TEI New York Chapter: R&D Tax Credit Program

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. 

TOPICS WILL INCLUDE:

• 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

MORGAN LEWIS SPEAKERS

• 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.

SCHEDULE

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

QUESTIONS?

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