation funding programs:
-Scientific Research & Experimental Development Tax Credit (SR&ED), slides presented by James Suk, Boast Capital
-Small Business Grants, slides presented by Stephanie Sang, Granted Consulting
-Sustainable Development Technology Canada (SDTC) slides presented by Paul Austin, Regional Director of Partnerships
Webinar: Everything You Need to Know to Claim SR&ED Tax CreditsBoast Capital
During the "Everything You Need to Know to Claim SR&ED Tax Credits", Jeff Christie discussed:
-What the program is
-Who qualifies and what can you claim
-How credits are calculated
-What you need to be doing now to increase your chances of a successful claim
Innovation Funding Lunch & Learn May 13, 2014Boast Capital
Boast Capital recently held an Innovation Funding Lunch & Learn with support from Calgary Economic Development.
We covered the following Innovation Funding programs:
-Scientific Research & Experimental Development (SR&ED) Tax Credits
-TECTERRA’s Geomatics Funding Programs
-National Research Council’s Industrial Research Assistance Program (IRAP)
-Mitacs’ Research Internships
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...Boast Capital
This is a presentation by Alex Raczenko, EIR at Innovate Calgary in Alberta at Startup Weekend on July 12, 2013. Alex discusses the 12 key questions every entrepreneur needs to answer before raising outside capital. Following this presentation you will be able to perfect your investor pitch.
This presentation walks you through the Scientific Research and Experimental Development (SR&ED) tax credits program. This is a Federal Tax incentive program for Innovation administered by the Canada Revenue Agency (CRA).
Corporate Finance for Early & Growth Stage CompaniesBoast Capital
This document provides an overview and agenda for a presentation on corporate finance for early and growth stage companies. The presentation will cover topics such as shareholder loans, debt versus equity, capital structure considerations, employee incentives, the regulatory framework, non-institutional financings, and institutional private equity. It emphasizes that successful startups utilize multiple types and sources of capital and carefully manage their capital structure. The presentation aims to help companies understand key questions around financing and capitalization.
Evan Hu's Lean Startup Workshop at Startup Weekend Calgary on July 12 , 2013Boast Capital
The document provides an overview of the Lean Startup methodology. It discusses key principles such as validating learning through building minimum viable products (MVPs) to test hypotheses with customers, and using an iterative "Build-Measure-Learn" process. The Business Model Canvas tool is also introduced as a way to diagram startup business models and hypotheses on a single page. The goal of the Lean Startup approach is help entrepreneurs optimize resources by failing early through validated learning.
Your SR&ED and Intellectual Property PrimerBoast Capital
IP ownership is an important topic that comes up frequently when companies claim SR&ED. During this webinar, Boast Capital asked PCK to share more info about getting into the patent system, IP protection and how it impacts companies.
Building Blocks: Structuring & Organizing Your Company Boast Capital
Selecting the right legal structure is one of the most important decisions you will make when starting and growing a business. Not only will this decision have an impact on how much you pay in taxes, it will affect the amount of paperwork your business is required to do, the personal liability you face and your ability to raise money, go public, or exit.
When structuring your company, one size does not fit all. There are several factors to consider, such as initial shareholders, classes of shares, vesting, industry, growth plan, finance plan, etc. which will be covered in this webinar. Specifically you will learn:
-Types of Business Entities – impact of CCPC vs. Non-CCPC
-The Founders’ Prenup – Shareholder Agreements
-Directors & Officers – roles, obligations and liabilities
-Shareholders – rights and risks
Everything You Need to Know About IRAP FundingBoast Capital
NRC’s Industrial Research Program (IRAP) provides technical and business innovation advising, financial assistance, and industry connections to over 10,000 SMEs annually. Known as one of Canada’s best funding programs, IRAP offers financial assistance under 4 subprograms. This presentation covers:
-What is IRAP and what funding opportunities are available
-Who is eligible and what qualifies
-How to prepare a successful IRAP claim
-New updates and deadlines
-How it works with the SR&ED program
Innovation Funding Lunch & Learn May 13, 2014Boast Capital
Boast Capital recently held an Innovation Funding Lunch & Learn with support from Calgary Economic Development.
We covered the following Innovation Funding programs:
-Scientific Research & Experimental Development (SR&ED) Tax Credits
-TECTERRA’s Geomatics Funding Programs
-National Research Council’s Industrial Research Assistance Program (IRAP)
-Mitacs’ Research Internships
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...Boast Capital
This is a presentation by Alex Raczenko, EIR at Innovate Calgary in Alberta at Startup Weekend on July 12, 2013. Alex discusses the 12 key questions every entrepreneur needs to answer before raising outside capital. Following this presentation you will be able to perfect your investor pitch.
This presentation walks you through the Scientific Research and Experimental Development (SR&ED) tax credits program. This is a Federal Tax incentive program for Innovation administered by the Canada Revenue Agency (CRA).
Corporate Finance for Early & Growth Stage CompaniesBoast Capital
This document provides an overview and agenda for a presentation on corporate finance for early and growth stage companies. The presentation will cover topics such as shareholder loans, debt versus equity, capital structure considerations, employee incentives, the regulatory framework, non-institutional financings, and institutional private equity. It emphasizes that successful startups utilize multiple types and sources of capital and carefully manage their capital structure. The presentation aims to help companies understand key questions around financing and capitalization.
Evan Hu's Lean Startup Workshop at Startup Weekend Calgary on July 12 , 2013Boast Capital
The document provides an overview of the Lean Startup methodology. It discusses key principles such as validating learning through building minimum viable products (MVPs) to test hypotheses with customers, and using an iterative "Build-Measure-Learn" process. The Business Model Canvas tool is also introduced as a way to diagram startup business models and hypotheses on a single page. The goal of the Lean Startup approach is help entrepreneurs optimize resources by failing early through validated learning.
Your SR&ED and Intellectual Property PrimerBoast Capital
IP ownership is an important topic that comes up frequently when companies claim SR&ED. During this webinar, Boast Capital asked PCK to share more info about getting into the patent system, IP protection and how it impacts companies.
Building Blocks: Structuring & Organizing Your Company Boast Capital
Selecting the right legal structure is one of the most important decisions you will make when starting and growing a business. Not only will this decision have an impact on how much you pay in taxes, it will affect the amount of paperwork your business is required to do, the personal liability you face and your ability to raise money, go public, or exit.
When structuring your company, one size does not fit all. There are several factors to consider, such as initial shareholders, classes of shares, vesting, industry, growth plan, finance plan, etc. which will be covered in this webinar. Specifically you will learn:
-Types of Business Entities – impact of CCPC vs. Non-CCPC
-The Founders’ Prenup – Shareholder Agreements
-Directors & Officers – roles, obligations and liabilities
-Shareholders – rights and risks
Everything You Need to Know About IRAP FundingBoast Capital
NRC’s Industrial Research Program (IRAP) provides technical and business innovation advising, financial assistance, and industry connections to over 10,000 SMEs annually. Known as one of Canada’s best funding programs, IRAP offers financial assistance under 4 subprograms. This presentation covers:
-What is IRAP and what funding opportunities are available
-Who is eligible and what qualifies
-How to prepare a successful IRAP claim
-New updates and deadlines
-How it works with the SR&ED program