LAB26-10. OBBB: Scaling Tax Credits with Stronger Tax Compliance & Artificial Intelligence, presented by ADP

Tax credit rules are evolving rapidly, as are the tools used to manage compliance — and staying ahead is now essential for organizations seeking to reduce risk, maintain compliance, and maximize value.

Recent legislative changes, including H.R. 1, P.L. 119-21, commonly referred to as OBBBA, have materially altered the tax credit landscape. At the same time, automation, generative AI, and emerging agentic AI capabilities are changing how teams track updates, strengthen documentation, and coordinate cross functional execution.

This session cuts through the noise with a practical, business ready approach grounded in real world use cases that support both internal execution and client delivery. Attendees will explore how shifting rules and new technologies intersect — and how to respond with strategies that are sustainable and defensible.

In this session, you’ll learn how to:
• Understand the origins and intent of major tax credit programs, such as the research and development (R&D) credit, that underpin current incentives under H.R. 1
• Interpret recent legislative changes and translate them into practical implications for eligibility, documentation, and audit readiness
• Adapt tax credit strategies as regulations continue to evolve
• Improve cross functional coordination across HR, legal, and finance to identify and capture opportunities consistently
• Explore how generative AI tools can accelerate information gathering and standardize documentation and summaries
• Consider how agentic AI can support multi step workflows by monitoring updates, flagging impacts, and routing actions to appropriate stakeholders

Learning Objectives:

• Recall the origins and intent of major tax credit programs, such as research and development, that shape today’s incentives from H.R. 1.
• Recognize recent legislative changes and translate them into practical implications for tax credit eligibility, documentation, and audit readiness.
• Identify how to adapt your general tax credit strategy as regulations continue to shift.
• Recall how to improve cross-functional coordination across HR, legal, and finance to capture opportunities consistently.