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Form-ing a new path in bank R&D credits?

11.19.2025 | Duration: 15:20

Discussion on recent changes to Form 6765 for Research and Development (R&D) credits.

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Podcast overview

We're pleased to announce a new episode of In the Vault with KPMG, where Elizabeth L'Hommedieu, Principal in KPMG Banking and Capital Markets Tax Practice, is joined by Vince Ceccacci, Partner in our Banking Credits Practice, and Greg Sweigart, Senior Manager in our Washington National Tax Credits Practice. They discuss recent changes to Form 6765 for Research and Development (R&D) credits.
 
Key Discussion Points:

  • Overview of R&D credits and their importance for financial institutions
  • Changes to Form 6765, including new sections E, F, and G
  • Implications and documentation changes for taxpayers
  • Strategies for preparing for the increased compliance requirements

Listen to the full episode to gain insights from our professionals on navigating these changes and ensuring compliance.

Meet our team

Image of Elizabeth B. L'Hommedieu
Elizabeth B. L'Hommedieu
Principal, Washington National Tax, KPMG US

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Banking and capital markets
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