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

Tax credit rules are evolving quickly as are numerous tax compliance tools—and staying ahead is now essential for organizations that want to protect compliance, reduce risk, and maximize value.

Recent legislative shifts, including the One Big Beautiful Bill, have materially changed the landscape. Simultaneously, automation, GenAI, and emerging Agentic AI are transforming how teams track updates, strengthen documentation, and operationalize 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.

In this session, you’ll learn how to:
• Understand the origins and intent of major tax credit programs such as Research and Development (R&D) that shape today’s incentives from the OBBB.
• Interpret recent legislative changes and translate them into practical implications for tax credit eligibility, documentation, and audit readiness
• Adapt your general tax credit strategy as regulations continue to shift
• Improve cross-functional coordination across HR, legal, and finance to capture opportunities consistently
• Explore GenAI tools to accelerate information gathering and standardize documentation and summaries
• Consider Agentic AI to coordinate multi-step workflows—monitoring updates, flagging impacts, and routing actions to the right owners

Learning Objectives:

• Understand the origins and intent of major tax credit programs such as Research and Development (R&D) that shape today’s incentives from the OBBB.
• Interpret recent legislative changes and translate them into practical implications for tax credit eligibility, documentation, and audit readiness
• Adapt your general tax credit strategy as regulations continue to shift
• Improve cross-functional coordination across HR, legal, and finance to capture opportunities consistently