Q2 R&D Tax Credit Update: Critical Deadlines, AI Impacts and 2026 Planning Considerations

The research and development (R&D) tax credit landscape is evolving in 2026, bringing both urgency and opportunity. Join our Q2 update to learn what you need to know before the July 6 amendment deadline for businesses under $31 million in revenue.

We’ll also explore how AI and advanced technologies are redefining qualifying R&D, along with key legislative and technical updates impacting claims this year. Walk away with practical insights to assess eligibility, meet deadlines and strengthen your position going forward.

Learning Objectives

• Identify key federal R&D tax credit changes and developments impacting taxpayers in 2026
• Evaluate eligibility considerations and planning opportunities related to the July 6 federal amendment deadline for small and mid-sized businesses
• Assess how AI and emerging technologies may affect R&D qualification under IRC Section 41
• Recognize common documentation, substantiation, and examination considerations associated with modern R&D tax credit claims

Who Should Attend

This program is designed for CFOs, Controllers, Tax Directors, and business leaders in industries such as manufacturing, technology, software, engineering, and life sciences who are considering or currently claiming R&D tax credits.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE credit | Up to one hour of CPE, pending approval
Recommended Field(s) of Study | Taxes
CPE Capability | Technical Expertise/Problem Solving
Prerequisites | None
Program Level | Basic
Advanced Preparation | None