R&D tax policy and planning workshops
2027 Workshop Schedule
Nineteen workshops in seven countries. Each one is a two-hour session on one of five topics. Choose a country, then a city.
The Five Workshop Topics
R&D Tax Policy Discussions Forum
Dallas, Houston, San Antonio, Sydney, Adelaide, Singapore
Tax Authority Audit Defense Preparation
Corpus Christi, London
Legislative & Policy Change Briefings
Austin, Fort Worth, Brisbane, Toronto, Dublin
Cross-Border R&D Tax Rules
Houston, El Paso, Perth
Technical Activity Compliance Mapping
Plano, Melbourne, Auckland
By Country
Australia
R&D Tax Incentive workshops in Brisbane, Sydney, Melbourne and Perth from October 27 to November 1, 2027, and Adelaide on December 7.
Australia Workshops →Canada
One Toronto workshop on SR&ED reform. Monday, November 8, 2027.
Canada Workshops →Ireland
One Dublin workshop on the R&D Tax Credit and refundability. Thursday, November 4, 2027.
Ireland Workshops →New Zealand
One Auckland workshop on the RDTI. Monday, November 22, 2027.
New Zealand Workshops →Singapore
One Singapore workshop on the Enterprise Innovation Scheme. Friday, December 3, 2027.
Singapore Workshops →United Kingdom
One London workshop on the merged scheme and ERIS. Friday, November 5, 2027.
United Kingdom Workshops →United States
Federal and Texas credit policy: Austin on November 29 and Dallas on November 30, then seven Texas workshops from December 10 to 20, 2027.
United States Workshops →Australia
Legislative & Policy Change Briefings
Where R&D Tax Incentive Policy Is Heading
Brisbane, Australia
Stamford Plaza Brisbane
Wednesday, October 27, 2027 · 9:00 AM – 11:00 AM
The opening Australian workshop: what recent reviews of the national R&D system mean for the R&D Tax Incentive, and what Queensland businesses want from the next round of changes.
View Brisbane Workshop Details →R&D Tax Policy Discussions Forum
Intensity Thresholds and the Refundable Offset
Sydney, Australia
Hilton Sydney
Thursday, October 28, 2027 · 9:00 AM – 11:00 AM
Larger claimants are rewarded by R&D intensity and smaller ones by a refundable offset. Sydney discusses whether those settings push investment the way they were meant to.
View Sydney Workshop Details →Technical Activity Compliance Mapping
Core and Supporting Activities: Is the Definition Working?
Melbourne, Australia
Melbourne Convention and Exhibition Centre
Friday, October 29, 2027 · 9:00 AM – 11:00 AM
The line between core and supporting R&D activities decides most disputes. Manufacturing, medtech and software teams compare where it helps and where it confuses.
View Melbourne Workshop Details →Cross-Border R&D Tax Rules
Field-Based R&D and the Overseas Activity Rules
Perth, Australia
Parmelia Hilton Perth
Monday, November 1, 2027 · 9:00 AM – 11:00 AM
Resources, energy and agtech research often happens on site or offshore. Perth looks at how the incentive treats work done away from a laboratory.
View Perth Workshop Details →R&D Tax Policy Discussions Forum
University Collaboration and R&D Tax Policy
Adelaide, Australia
Hilton Adelaide East End
Tuesday, December 7, 2027 · 9:00 AM – 11:00 AM
Should the R&D tax incentive do more to reward businesses that work with universities? Adelaide closes the Australian programme with that question.
View Adelaide Workshop Details →United States
Legislative & Policy Change Briefings
Federal R&D Credit Policy: Sections 41 and 174
Austin, United States
Hilton Austin
Monday, November 29, 2027 · 9:00 AM – 11:00 AM
A briefing on how the federal research credit and the treatment of research expenses fit together, and what attendees would ask Congress to change.
View Austin Workshop Details →R&D Tax Policy Discussions Forum
State R&D Credit Policy: The Texas Franchise Tax Credit
Dallas, United States
Hilton Dallas / Frisco Hotel & Convention Center
Tuesday, November 30, 2027 · 9:00 AM – 11:00 AM
How Texas rewards research through its franchise tax credit, how that compares with other states, and whether the design reaches smaller firms.
View Dallas Workshop Details →Technical Activity Compliance Mapping
Software and the Credit: Where Policy Draws the Line
Plano, United States
Hilton Dallas / Plano Granite Park
Friday, December 10, 2027 · 9:00 AM – 11:00 AM
A discussion of the internal-use software rules and whether they still make sense for how software is built today.
View Plano Workshop Details →Legislative & Policy Change Briefings
Reporting Rules: The Expanded Form 6765
Fort Worth, United States
Hilton Fort Worth
Monday, December 13, 2027 · 9:00 AM – 11:00 AM
The IRS now asks for more detail on the credit form. Attendees weigh the compliance cost against the goal of fewer disputed claims.
View Fort Worth Workshop Details →R&D Tax Policy Discussions Forum
Funded Research: Who Should Get the Credit?
Houston, United States
Hilton Americas-Houston
Tuesday, December 14, 2027 · 9:00 AM – 11:00 AM
Contract research splits risk and rights between two parties. This session asks whether the funded-research rules allocate the credit to the right one.
View Houston Workshop Details →Cross-Border R&D Tax Rules
Cross-Border Research and the Foreign Research Exclusion
El Paso, United States
Hilton Garden Inn El Paso University
Wednesday, December 15, 2027 · 9:00 AM – 11:00 AM
Research performed outside the United States does not earn the federal credit. Border-region businesses discuss what that rule means for teams that work on both sides.
View El Paso Workshop Details →R&D Tax Policy Discussions Forum
Start-Ups and the Payroll Tax Offset
San Antonio, United States
Hilton Palacio del Rio
Thursday, December 16, 2027 · 9:00 AM – 11:00 AM
Young companies with no income tax bill can apply the credit against payroll tax. A session on who that offset reaches and who it misses.
View San Antonio Workshop Details →Tax Authority Audit Defense Preparation
Refund Claims and Substantiation Policy
Corpus Christi, United States
DoubleTree by Hilton Corpus Christi Beachfront
Friday, December 17, 2027 · 9:00 AM – 11:00 AM
What the IRS expects before it will consider a research credit refund claim, and whether those requirements are set at the right level.
View Corpus Christi Workshop Details →Cross-Border R&D Tax Rules
R&D Credit Policy Across the Americas
Houston, United States
Hilton Americas-Houston
Monday, December 20, 2027 · 9:00 AM – 11:00 AM
A comparative session, separate from Houston's funded-research session: how the United States and Canada structure research incentives, and what each could borrow.
View Houston Workshop Details →Answers at a Glance
- How long is a workshop?
- Two hours, 9:00 AM – 11:00 AM local time in every city.
- How do I register?
- Open the city you want and use its Email to Register link. Attendance is free.
- How do I know what a session covers?
- Each session is labelled with one of the five workshop topics, and its page describes the question that city takes up.