Technology R&D Tax Credits: What Qualifies and How Technology Companies Can Benefit

Technology companies may be able to benefit from R&D tax credits for qualifying research, software development, and innovation activities. In this episode, Dan Wheadon and Vivian Kohrs discuss the fundamentals of the R&D tax credit and key considerations for technology companies evaluating potential opportunities.

Viewers will learn about:

  • How R&D tax credits apply to technology companies
  • Software development and technology activities that may qualify
  • Eligible costs, including wages, contractors, and cloud computing expenses
  • Payroll tax credit opportunities for qualifying startups
  • Documentation, ownership, and funded research considerations

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Vivian Kohrs headshot

Vivian Kohrs

Tax Credits & Incentives Advisory

Partner, Cherry Bekaert Advisory LLC

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Past Episodes

Podcast Healthcare and Life Science

Podcast

October 9, 2026

7:51

Speakers: Adam Hunter, Carolyn Smith Driscoll

Learn how Form 6765 changes affect life sciences R&D tax credits, including new reporting requirements, documentation and compliance strategies.

Technology Podcast thumbnail

Podcast

October 6, 2026

13:07

Speakers: Daniel Wheadon, Vivian Kohrs

Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.