Innovate New Albany’s NEW LOCATION:

7775 Walton Pkwy, 3rd Floor, New Albany, OH 43054

Fri 9/13, 11:30 am – 1:00 pm

Be ready to interact with our featured speaker, Jonathan Forman, and your fellow participants.

Please arrive at 11:30 am. Eat. Mingle. Make new friends.

Federal and state governments offer significant tax benefits for developing and improving products, processes, and software. Recently implemented and proposed updates to law, however, may have a potential game-changing negative impact to many innovative companies.

Join us for this TIGER Talk, presented by Jonathan Forman, to learn about theses changes, how they may affect your business, and how to maximize the benefits available to your business.

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As Managing Director of the Tax Credits & Incentives Services practice of Global Tax Management (GTM), Jonathan Forman leads the development and delivery of services that help multinational corporations take advantage of available federal, state, and international R&D and related 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. He is a global speaker and instructor and has been published in several key industry journals.

Prior to joining GTM, Jonathan held several leadership roles with BDO USA, including his most recent roles as the Stamford Office Managing Principal and Global R&D Center of Excellence Leader. He was one of the founding members of the firm’s national R&D tax credit practice, and created, built, and managed BDO’s International R&D Center of Excellence.

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. At PwC, he created one of the first browse-based software tools for managing R&D tax credits.

He is a member of the American Institute of Public Accountants. Jonathan resides in Westchester County, NY where he enjoys spending time with his wife, children, six cats, two dogs, and tortoise.

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Like all TIGER Events, this TIGER Talk is FREE.

Timeline:

11:30 am – Lunch / Socializing

11:50 am – Introduce yourself to our crowd (your “15 Seconds of Fame”)

12:05 pm – Hand-off to Jonathan

1:00 pm – Wrap / More Socializing

This event has passed so registration is closed.