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OBBBA Rules Relating to Research and Experimental Expenditures (REE2)

Tuesday, July 14, 2026
01:00 PM - 03:00 PM (Eastern)

Mike Tucker, Ph.D., LL.M., J.D., CPA

Bob Lickwar, CPA

  • Format Webinar
  • Credits 2.00
  • Level Basic
  • Field of Study Taxes (2)
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$119.00


Overview

The One Big Beautiful Bill Act (OBBBA) made very favorable taxpayer changes to Section 174, which determines the tax treatment of research and experimental (R&E) expenses. OBBBA allowed for the immediate deduction of domestic R&E expenses through the introduction of a new Section 174A and provides mechanisms for transitioning from the recent five-year amortization schedule to an immediate deduction for domestic R&E expenditures. The OBBBA changes offer tax saving opportunities through these R&E expenditures.

Major Topics:

  • Eligible expenses for the credit
  • What activities do not qualify for the credit?
  • Differences between credit and deduction
  • Revenue Procedure 2025-28
  • Immediate deductions starting January 1, 2025
  • Deducting domestic R&E paid or incurred in tax years beginning after December 31, 2021, and before January 1, 2025
  • Making an election to amortize domestic expenditures
  • Elections a small business taxpayer can make
  • Options for treating previously capitalized expenditures
  • Interaction with the research credit
  • Changing accounting methods
  • Short tax year ending before July 4, 2025

Learning Objectives

  • Explain the new OBBBA rules relating to this important topic
  • Take advantage of R&E tax savings

Who should take this course:

Accounting and finance professionals who will be advising clients regarding R&E expenses

None

None

Yes

No

No

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