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 New York - Park Avenue Office



Executive Summary

Jonathan has been involved with research and development (R&D) for more than 20 years and is the managing irector for BDO’s Global R&D Center of Excellence. He brings a scientific, information technology and business background to the firm’s R&D practice and has extensive knowledge of both U.S. and international R&D tax law.
With a focus on serving clients in the technology and life sciences industry, Jonathan has extensive experience addressing specific issues related to R&D credits and incentives. He specializes in maximizing software and technology-related R&D claims, including for internal-use software, as well as identifying international incentive opportunities.
Before specializing in R&D tax, Jonathan led teams in the design and development of several large multi-platform, n-tier software applications for corporate tax departments. These applications included solutions for managing and documenting R&D incentives, managing maintenance and compliance with global withholding regulations, and maintaining a large-scale like-kind exchange program.
In addition to his extensive R&D tax role, Jonathan co-chairs the Canada Desk for BDO in the United States.


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