About


Source Advisors experts will walk through how to identify qualified research activities, related expenses, and the general principles surrounding R&D tax credits.

We will also touch on expected updates to the Form 6765 and discuss the current landscape related to 174/174A amortization elections.

After this course, the practitioner will have a high-level familiarity with:
• How the R&D credit is calculated
• How the R&D credit benefits startup businesses
• Points to consider when looking at the R&D Tax Credit
• Changes to Form 6765
• Amortization elections under §174/174A

CPE:
Prerequisites: At least two years preparing intermediately complex tax returns.

Attendance Policy:
To receive credit, attendees must attend for at least 50 minutes, as measured by the platform software, and respond to 3 of 4 polling questions.

Delivered via Group Internet Live
1.0 CPE hours

When
Wednesday, June 3, 2026 · 10:00 a.m. Central Time (US & Canada) (GMT -5:00)
Presenters
1763668885-0a4020977e072b40
Deborah Roth, CPA
CPA, Managing Director, R&D Tax Credit Consulting
Deborah joined Source Advisors as the Managing Director of R&D Tax Credits in 2009. Formerly with PwC and another boutique R&D tax credit firm, Deb has overseen more than 4,500 R&D tax credit studies in the over 20 years that she has focused solely on R&D tax credits. Deb holds a BBA and Masters of Accountancy from the University of Michigan School of Business. She is also a founding member of the National R&E Roundtable.
R
Robert Henry Wallace III
Senior Manager (Lead), R&D Tax Credit Consulting
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SourceHOV Tax LLC dba Source Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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