United States · Policy and planning workshops
United States: 2027 Workshops
Nine Texas workshops on United States R&D tax policy and planning. Austin and Dallas open the programme on November 29 and 30, 2027 with the federal and state questions; seven more sessions follow from December 10 to 20.
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 →