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Bolster R&D Tax Credits with Automation

00:56:00

Aug 25, 2021 01:42 PM

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Speakers

Jonathan Forman
Managing Director, R&D Tax Credit Services @GTM
As Managing Director of Global Tax Management’s R&D Tax Credit Services practice, Jonathan leads the development and delivery of services that help large and multinational corporations take advantage of available federal, state, and international R&D tax incentives to reduce their tax liability. Jonathan has been involved with R&D for more than 20 years in both technical and taxation capacities, bringing a scientific, IT, and business background to GTM’s R&D Tax Credit practice. He has extensive knowledge of U.S. and international R&D tax law, and vast experience dealing with specific issues related to R&D credits and incentives within industries, including software, technology, life sciences, manufacturing, and energy. Jonathan also spent several years with Big 4 firms, including Deloitte and PwC. He created and led the R&D incentives practice for Deloitte in Calgary, Canada, where his practice focused on technology, oilfield services, and exploration and production.
Joe Lally
R&D Tax Credit Senior Manager @GTM
As a Senior Manager of Global Tax Management’s R&D Tax Credit Services practice, Joe helps large and multinational corporations take advantage of available federal, state, and international R&D tax incentives to reduce their tax liability. Since 2013, Joe has worked to develop tailored solutions for identifying, calculating, and documenting R&D incentives. He has also supported R&D tax credit studies on IRS and state tax examinations. Joe’s breadth of industry experience includes working with Technology & Software Development, Life Sciences, and Manufacturing companies to understand the nuances of their specific business processes and maximize R&D benefits unique to each industry. Prior to joining GTM, Joe worked for BDO USA and PwC, where his focus was on delivering specialized tax credits and incentives for companies of all sizes to reduce their annual tax bills.