Insights

Discover why taxpayers are shifting from boutique firms to full-service CPA firms as recent tax changes demand a holistic R&D tax credit claims strategy.

Watch our Q1 2026 R&D Tax Credit Update webinar to hear our team discuss key opportunities, compliance considerations and recent developments.

The finalized Form 6765 instructions mark the IRS's shift to a project-specific disclosure approach. Explore what the new rules mean for R&D tax credits.

Discover how SB 711 reshapes California R&D tax credits for 2026 with ASC adoption, immediate expensing and planning opportunities for businesses.

Learn how R&D capitalization works, its benefits and about the proposed changes that could affect the existing process under Section 174.

The clinical stage of drug development involves navigating the phases of clinical trials and fundraising to support them. Explore our guide for startups.

Starting in the 2025 tax year, the Section 174 repeal lets businesses immediately deduct domestic R&E expenditures. Explore what else is changing.

Explore the implications of Virginia’s R&D tax credit sunset on strategic tax planning and gain insights into the 2026 outlook for its potential revival.

Watch and learn new R&D documentation rules for 2025 and discover how to align Section 174A changes with your innovation tax planning.

Watch to learn about Section 174 to 174A changes, new Form 6765 rules, and IRS guidance to optimize R&D tax credits and improve business cash flow.