R&D in the Wake of Reform: What the New Law Means for Credit Claims, Compliance & Strategy

COURSE DESCRIPTION

The enactment of the “Big Beautiful Bill” brings long-awaited clarity to Section 174, but also ushers in a new era of complexity for R&D tax planning. While the federal R&D credit remains a valuable tool, heightened IRS scrutiny—paired with finalized changes to Form 6765 and the addition of Section G—demands a more strategic, well-documented approach.

At the same time, the state R&D landscape continues to evolve. While some jurisdictions are narrowing eligibility through industry and expense-type limitations, others are expanding opportunities or reintroducing credits, creating a patchwork of compliance considerations and planning potential.

In this session, McGuire Sponsel’s David Seibel, EA, will explore what the new federal law means for credit claims and how to stay ahead of the shifting state and federal compliance environment. Attendees will walk away with actionable strategies and real-world examples to guide client conversations and strengthen documentation practices.

By the end of this webinar, attendees will be able to:

• Understand how the final federal legislation impacts Section 174 amortization and R&D credit eligibility
• Navigate key changes to IRS Form 6765, including new Section G requirements
• Apply audit-tested documentation strategies that support IRS compliance
• Evaluate emerging state-level trends that affect credit eligibility
• Advise clients on how to proactively protect and optimize R&D credit claims in a post-reform landscape

MEET THE SPEAKER

David Seibel, CPA
Shareholder, R&D Tax Credit Services
McGuire Sponsel

David Seibel is a Shareholder for McGuire Sponsel’s R&D Tax Credit Practice. He combines his knowledge of tax law with his engineering expertise to maximize companies’ research credits and reduce their overall tax burdens.

Seibel ensures clients are receiving studies that meet the highest level of quality. He conducts fieldwork, produces detailed technical calculations, and builds narratives that accurately reflect each company’s research and experimentation activity. Seibel is an Enrolled Agent (EA), which enables him to represent clients in audit defense cases with the Internal Revenue Service.

Prior to joining McGuire Sponsel, Seibel worked with an industrial furnace company and an electro-mechanical company designing prototype power converters for coal haulers in the mining industry. He earned a degree in the mechanical engineering program at the University of Notre Dame.

CPE INFORMATION

CPE/CPD: 1 hour
Field of Study: Taxation

Program Level: Update

Format: Group Internet (Live Webinar)

AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.