In this R&D Tax Credit Masterclass, Justin Macari and Patrick Larsen walk CPAs through the major 2025-2026 changes to the R&D tax credit under the "One Big Beautiful Bill," including the return of full expensing for domestic research costs, retroactive relief for previously capitalized 2022-2024 expenses via DCN 273, and the upcoming mandatory project-level disclosures under Form 6765's redesigned Section G. They cover practical mechanics like the four-part test, Section 280C election optimization, payroll tax credit eligibility for early-stage startups, and red flags that trigger IRS audit scrutiny. The session closes with a live walkthrough of the Zen Tax Credit software, showing how it automates wage/expense allocation, generates defensible narratives, and produces a pre-filled Form 6765, alongside a Q&A on retroactive adjustments, internal-use software rules, and offshore contractor limitations.



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