TEI New England Chapter: R&D Tax Credit Program

Tuesday, December 3, 2019
09:00 AM - 01:00 PM Eastern Standard Time

This event has been changed to a webinar due to severe weather conditions in New England. 

Join us for this Tax Executives Institute (TEI) program hosted by TEI’s New England Chapter, presented by Morgan Lewis and Massie R&D Tax Credits.

Please note that registration for this TEI event is limited to in-house tax professionals only.


  • 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
  • Intangible Property Issues Post-Tax Reform
  • Select Tax Issues Relevant to Companies in the Technology and Life Sciences Industries – Potential Impact on M&A


  • Greg Hartker | Partner, San Francisco
  • Mike Liu | Partner, Chicago/Silicon Valley
  • Dan Nelson | Partner, Boston
  • Doug Norton | Associate, Washington, DC
  • Alex Sadler | Partner, Washington, DC
  • Jason Traue | Partner, Boston

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


Program | 9:00 am – 1:00 pm 


Please contact Kimberly Chappell.

CLE & CPE Credit

CLE credit: CLE & CPE credit are pending.