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Webinar • July 29, 2026, 1PM – 2PM EDT

How CPAs and Accounting Firms Unlock More Value for Clients Through R&D Tax Credit Partnerships

For CPAs and accounting firms, R&D tax credits can be one of the most valuable services you’re not fully capturing for clients. Recent legislation has widened the opportunity: The One Big Beautiful Bill Act restored immediate expensing of domestic R&D under Section 174A, and Form 6765’s new Section G brings added complexity for many filers in the 2026 tax year. Add in the 37+ states offering their own stackable R&D credits, and clients are leaving real, non-dilutive funding on the table.

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Here’s What You’ll Learn

  • What has changed in the federal and state R&D tax credit landscape

  • Why claiming these credits well requires both technical and financial expertise working together

  • How Boast’s Partner Program lets CPA and accounting firms offer R&D tax credits to clients without building the capability in-house

Who Should Attend

  • U.S.-based CPAs, accountants, fractional CFOs
  • Third-party financial/advisory firms evaluating whether to partner with a specialist rather than build R&D tax credit capability in-house

Whether you’re actively exploring R&D tax credits for clients or just curious what a specialist partnership actually requires of your team, you’ll leave with a clear picture of the opportunity and how to evaluate it.

Your Expert Hosts

Paul Davenport

Head of Content
(Moderator)

Boast

Michael Chernawsky, CPA (TX, IL), CPA, CA

Principal and Fractional CFO
(Guest Speaker)

CHY Accounting

Ashley Crawford

Director, Customer Delivery

Boast

Mfon Ubaha, MBA

Head of Partnerships

Boast