United States · Dallas
Qualifying Activities & Audit Readiness
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.
- Programme
- Invention Cafe® 2027
- Country
- United States
- City
- Dallas
- Date
- Wednesday, October 13, 2027
- Time
- 9:00 AM – 11:00 AM
- Venue
- Hilton Dallas / Frisco Hotel & Convention Center
- Price
- Free
This date, venue, time and price are provisional and subject to confirmation.
Who Should Attend
- Founders and owners
- Finance and tax leaders
- R&D and engineering managers
- Accountants and advisers who support them
You do not need to be an R&D tax specialist to get value from a session.
Workshop Team
Every Invention Cafe® session is led by the same Swanson Reed specialists.
- DJ
Damian J. Smyth
Principal & Global CEO
Swanson Reed
R&D tax policy, with more than 20 years in R&D tax credits.
Read Damian J. Smyth’s Bio → - AR
Adam Rogers
Principal & Director of Technical Compliance
Swanson Reed
Technical compliance and R&D tax audits across multiple jurisdictions.
Read Adam Rogers’s Bio → - CJ
Cherie Jones
Principal & General Manager of Operations
Swanson Reed
Claim preparation and client delivery, in R&D tax credit work since 2015.
Read Cherie Jones’s Bio →
Answers at a Glance
- What happens at the Dallas session?
- 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.
- How do I register?
- Click the Register button above to fill in the registration form, and we'll reserve your place. You can also book a call with the team.
- Are the date, venue and price confirmed?
- This date is provisional and subject to final confirmation, along with the venue, time and price shown above.