The R&D Tax Credit Best Practice Roundtable: February 18, 2026 at 12 PM ET.Learn More

Not a Webcast… A Conversation.

AI for R&D: Collaboration Forum

20 Participants Max

Forum dates

Our Q4 Kick off forums had great conversations. Let’s keep them going in Q1 2026!

The AI for R&D: Collaboration Forum brings tax technology leaders together to share best practices, address challenges, and shape the future of AI in R&D tax credits. These conversations provide a space for open dialogue, peer learning, and practical solutions that help teams innovate while staying compliant.

Why Join the Collaboration Forum?

Advance Your Internal AI Innovation

  • Discuss how your team and others are integrating AI into R&D processes.

  • Share best practices and benchmark your approach.

  • Explore future goals and development paths for AI in R&D.

Mitigate Risk with Expert Insight

  • Understand foundational issues in today’s AI adoption.

  • Compare notes on the IRS stance and recent agency responses.

  • Discuss common red flags and unintended consequences.

  • Exchange real lessons with peers.

Who Should Attend?

This forum is designed for:

  • Tax technology professionals

  • IT leaders supporting R&D processes

  • Teams building or planning internal AI solutions for R&D tax credits

If your company is exploring AI in tax or compliance workflows, this forum gives you the chance to collaborate with peers facing similar challenges.

When?

Once a month and space is limited to keep sessions interactive.

Ready to Join?

Reach out to take part in the forum.

 

2020 - 2025
Repeat Honoree
Financial Times
America's Fastest Growing Companies
2019 - 2025
Repeat Honoree
Inc. 5000
America's Fastest Growing Private Companies
National Sponsor
TEI
Tax Executives Institute

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