Complimentary for Members

June 12, 2025

Live Webcast

NYSED 1

Form 6765 - R&D Tax Credit Form Changes Overview Tech Session Webinar

This session was designed to provide an overview of changes to Form 6765 (Increasing Credit R&D Tax Credit) for tax years 24' and 25'.

June 12, 2025
Live Webcast
NYSED 1
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    Instructor

    Akshay
    Shrimanker

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    Akshay Shrimanker

    Bio
    Akshay Shrimanker is the founder and CEO of Shay CPA P.C. He started helpingentrepreneurs in New York City’s fledgling tech startup scene in 2009 with their taxesand bookkeeping. At first, it was something he did part-time whilst working full-time at WNET – Channel 13 (NYC’s PBS station). Soon his passion for working withentrepreneurs led him to create Shay CPA P.C in January of 2014 and devote 100% ofhis time to working with entrepreneurs and startups.Apart from Shay CPA P.C, Akshay is also the Past-President of the New York StateSociety of Certified Public Accountants – Queens/Brooklyn Chapter, and previouslyChaired the NYSSCPA Emerging Technology and Entrepreneurship Committee (ETEC). He is a licensed Certified Public Accountant in New York State and has a Bachelor ofBusiness Administration Degree in Accounting from CUNY-Baruch College.
  • View Bio

    Instructor

    Jay
    Persaud

    View Bio

    Jay Persaud

    Bio
    Record created by Online Generic Account.
  • Review substantially revamped form 6765 enhanced reporting requirements.
  • Presentational Updates to the Form
  • Review structural changes to the form and additional sections added.
  • Business Component Reporting
  • Review requirements to include quantification of research credit QRE's.
  • Phased Implementation
  • Review requirements for Tax Year 2024 and 2025 + Small Business Exception Sec. G.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Analyze the structural changes and new sections of the revamped Form 6765 to properly navigate the updated reporting framework.
  • Apply the business component reporting requirements to accurately quantify and document qualified research expenses (QREs) for credit claims.
  • Evaluate the phased implementation timeline (2024–2025) and Section G small business exception to determine compliance obligations for different taxpayer scenarios.

Major Topics

  • Review substantially revamped form 6765 enhanced reporting requirements.
  • Presentational Updates to the Form
  • Review structural changes to the form and additional sections added.
  • Business Component Reporting
  • Review requirements to include quantification of research credit QRE's.
  • Phased Implementation
  • Review requirements for Tax Year 2024 and 2025 + Small Business Exception Sec. G.

CPE Credits Available

NYSED 1
0
Preparation Credit - Taxation (NYSED)
0
Speaking Credit - Taxation (NYSED)
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Preparation Credit - Taxation (NYSED)
  • Speaking Credit - Taxation (NYSED)
  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPA's and Tax Practitioner's who want to learn about the recent changes to Form 6765.

Provider

Foundation for Accounting Education

This event has ended.