Unlocking Cash Flow: How to Leverage R&D Payroll Tax Credits

Many companies invest heavily in innovation but overlook one of the most accessible ways to recover cash: the R&D payroll tax credit. This webinar will walk through how qualifying businesses can offset payroll tax liabilities using the federal R&D tax credit, even if they are not yet profitable. Attendees will gain a practical understanding of eligibility, qualifying activities, documentation requirements, and common pitfalls—along with real-world examples of how companies are using these credits to reinvest in growth.

By the end of this webinar, startup attendees will be able to:

1. Understand whether their startup qualifies for the federal R&D payroll tax credit, even if they are pre-revenue or operating at a loss.
2. Identify which payroll costs and development activities qualify, including engineering, product development, and technical problem-solving.
3. Learn how to use R&D credits to offset payroll taxes, creating immediate cash flow without giving up equity.
4. Navigate the claiming process with confidence, including timelines, required documentation, and coordination with tax filings.
5. Avoid common startup mistakes that can delay credits, reduce benefit amounts, or increase audit exposure.

Note: This is a webinar event and will be held online via Zoom. A Zoom link will be sent to you in the confirmation email.

Patrick Gately is a tax incentive specialist at Leyton, where he advises companies on maximizing federal and state R&D tax credits and related innovation incentives. Patrick works closely with founders, finance leaders, and product teams to identify qualifying research activities, structure defensible claims, and unlock payroll tax credits that directly improve cash flow. He brings a practical, business-focused approach to helping innovative companies reinvest savings into hiring, product development, and expansion.

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