Morgan Lewis Seminars

TEI New York Chapter: R&D Tax Credit Program

Tuesday, February 26, 2019
08:30 AM - 12:30 PM Eastern Standard Time

Please join us for this Tax Executives Institute (TEI) program hosted by TEI’s New York Chapter, presented by Morgan Lewis and MASSIE R&D Tax Credits. 


  • R&D Tax Credit Best Practices: Tips and Tricks on How the Best Companies Run Their Credit Process
  • R&D update: IRS Developments and Recent Cases
  • R&D Credit Opportunities: Software Development and Prototypes
  • Common Audit Sticking Points & Strategies to Overcome Them
  • R&D Tax Credits and The Art of War: How to Win the Battle with the IRS
  • State-Level R&D Incentives in the Tri-State Area
  • Tax Reform Takeaways and Legislative Outlook


  • Alex Sadler | Partner, Washington, DC
  • Alex Reid | Partner, Washington, DC
  • Cosimo Zavaglia | Partner, New York
  • Tom Linguanti | Partner, Chicago

Jason Massie and Peter Green of Massie R&D Tax Credits will also be presenting.


Registration and Breakfast | 8:30 am – 9:00 am
Program | 9:00 am – 11:50 am
Lunch/Keynote speaker | 11:50 am – 12:30 pm


Please contact Ray Gwydir.

CLE Credit 

CLE credit has been approved for the following jurisdictions:

  • 2.0 General Credits in NY and CA, and via reciprocity for NJ, CT, and FL
  • 1.0 General Credit for IL