United States workshops
United States: 2027 Schedule
The 2027 US programme runs separate flagship workshops in Austin & Dallas, Texas on Tuesday, October 12 and Wednesday, October 13, 2027, with a wider Texas series from 10 to 19 November 2027.
Qualifying Activities & Audit Readiness
ProvisionalAustin, United States
Hilton Austin
Tuesday, October 12, 2027 · 9:00 AM – 11:00 AM
Austin and Dallas each host a separate flagship workshop on consecutive days in October 2027: a working session on qualifying activities, contemporaneous documentation and audit readiness, plus an open innovation-policy discussion.
View Austin Workshop Details →Qualifying Activities & Audit Readiness
ProvisionalDallas, United States
Hilton Dallas / Frisco Hotel & Convention Center
Wednesday, October 13, 2027 · 9:00 AM – 11:00 AM
Austin and Dallas each host a separate flagship workshop on consecutive days in October 2027: a working session on qualifying activities, contemporaneous documentation and audit readiness, plus an open innovation-policy discussion.
View Dallas Workshop Details →Substantiating Qualified Research Under IRC §41
ProvisionalPlano, United States
Hilton Dallas / Plano Granite Park
Wednesday, November 10, 2027 · 9:00 AM – 11:00 AM
A north-Dallas session focused on how mid-market manufacturers and software teams substantiate qualified research under IRC §41.
View Plano Workshop Details →Claim Preparation: Activity Mapping to Form 6765
ProvisionalFort Worth, United States
Hilton Fort Worth
Friday, November 12, 2027 · 9:00 AM – 11:00 AM
Hosted a short walk from Swanson Reed's Fort Worth office, this session runs through claim preparation end to end, from activity mapping through Form 6765 preparation.
View Fort Worth Workshop Details →Cross-Border R&D Structures
ProvisionalEl Paso, United States
Hilton Garden Inn El Paso University
Monday, November 15, 2027 · 9:00 AM – 11:00 AM
A border-region session covering cross-border R&D structures and how companies with manufacturing operations near the Mexican border treat qualified research expenses.
View El Paso Workshop Details →Substantiating R&D Activities: Evidence & Documentation
ProvisionalSan Antonio, United States
Hilton Palacio del Rio
Tuesday, November 16, 2027 · 9:00 AM – 11:00 AM
A River Walk session covering cybersecurity, bioscience and aerospace research activity and the documentation and evidence relevant to substantiating R&D activities.
View San Antonio Workshop Details →Documenting Experimental Development Work
ProvisionalCorpus Christi, United States
DoubleTree by Hilton Corpus Christi Beachfront
Wednesday, November 17, 2027 · 9:00 AM – 11:00 AM
A coastal session for marine, port-logistics and manufacturing teams on documenting experimental development work.
View Corpus Christi Workshop Details →Process-Improvement Research & the Funded-Research Exclusion
ProvisionalHouston, United States
Hilton Americas-Houston
Thursday, November 18, 2027 · 9:00 AM – 11:00 AM
A separate session from the Americas Three Pillars workshop below. Houston's energy, chemicals and life-sciences base makes for a session weighted toward process-improvement research and the funded-research exclusion.
View Houston Workshop Details →Americas “Three Pillars” Strategy Workshop
ProvisionalHouston, United States
Hilton Americas-Houston
Friday, November 19, 2027 · 9:00 AM – 11:00 AM
A separate, extended strategy workshop from the process-improvement session above, built around the three pillars (innovation culture, productivity and commercialisation) for teams operating across the Americas.
View Houston Workshop Details →All 2027 dates are provisional and subject to confirmation.
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