This educational session gives Accountants & CPAs a concise, up-to-date overview of the R&D credit rules following the passage of OBBB. Attendees will learn how the changes impact clients of different sizes, which industries see the biggest benefit, and how to properly evaluate qualification. We’ll also show how partnering with Sagemont Advisors enables firms to offer R&D credit services confidently — protecting clients, expanding the firm’s advisory capabilities, and generating additional revenue without hiring or training staff.