Jonathan Forman

Jonathan Forman

R&D Tax Services Northeast Regional Leader; R&D Global Centre of Excellence Leader; Tax Office Managing Principal; Canada Desk Co-Leader

BDO Stamford Office

203-905-6256

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Executive Summary

Jonathan leads our Stamford Tax office and is our Northeast R&D Tax Services practice leader. He is a frequent speaker both nationally and internationally, publishes articles regularly, and is often quoted in national media outlets.

Jonathan has been involved with R&D since 1997 in both technical and taxation capacities and brings a scientific, IT, and business background to our R&D practice. He is a member of our national Technology and Life Science Industry practices, and regularly works with companies from inception to maturity. He focuses on R&D credits related to qualified activities in product, process, and software development
Jonathan has extensive knowledge of both U.S. and international R&D tax law and manages BDO’s Global R&D Center of Excellence. Jonathan also co-chairs the Canada Desk for BDO in the United States.

Education

M.B.A., Centre for Innovative Management, Athabasca University, Canada
A.G.D.M., Information Technology Management, Athabasca University
B.Sc., Biological Science, University of Calgary, Canada