Jonathan Forman

Jonathan Forman

Northeast Leader, R&D and Sec. 199 Tax Services

BDO New York - Park Avenue Office



Executive Summary

Jonathan has been involved with research and development (R&D) for more than 18 years and is the Managing Director 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.


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