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Staying Ahead: Proactive R&D Tax Planning for Changes in Sections 41 & 174

Staying Ahead: Proactive R&D Tax Planning for Changes in Sections 41 & 174

Jonathan Forman
Managing Director
Joe Lally
Director
Webinar Date:

As R&D tax credit compliance continues to evolve, recent changes to Sections 41 and 174 — including a new version of Form 6765 and proposed regulations — are creating added complexity for taxpayers. Navigating these updates requires a proactive, well-structured approach to documentation and financial planning. How can you stay ahead of the curve and reduce risk while maximizing your R&D credits?

In this webinar, GTM’s tax credit leaders Jonathan Forman and Joseph Lally will discuss key strategies for navigating the latest developments in R&D tax planning and compliance.

Specific topics will include:

  • Understanding the changes in the new Form 6765, including business component data, officer wage inclusion, and acquisition/disposition reporting
  • How Section 174 capitalization requirements impact financial planning
  • Methods for promoting strong collaboration among tax, finance, and R&D teams
  • Best practices for optimizing documentation processes to reduce IRS exam risk
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