Technology and AI in R&D Credits
October 2, 2025 11:00am ETR&D tax credits are all about developing new technology, but what’s the best way to utilize technology in the tax credit study? Now more than ever, it is crucial to prepare and maintain documentation for your R&D claims, and there are numerous digital solutions to help streamline this task. Moreover, in the burgeoning age of Generative AI, organizing, processing, and reviewing this data has never been easier. This CPE aims to discuss these and other capabilities and limitations through the lens of an R&D tax credit process.
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Learning Objectives
Understand the importance of document retention, what the IRS wants to see, and how to best meet those expectations.
Learn about what Generative AI is to enable a better awareness of its potential.
Discuss applications of GenAI utilizing examples from real tax credit processes.
Speakers
Mark McGee
Director, R&D
Mark McGee leads the R&D tax credit group at Exactera. With 18 years of R&D tax credit experience, he serves as a tax technical resource and quality assurance manager for the Exactera Professional Services Team. McGee’s expertise spans various industries, including financial services, software development, high-frequency trading, retail, pharmaceuticals, medical instruments, chemical manufacturing, integrated circuit manufacturing, automotive, agriculture, and food and beverage
Tom Muldom
Manager, R&D
Tommy Muldoon is a tax services professional in Exactera’s R&D tax credit group. As a project manager, he conducts technical interviews with subject matter experts and analyzes contemporaneous documentation to calculate and substantiate tax credit claims. Having joined the department in its year of launch, Muldoon also serves as a team expert on Exactera’s proprietary R&D software solution. His areas of expertise include software development, chemical engineering, and manufacturing, and his work has covered many jurisdictions, including Australia, Canada, France, Puerto Rico, and the UK.