Tax Strategy: R&D Credits, Incentives & Insights

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Discover how the new Section 174A and P.L. 119-21 legislation reshape R&D tax credits, state incentives, and business tax planning for 2025. In this Tax Strategy Briefing hosted by Cherry Bekaert’s Tax Credits & Incentives Advisory team, you’ll gain valuable insights into transitioning to Section 174A, understanding Rev. Proc. 2025-28, and meeting new R&D documentation requirements.

Learn how to evaluate elections and method changes, maximize R&D claims, and identify emerging state-level tax credit opportunities. This session provides clear guidance to help finance and technology leaders, tax professionals, and decision-makers uncover savings, stay compliant, and strengthen their tax strategies in 2025 and beyond.

What You’ll Learn:

  • How Section 174A impacts R&D tax planning
  • New documentation requirements for R&D Credits
  • Key updates from Rev. Proc. 2025-28
  • Opportunities in state-level incentive programs
  • Strategic takeaways from recent tax policy changes

Connect With Us

Martin Karamon headshot

Martin Karamon

Tax Credits & Incentives Advisory Leader

Partner, Cherry Bekaert Advisory LLC

Vivian Kohrs

Tax Credits & Incentives Advisory

Partner, Cherry Bekaert Advisory LLC

Andrew Hoh headshot

Andrew Hoh

Tax Credits & Incentives Advisory

Sr. Manager, Cherry Bekaert Advisory LLC

Contributors

Connect With Us

Martin Karamon headshot

Martin Karamon

Tax Credits & Incentives Advisory Leader

Partner, Cherry Bekaert Advisory LLC

Vivian Kohrs

Tax Credits & Incentives Advisory

Partner, Cherry Bekaert Advisory LLC

Andrew Hoh headshot

Andrew Hoh

Tax Credits & Incentives Advisory

Sr. Manager, Cherry Bekaert Advisory LLC

Robert Burke

Tax Services

Partner, Cherry Bekaert Advisory LLC

Melinda Young

Tax Credits & Incentives Advisory

Director, Cherry Bekaert Advisory LLC

Kasey Pittman headshot

Kasey Pittman

Tax Policy

Managing Director, Cherry Bekaert Advisory LLC