PANEL

R&D Strategy in 2026: Navigating New Tax Policy and Product Commercialization

Join BlueByrd and a panel of tax and growth specialists for an objective analysis of how 2026 tax changes impact the path from technical development to market entry.

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Understanding the
2026 Landscape

For many organizations, the disconnect between the R&D lab and the sales floor is widened by tax complexity. Recent legislative shifts have fundamentally altered the "cost of innovation," making it essential for leadership to understand how tax credits influence the long-term commercial success of new products.

Why 2026 is the "Year of the Refund"

For years, businesses were burdened by Section 174 amortization. But with the passage of the One Big Beautiful Bill Act, the landscape has shifted back in your favor. If you aren’t adjusting your strategy now, you’re leaving six-to-seven figures on the table.

In this exclusive panel, we’ll dive into:

  • Legislative Analysis: A deep dive into the current status of R&D expensing under the One Big Beautiful Bill (OBBB) Act and what it means for your 2026 fiscal planning.
  • The Commercialization Threshold: Analyzing where "Qualifying Research" ends and "Commercial Activity" begins to ensure accurate, defensible claims.
  • Capital Allocation: How maximizing R&D credits can stabilize the cash flow required to support the high-risk phase of new product launches.
  • Risk Mitigation: Understanding the IRS’s updated documentation requirements to protect your organization during the transition from development to market-ready offering.

Richard Byrd,
CEO & Co-Founder

2025 was a rollercoaster for me, as I know it was for many of you. Two recommended books have served me well this year. Liz Wiseman's Multipliers is a book I read earlier in my career, but revisited this year as a business owner.

I had forgotten all the incredible insights in this book.  I highly recommend it to anyone who is leading a team of any size. The other book that I really enjoyed is The Book of Joy by the Dalai Lama, Desmond Tutu, and Douglas Carlton Abrams. It brought me a lot of spiritual joy in a challenging year. Joy is central to Christmas, so what better time to give it a read?

Read Bio

Dustin Williamson,
MAnaging Director, VCFO

2025 was a rollercoaster for me, as I know it was for many of you. Two recommended books have served me well this year. Liz Wiseman's Multipliers is a book I read earlier in my career, but revisited this year as a business owner.

I had forgotten all the incredible insights in this book.  I highly recommend it to anyone who is leading a team of any size. The other book that I really enjoyed is The Book of Joy by the Dalai Lama, Desmond Tutu, and Douglas Carlton Abrams. It brought me a lot of spiritual joy in a challenging year. Joy is central to Christmas, so what better time to give it a read?

Read Bio

Brian Broussard,
Executive VP, CSSI

2025 was a rollercoaster for me, as I know it was for many of you. Two recommended books have served me well this year. Liz Wiseman's Multipliers is a book I read earlier in my career, but revisited this year as a business owner.

I had forgotten all the incredible insights in this book.  I highly recommend it to anyone who is leading a team of any size. The other book that I really enjoyed is The Book of Joy by the Dalai Lama, Desmond Tutu, and Douglas Carlton Abrams. It brought me a lot of spiritual joy in a challenging year. Joy is central to Christmas, so what better time to give it a read?

Read Bio

Prepare your new product for takeoff.

Whether you’re a CEO, product owner, or marketing leader, this webinar will give you a clearer path to confident, scalable commercialization.

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