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Technology Information Session
 


2005 02 09
13TH SR&ED TECHNICAL WORKING GROUP FORUM
Winter 2005 Oil and Gas Industry SR&ED Forum
SR&ED - Filing and Eligibility Requirements

Date: Wednesday, February 9, 2005
Time: 8:30 a.m. - 11:30 a.m.
Location:

 

Main Auditorium, Alberta Research Council
250 Karl Clark Road (23rd Avenue and Parsons Road)
Edmonton, Alberta

Canada Revenue Agency (CRA), KPMG High Technology Practice Group, Alberta Research Council and PTAC Petroleum Technology Alliance Canada invite you to attend a Technical Working Group session designed to clarify filing and eligibility requirements for SR&ED carried out in Canada.

BACKGROUND
The SR&ED Program affords Canadian companies an avenue to write off expenditures incurred on R&D carried out in Canada. In addition, the Program provides investment tax credits, which can be carried forward for up to 10 years, and used to offset income taxes payable. This is the thirteenth in the series of Technology Forums dedicated to the discussion of issues of interest to the oil and gas industry. The last session was held in Calgary in October 2004, and it focused on emerging technologies for the partial field upgrading of heavy oils.

BENEFITS TO PARTICIPANTS
This workshop will provide valuable information to oil and gas executives, engineers, accountants, R&D service providers, regulatory agencies, tax practitioners, service companies, funding agencies, legal firms, on what is required to file a complete claim for SR&ED credits. The criteria which CRA uses to evaluate SR&ED projects will also be discussed. This session will be tailored to companies involved in upstream as well as downstream oil and gas activities, particularly small and medium enterprises that offer a wide range of technical services to the oil and gas industry.


AGENDA FOR THE DAY'S MEETING
8:30 - 9:00 a.m. Registration
9:00 - 9:05 a.m. Introduction and Welcome
9:05 - 9:10 a.m. Keynote Address by ARC
9:10 - 9:30 a.m. AERI and CRA Presentation on Technical and Tax Implications of the Innovative Energy Technology Program (IETP) on the SR&ED Program
9:30 - 10:00 a.m. CRA Presentation on SR&ED Filing Requirements
10:00 - 10:20 a.m. Coffee break
10:20 - 11:10 a.m. CRA Presentation on Eligibility Criteria for SR&ED
11:10 - 11:30 a.m. Q&A
11:30 a.m. Closing


   

REGISTRATION
Deadline Noon, Feb. 4, 2005 for receipt of registrations.

  1. Register online below, or

  2. Fax back a printed copy of this registration form to PTAC at (403) 920-0054

* indicates required field

Contact Name * (first, initial, last)
Name of Company / Organization *
Title 
Street Address *
City *
Province *
Postal Code *
Phone * please include area code
Web Site Address
Fax please include area code
E-Mail *

 
 

DISCLAIMER:
PTAC is only a facilitator for this presentation. PTAC makes no representation regarding ownership or quality of any technology described by a presenter, or generally as to the contents of a presentation. PTAC does not endorse any presenter nor the technology presented. Please use your own judgment. PTAC trusts that each presenter will engage in fair trade practices, but does not police or otherwise enforce this policy in any manner.


For further information
please contact:
Arlene Merling, PTAC
Manager, Operations
phone: (403) 218-7702
fax: (403) 920-0054
amerling@ptac.org
http://www.ptac.org/
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