Unlocking R&D Credit Value Through AI & Data Transformation

August 12 @ 12:00 pm – 1:00 pm EDT
Explore how artificial intelligence (AI) and data transformation can support efforts to drive new research and development (R&D) tax credit benefits, reduce disruption, and advance future-ready tax processes. This session will highlight how to identify eligible AI-related activities and costs while leveraging existing data and documentation to help build a more sustainable credit position. We’ll also cover practical approaches to data and AI readiness and share real-world examples of how data transformation is being applied across tax and R&D processes.
Learning Objectives:
Upon completion of this program, participants should be able to:
- Identify R&D tax credit-eligible activities and costs associated with AI investments.
- Discuss how leveraging AI and existing data and documentation can help reduce disruption and strengthen R&D tax credit sustainability.
- Outline a modern approach to data and AI readiness, including best practices and design tenets.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].





