Mariana von Lucken

Mariana von Lucken, CTA

HLB Mann Judd

Mariana von Lucken, CTA, is a Tax Partner with HLB Mann Judd, and advises a wide range of clients that need assistance on a wide range of tax topics, including R&D, early-stage innovation companies, employee shares/options for start-ups and FBT. In her commitment to give back to the tax profession, Mariana is involved with The Tax Institute’s Professional Development and Women in Tax committees.

Session details

Session 15.3: R&D Tax Incentive – What do you need to know

This session will explore the lifecycle of the R&D tax incentive, outline the key technical issues in making a claim and offer an understanding of the likely review process if AusIndustry make an adverse determination.

The session will cover:

An overview of the current R&D tax incentive
Pitfalls and Tips
How the proposed changes will affect your client’s business
Key lessons from recent cases
Timeline of an actual dispute from AusIndustry decision to the AAT review and what it may cost you
Lessons learnt ‘on the ground’, and
How taxpayers can avoid a dispute with AusIndustry.

Speakers: Kathryn Bertram, FTI, Johnson Winter & Slattery, Mariana von Lucken, CTA, HLB Mann Judd