RKL Expands Research & Development Tax Credit Practice

Benjamin J. Fortner

Benjamin J. Fortner

Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million) announced that Benjamin J. Fortner has been named leader of the firm’s expanded research and development (R&D) tax credit practice, which is part of the tax services group. Joining Fortner is Kerrie A. Wesley, who serves as R&D credit practice manager.

“Now that research and development tax credits are more widely available to even more industries, we’re proud to welcome highly regarded professionals like Ben Fortner and Kerrie Wesley to grow RKL’s R&D tax credit practice and help businesses across the nation take full advantage of this economic incentive,” says RKL CEO Edward W. Monborne.

Thanks to recent regulatory changes that removed limitations and expanded eligibility for these tax credits, more companies of various sizes and industries can reliably plan to use the credit dollar-for-dollar against their tax liability.

The practice specializes in partnering with all sizes of companies to capture tax benefits from development and improvement activities. Beyond the assessment and analysis to uncover current opportunities, the team also develops and implements internal procedures to position companies to track expenses and activities eligible for future credits.

“Most companies are underserved by the standard approach to R&D tax credit applications,” Fortner says. “The RKL team employs a custom approach and crafts a tailored analysis around the development process specific to each clients’ eligible research activities. This model translates into real dollars for our clients.”

Fortner has overseen hundreds of R&D tax credit studies in a wide variety of industries including architecture, engineering, construction, large-scale manufacturing, material production and mining, agriculture and precision metal machining.

Wesley has a successful history of creating tangible value for businesses in a number of industries, including manufacturing, tool and die, construction, architecture, mechanical contractors and agriculture.

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