Name: New R&D Tax Rules: What You Can Deduct Now
Start: 2026-01-28T11:30:00-05:00
End: 2026-01-28T13:00:00-05:00
Location: NextCorps

New R&D Tax Rules: What You Can Deduct Now

Learn about the changes to tax law that's affecting how businesses treat R&D costs, and Employee Tax Credits and Excelsior Job Tax Credits.
About this Event

Businesses now have the option to immediately deduct or amortize R&D costs.

Recent updates to U.S. tax law have changed how businesses treat research and development (R&D) costs, giving companies new flexibility in how these expenses are handled for tax purposes.

This lunch & learn will provide an overview of the updated rules and discuss considerations related to accounting methods and elections for domestic and foreign research and experimentation (R&E) expenditures. It will also cover two other opportunities: Employee Tax Credits and Excelsior Job Tax Credits.

Attendees will learn how to:

Assess eligibility related to the treatment of R&D costs
Review available accounting methods and elections
Coordinate R&D credit filings
Monitor important deadlines tied to changes in R&D tax treatment
Leverage employee and job tax credits

This is an in-person workshop and lunch will be provided. Space is limited and registration closes at 10:00 AM on Monday, January 26.

AGENDA

11:30-11:45 AM: Check in, grab lunch

11:45 AM - 12:45 PM: Workshop

12:45-1:00 PM: Q&A

ABOUT THE SPEAKER

Joshua M. Hoffman is a Partner at EFPR Advisory, LLC and joined the firm in 2014. He has more than eleven years of experience in a broad range of industries such as construction, real estate, transportation, emerging technologies and closely held businesses.

Joshua offers a variety of tax services to clients including individual, partnership, corporate and not-for-profit tax preparation, and assists clients with tax planning. He prepares compiled and reviewed financial statements and consults with clients on business solutions. Joshua also specializes in tax problem resolution with the IRS in addition to state and local taxing authorities. He is the service line leader in the multi-state taxation group, providing multi-state tax consulting and compliance services, and is regularly involved in researching new tax accounting regulations and their applicability to a client’s ever-changing business environment.