AI for R&D: Collaboration Forum

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 quarterly sessions 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

• Learn how other tax and IT teams 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.

• Gain insight into the IRS stance and recent agency responses.

• Discuss common red flags and unintended consequences.

• Learn from real lessons shared by peers and industry leaders.

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 Does It Start?

The first session of the AI for R&D: Collaboration Forum begins in October 2025. Space is limited to keep sessions interactive.

Ready to Join?

Reach out to stay informed about AI in R&D tax credits and upcoming sessions.