The IRS in the U.S. released a revised draft of Form 6765 in December of 2024, and followed up with revised draft instructions in January 2025. The updated version will require an extremely high level of granular detail and documentation.

This webinar will highlight changes to the Form, including Sections E, F, and G. Special attention will be paid to the laborious Section G, and associated case law will be reviewed. Finally, we’ll discuss what firms can do now to prepare for TY 2025 -- when Section G will be required for many taxpayers -- with a focus on information gathering and processing.

This webinar is hosted by MGI North America. It is open to all MGI members and their staff. Click on the yellow book now button above to register.

Your clients are also welcome to attend — simply share this LINK for them to register. 

Learning objectives

  • Review the current version of Form 6765, and point out Sections that will change moving forward
  • Become familiar with new small Section above Section A
  • Realize that the new Section E asks crucial questions regarding changes in methodology
  • List the information Section G requires for each business component and recognize that information-gathering procedures may need to change/expand
  • Recall that official instructions and guidance have not yet been released
  • Understand the implications of the new labor-intensive Form, and how to advise your R&D clients regarding future compliance

Course outline

  • Timeline of significant events in R&D tax credit history
  • Current version of Form 6765
  • Overview of new Form 6765: – Mini-section above Section A
    • Section E
    • Section F
    • Section G

  • Why such an emphasis on granular detail? – Substantially all requirement

    • Recent case law

  • How to prepare for the new Form

Jacob Wood

Jacob Wood

Partner, Capstan Tax Services

Find out more

MGI North America members in the U.S. will earn 1.0 CPE credit for attending the entire webinar, answering live polls, and completing the Evaluation Form.

Program level: Beginner/Intermediate
Prerequisites: General background in accounting, depreciation and cost segregation advanced
Preparation: None
Field of study: Taxes

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