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SR&ED Explained: Tax Credits, Eligibility & What’s New

This webinar was recorded on January 29, 2025.
For upcoming events and webinars, please visit our calendar.

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The Scientific Research and Experimental Development (SR&ED) program is one of Canada’s leading incentive programs, designed to support businesses of all sizes and sectors that conduct research and development within Canada.

Ready to learn how SR&ED can benefit your organization?

Join Andrea Legary, CEO at The Recoup Group, for an essential overview of the SR&ED program.

In this session, you’ll gain insights into:

  • SR&ED Tax Incentives: Including recent legislative changes coming into effect following Budget 2025.
  • Program Benefits: Understand the advantages SR&ED offers for your business.
  • Eligibility Basics: Learn the foundational criteria for participation.
  • Why Submit a Claim: Discover the importance and benefits of making a claim.

Andrea will also highlight the return of capital expenditures under SR&ED and explain the unique rules that apply. 

Presented by

Andrea Legary

Managing Partner of The Recoup Group

As a Professional Engineer (P.Eng) and Managing Partner at The Recoup Group, Andrea provides assistance to companies in a wide range of industries to access the Scientific Research & Experimental Development (SR&ED) tax credit to fund the advancement of their technology. Prior to working in SR&ED, Andrea worked as an Engineer, participating in several of Canada’s leading Space and Defense projects. These include the opportunity to design the thermal system for CASSIOPE, a Canadian Space Agency commissioned satellite, oversight of the production and delivery of Black Brant sounding rockets utilized by NASA, management of the engineering projects and capital budgets for the Joint Strike Fighter F-35 Program, and coordination of the procurement of structural components for the RADARSAT Constellation Mission at Magellan Aerospace.

Andrea feels strongly that investments in research are critical to global competitiveness and to creating and maintaining fulfilling career opportunities in Manitoba. In order to give back to the community she volunteers her time on several non-profit boards whose mandates align with investing in research for the economic benefit of the province. This includes serving as Chair of the Board of Directors for Research Manitoba, and as a director on West Canitest R&D (WestCaRD) and the Enterprise Machine Intelligence and Learning Initiative (EMILI).

Managing Partner of The Recoup Group

Event Partner

  • Manitoba Environmental Industries Association

    The Manitoba Environmental Industries Association (MEIA) works to advance environmental and clean technology opportunities in Manitoba through networking, education and support for its members.

    meia.mb.ca

From Plan to Claim: The Role of Documentation in SR&ED Success

This webinar was recorded on March 12, 2025.
For upcoming events and webinars, please visit our calendar.

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Unlock the Full Potential of Your SR&ED (SH-RED) Claims.

SR&ED, or the Scientific Research and Experimental Development program, is one of Canada’s top incentive programs designed to help businesses of all sizes and sectors conduct research and development in Canada.

 

So, whether this is the first you hear about SR&ED, or have been involved for many years, it’s crucial to adopt a strategic approach early in your documentation to maximize your benefits and recoup your investment in innovation.

 

In this recorded webinar, Andrea Legary, Managing Partner of The Recoup Group, goes over:

  • Structuring Experimental Development:
    Learn how to identify and address technological uncertainties effectively.
  • Best Practices for Tracking and Documentation:
    Protect your claim eligibility and minimize risks during reviews by mastering tracking and documentation.
  • Effective Project Governance:
    Discover strategies for project governance, including role assignments and activity oversight.
  • Avoiding Common Pitfalls:
    Recognize and steer clear of the most frequent pitfalls in SR&ED claims.

Presented by

Andrea Legary

Managing Partner of The Recoup Group

As a Professional Engineer (P.Eng) and Managing Partner at The Recoup Group, Andrea provides assistance to companies in a wide range of industries to access the Scientific Research & Experimental Development (SR&ED) tax credit to fund the advancement of their technology. Prior to working in SR&ED, Andrea worked as an Engineer, participating in several of Canada’s leading Space and Defense projects. These include the opportunity to design the thermal system for CASSIOPE, a Canadian Space Agency commissioned satellite, oversight of the production and delivery of Black Brant sounding rockets utilized by NASA, management of the engineering projects and capital budgets for the Joint Strike Fighter F-35 Program, and coordination of the procurement of structural components for the RADARSAT Constellation Mission at Magellan Aerospace.

Andrea feels strongly that investments in research are critical to global competitiveness and to creating and maintaining fulfilling career opportunities in Manitoba. In order to give back to the community she volunteers her time on several non-profit boards whose mandates align with investing in research for the economic benefit of the province. This includes serving as Chair of the Board of Directors for Research Manitoba, and as a director on West Canitest R&D (WestCaRD) and the Enterprise Machine Intelligence and Learning Initiative (EMILI).

Managing Partner of The Recoup Group

Event Partner

  • Manitoba Environmental Industries Association

    The Manitoba Environmental Industries Association (MEIA) works to advance environmental and clean technology opportunities in Manitoba through networking, education and support for its members.

    meia.mb.ca

Discover the SR&ED Program: A 101 Overview

This webinar was recorded on February 27, 2025.
For upcoming events and webinars, please visit our calendar.

BACK TO LIBRARY

What is SR&ED (SH-RED)?

SR&ED, or the Scientific Research and Experimental Development program, is one of Canada’s premier incentive programs, designed to assist businesses of all sizes and sectors that conduct research and development in Canada.

In this recorded webinar, Andrea Legary, Managing Partner of The Recoup Group, offers an essential overview of SR&ED and what it means for your business.

You’ll learn about:

  • Overview of SR&ED Tax Incentives: Including the latest updates announced in the Fall 2024 Economic Outlook.

  • Benefits of SR&ED: Understanding the advantages for your business.

  • Eligibility Basics: The foundational criteria for participation.

  • Why Submit a Claim: The importance and benefits of making a claim.

Presented by

Andrea Legary

Managing Partner of The Recoup Group

As a Professional Engineer (P.Eng) and Managing Partner at The Recoup Group, Andrea provides assistance to companies in a wide range of industries to access the Scientific Research & Experimental Development (SR&ED) tax credit to fund the advancement of their technology. Prior to working in SR&ED, Andrea worked as an Engineer, participating in several of Canada’s leading Space and Defense projects. These include the opportunity to design the thermal system for CASSIOPE, a Canadian Space Agency commissioned satellite, oversight of the production and delivery of Black Brant sounding rockets utilized by NASA, management of the engineering projects and capital budgets for the Joint Strike Fighter F-35 Program, and coordination of the procurement of structural components for the RADARSAT Constellation Mission at Magellan Aerospace.

Andrea feels strongly that investments in research are critical to global competitiveness and to creating and maintaining fulfilling career opportunities in Manitoba. In order to give back to the community she volunteers her time on several non-profit boards whose mandates align with investing in research for the economic benefit of the province. This includes serving as Chair of the Board of Directors for Research Manitoba, and as a director on West Canitest R&D (WestCaRD) and the Enterprise Machine Intelligence and Learning Initiative (EMILI).

Managing Partner of The Recoup Group

Event Partner

  • Manitoba Environmental Industries Association

    The Manitoba Environmental Industries Association (MEIA) works to advance environmental and clean technology opportunities in Manitoba through networking, education and support for its members.

    meia.mb.ca