R&D in the US
June 5, 2025 11:00am ESTThe U.S. Federal R&D tax credit has evolved over the years—and today, it’s more generous and available to more taxpayers than ever before. Yet taxpayers are still surprised to learn what qualifies as R&D in the U.S.—and they’re even more surprised at how easy it is to apply for the credit.
In this hour-long webinar, we’ll discuss how the U.S. incentivizes R&D in the States, the four-part qualifying test, and pivotal moments that have enhanced the credit since its introduction in 1981.
You’ll learn:
- Qualifications (the Four-part Test)
- The Simplified vs Regular Credit
- The Surprising Activities that Qualify as R&D
- Where it Stands Today
Register Now to Save Your Seat
Learning Objectives
Understand which types of companies and activities may qualify for the R&D tax credit.
Stay up to date on recent and upcoming changes to the R&D tax credit landscape in 2025.
Learn how proposed changes to IRS Form 6765 impact documentation and claim requirements.
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
Josh Fattore
Senior Manager
Josh Fattore leads client engagements, conducts research on global emerging R&D tax incentives, and develops Exactera’s R&D tax credit solution. With more than 10 years of tax and R&D experience, Fattore has built expertise in various industries, including financial services, software development, retail, pharmaceuticals, medical instruments, chemical manufacturing, integrated circuit/battery/chip manufacturing, automotive, construction, and food and beverage.