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Instructor
Jamie Overberg
Instructor
With over 25 years of experience, Jamie Overberg, a partner at TaxOps, has seen, worked with, and tamed some of the most complex tax issues in Research & Development (R&D) credits to become a national leader in the field. She brings deep technical knowledge in helping companies identify, increase, document, and support claims of federal and state R&D credits across all industries, saving companies millions of dollars in taxes each year. Jamie is a Big Four alum with 13 years of work on some of the nation’s largest research credit projects. As a partner at TaxOps, Jamie negotiates with the IRS and state authorities across the country, advocating business credits for clients engaged in innovative work.
The IRS has significantly revised Form 6765, Credit for Increasing Research Activities, introducing new sections and expanded reporting requirements aimed at increasing transparency and curbing questionable claims. These changes—some effective in 2024 and others mandatory in 2025—have major implications for how businesses calculate and substantiate their R&D tax credits. In this second installment of our 3-part series, Jamie Overberg, partner at TaxOps, will walk you through the updated form, explain how to meet the new documentation standards, and share strategies for defending your credit claims under heightened IRS scrutiny. Whether you're a seasoned tax professional or advising clients new to the R&D credit, this session will equip you with the tools to navigate the evolving landscape with confidence.
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Anyone interested in R&D Credit information.
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