The Truth About R&D Credits for Startups (Payroll Offset, Documentation, Cash Flow)

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0:00 Intro — Meet Akshay Shrimanker, CPA
0:26 Akshay intro + what he does
0:35 What Shay CPA does (startup accounting + tax + R&D)
2:35 Functional P&L: structuring books to isolate R&D
4:21 Domestic R&D + software categories + 4-part test context
5:28 Funded research (and why it can get tricky)
6:19 Why founders underestimate bookkeeping (and why it matters)
8:10 “Shoebox receipts” + founder personas (detail vs chaos)
10:29 GAAP vs tax vs VC “growth metrics” reality
11:44 R&D credit reality check: cash flow + payroll tax timing
22:19 Contemporaneous documentation + SaaS data export risk
23:29 M&A impact + why baseline records matter
26:58 Mid-December actions: W-9s, 1099s, planning calls
33:10 Delaware franchise tax + multi-state compliance traps
38:05 HR1/OBBBA: what founders should actually focus on
39:00 Bonus depreciation timing (why dates matter)
39:56 QSBS changes + timing differences inside 2025
40:56 Section 174: domestic deductibility + elections/guidance gap
45:26 Why Akshay started his firm (early career path)
48:52 Incubators → opportunity → going full-time (2013)
53:42 Why he leads in NYSSCPA (make it digestible)
56:47 AI fear vs reality + accounting pipeline problem
1:01:24 Where to find Akshay (website + LinkedIn + NYSSCPA)