Major legislative changes are shaking up the R&D tax credit landscape—again. This 3-part series brings together top experts from TaxOps to help tax professionals, advisors, and in-house teams navigate the latest updates, compliance requirements, and audit risks tied to Section 174 and the IRS's evolving expectations.

From the game-changing One Big Beautiful Bill Act to the revamped Form 6765 and enhanced audit scrutiny, each session is packed with practical insights to help you protect your clients, prepare your filings, and confidently claim credits in this new era.

Session 1:
Section 174 and the One Big Beautiful Bill Act: What It Means for Businesses
Understand the sweeping changes introduced by the OBBB Act, including the return of immediate expensing for domestic R&D. Explore the new Section 174A, retroactive relief, and what’s next from the IRS.

Session 2:
Preparing Revised Form 6765 for R&D Credit Compliance
Get up to speed on the IRS’s expanded Form 6765. Learn how to meet new documentation requirements, avoid common pitfalls, and defend your claims with confidence.

Session 3:
Audit Readiness: An IRS Primer for R&D Credit Compliance
Discover how to build a defensible audit trail with strong documentation and cross-functional collaboration. Explore what the IRS really wants—and how to deliver it.