Q1 2026 R&D Tax Credit Best Practice Roundtable

Recap of the webcast:

• IRS R&D audit posture in 2026: a new LB&I ombudsman, expanded field authority for settlements, greater use of Fast Track, and reduced appetite for full disallowances on technicalities
• R&D documentation and exam strategy: what contemporaneous records, IDR responses, prepared witnesses, structured site visits, and sample design look like in practice, with lessons from George v. Commissioner
• How enterprise companies are modernizing R&D tax credit documentation at scale using tools including Teams, Slack, Power Automate, Alteryx, Python, and AI copilots
• State R&D tax credit developments in 2026: why Texas, Minnesota, Iowa, Michigan, and other state regimes require the same level of monitoring as federal rules

Download the Q1 2026 R&D Tax Credit Best Practice Roundtable white paper for a current look at IRS audit trends, documentation strategy, and the tools leading tax teams are using now.

If you have questions about anything covered in this roundtable, contact MASSIE to speak with a member of our team.

Best Practice Roundtable

Wednesday,
June 24, 2026
2:00 pm EST

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