Register now for Morgan Lewis’s
Seventh Annual Research & Development Tax Credit Symposium. |
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| Live-streamed sessions will be accessible from the comfort of your own workspace from Monday, November 8, 2021 through Friday, November 12, 2021. |
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| Quiz & Raffle: There will be opportunities for attendees and speakers to test their R&D tax credit knowledge during Sessions 1 and 2, with quiz winners to receive a copy of Legal Guide to the Research Credit—details to follow. |
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| Session 1 |
Monday, November 8, 2021
12:00–3:30 pm ET |
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| • | Hot Topics and Technical Developments* |
| | Alexa Claybon (EY) |
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| • | New Section 174 Capitalization Regime* |
| | Doug Norton (Morgan Lewis), Kathleen King (Alvarez & Marsal Taxand), and Shawn Marchant (Tanner) |
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Recent Trends in Research Credit Cases* |
| | Alex Sadler (Morgan Lewis), Doug Norton (Morgan Lewis), and Devin Hall (Crowe) |
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| Session 2 |
Wednesday, November 10, 2021
12:00–3:30 pm ET |
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| • | Substantial Rights, Trade or Business Requirement, Control Groups, and Other Thorny Technical Issues* |
| | Jeff Moeller (Ivins, Phillips & Barker) and Caitlin Bradley (Andersen) |
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| • | In-House Perspectives on Methodology, Documentation, and Audits |
| | Jason Massie (Massie R&D Tax Credits), Peter Green (Massie R&D Tax Credits), and others |
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| • | State and Local Incentives and Examinations* |
| | Cosimo Zavaglia (Morgan Lewis), Sophia Shah (Crowe), and Joe Stoddard (Eide Bailly) |
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| Session 3 |
Friday, November 12, 2021
12:00–3:30 pm ET |
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| • | Virtual Studies, A.I. Technology, and Appeals Conferences Best Practices* |
| | Jennifer Breen (Morgan Lewis), Sheri Dillon (Morgan Lewis), Mark Andrus (SPRX Technologies), John Chennoor (DHG), and Adam Quattlebaum (DHG) |
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| • | Federal Exams and Audit Defense Tactics* |
| | Tom Linguanti (Morgan Lewis), Joe Maselli (PwC), and Christi Schenzel (PwC) |
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| • | Faculty Q&A and Wrap-up / Closing Remarks |
| | Alex Sadler (Morgan Lewis), Doug Norton (Morgan Lewis), Tom Linguanti (Morgan Lewis), Alexa Claybon (EY), Shawn Marchant (Tanner), and Kathleen King (Alvarez & Marsal Taxand) |
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| CPE credit: We anticipate providing 1 hour of CPE per program for each of the substantive programs (up to 3 hours total per day and up to 8 hours in total) (pending approval). Please click here for additional CPE information. Thank you to Dixon Hughes Goodman for facilitating the provision of CPE credit for this year’s program. |
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| CLE credit: We anticipate providing 1 hour of CLE per program for each program indicated with an asterisk (up to 7 hours of CLE credit in total) (pending approval). |
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| Agenda subject to change |
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| Questions? |
| Please contact symposium co-chairs Alex Sadler and Doug Norton or marketing and communications coordinator Melissa Chan with any questions. |
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