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Featured Speaker

Jonathan Forman

EXPERIENCE SUMMARY

Jonathan has been involved with R&D for 19 years in both technical and taxation capacities and brings a scientific, IT, and business background to our R&D practice.  Jonathan has extensive knowledge of both U.S. and international R&D tax law.
 

Prior to joining BDO, Jonathan spent six years with Big 4 firms in the United States and Canada.  Most recently, he created and led the R&D incentives practice for Deloitte & Touche in Calgary, Canada where his practice focused on technology, oilfield services, and exploration and production.  In addition, he was the leader of the Energy Industry segment for R&D incentives in Canada.

 

Before specializing in R&D tax, Jonathan designed and led teams in the development of several large multi-platform, n-tier software applications for corporate tax departments.  These applications included solutions for managing and documenting R&D incentives, managing maintenance and compliance with global withholding regulations, and maintaining a large-scale like-kind exchange program.

 

Prior to joining Big Four accounting firms, Jonathan was a software applications developer and team leader at a telecommunications company in Newton, MA.

 

Jonathan has extensive experience dealing with specific issues related to R&D credits and incentives within multiple industries including software, energy, life sciences, telecom, and manufacturing (including food processors).  He specializes in maximizing software and technology related R&D claims, including internal-use software, and identifying international incentives.

 

EDUCATIONAL BACKGROUND

M.B.A., Centre for Innovative Management, Athabasca University, Canada
A.G.D.M., Information Technology Management, Athabasca University
B.Sc., Biological Science, University of Calgary, Canada