Significant changes are here, and they’re opening the floodgates for R&D tax credit refunds and catch-up deductions. With the recent passage of sweeping tax legislation, dubbed the “One Big Beautiful Bill”, the landscape for claiming the Research & Development (R&D) Tax Credit has changed dramatically. This is a must-attend session for CPAs and businesses engaged in innovation, product development, engineering, software, manufacturing, and more.

We’ll provide a comprehensive overview of the R&D Tax Credit, from eligibility and benefit calculations to documentation strategies. More importantly, we’ll discuss the critical updates under the latest law and how they unlock retroactive opportunities for taxpayers that were previously limited by cost capitalization requirements.

Whether you’re advising clients or managing internal tax strategy, this session will give you the clarity and tools to help you unlock significant tax savings quickly.