SMB Community Podcast

Author: Karl Palachuk

Podcasts, articles, and reference materials for Managed Service Providers. Brought to you by James Kernan and produced by Kernan Consulting.
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Maximizing Tax Savings: R&D Credits for Tech Companies with Justin Maxwell
Friday, 30 January, 2026

Overview: In this episode of the SMB Community Podcast, our host James Kernan welcomes Justin Maxwell of Big Life Financial to discuss crucial changes in the tax law surrounding R&D tax credits for tech companies. They delve into the history and importance of the R&D tax credits, misconceptions about qualification, and the significant financial benefits these credits can bring. Maxwell emphasizes the importance of having a cohesive team of financial advisors and offers a complimentary review for businesses to determine their eligibility. Don't miss this insightful conversation that could be a game-changer for your business's financial strategy. --- Chapter Markers: 00:00 Introduction and Welcome 00:50 Meet Justin Maxwell 04:44 The Importance of Financial Cohesion 07:22 Understanding R&D Tax Credits 12:38 Eligibility and Process for R&D Credits 23:49 Maximizing Your Tax Savings 25:59 Conclusion and Contact Information --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com