Key Considerations for R&D Tax Credits and Amortization Elections

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.

June 3rd, 2026

10 A.M. CST | 11 A.M. EST

After registering, you will receive a confirmation email containing information about joining the webinar.

Learning Objectives Include:

Prerequisites:

Recommended Credit:

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The Complaint Resolution Policy may be found here.

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.

Speakers

Deborah Roth, 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.

Robert Henry Wallace III

Senior Manager (Lead), R&D Tax Credit Consulting

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