Morgan Lewis’s 6th Annual R&D Tax Credit Symposium – Virtual Event

Monday, November 9, 2020 {ml-event-to} Friday, November 13, 2020

We will be presenting a full program of robust, varied content and speakers from Monday, November 9, 2020 through Friday, November 13, 2020.

QUIZ & RAFFLE: Each day will provide a new opportunity for attendees and speakers to test your R&D tax credit knowledge, participate in a raffle for a copy of Legal Guide to the Research Credit, and communicate informally during an interactive networking session at 5 pm ET each day – details to follow.

This symposium focuses on the latest developments impacting the research and development tax credit under Internal Revenue Code Section 41 and best practices for claiming and documenting the research credit and defending research credit claims on audit. It is designed for corporate tax directors, tax managers, accountants, and other tax professionals who assist companies that engage in technology credit and have credit-qualifying activities and costs.

Virtual | Monday, November 9, 2020 | 12:00 PM-3:30 PM ET

  • Hot Topics & Technical Developments*
    Watch the recording >>
    Alexa Claybon (Ernst & Young)
  • Implications of Industry 4.0 on the Research Credit
    Watch the recording >>
    Shelby Ford (Crowe) and Chelsea Alspaugh (Crowe)
  • Research Credit Pitfalls, Opportunities, and Best Practices During Coronavirus (COVID-19)
    Watch the recording >>
    Adam Quattlebaum (Dixon Hughes Goodman) and Donny Lucaj (Plante Moran)

Virtual | Wednesday, November 11, 2020 | 12:00 PM-3:25 PM ET

  • Special Issues with Pilot Models and Heavy Supply Cost Claims
    Watch the recording >>
    Kathleen King (Alvarez & Marsal Taxand)
  • R&D Technical Update: Recent Cases and Trends*
    Watch the recording >>
    Jeremy Fingeret (alliantgroup) and John Dies (alliantgroup)
  • Current Environment for Software Development Claims*
    Watch the recording >>
    Shawn Marchant (Tanner), Caitlin Bradley (Andersen), Brian Kaufman (Capital One Financial Corporation), and Tom Linguanti (Morgan Lewis)

Virtual | Friday, November 13, 2020 | 12:00 PM-3:25 PM ET

  • In-House Perspectives on Methodology, Documentation, and Audits
    Watch the recording >>
    Jason Massie (Massie R&D Tax Credits), Peter Green (Massie  R&D Tax Credits), Peter De Nicola (FUJIFILM), Kay Kousek (InterContinental Hotels Group), and Daniel Mansfield (Caterpillar) 
  • Stat Sample Offense and Defense; R&D Audit Defense Tactics*
    Watch the recording >>
    Joe Maselli (PwC) and Linden Smith (PwC)
  • Top 10 Sticking Points in R&D Controversies*
    Watch the recording >>
    Alex Sadler (Morgan Lewis), Tom Linguanti (Morgan Lewis), and Doug Norton (Morgan Lewis)


Although the research credit is often thought of in connection with companies in the high-tech, pharmaceutical, and biotechnology industries, it is certainly not limited to those industries. Companies in a wide array of other industries can reap substantial financial benefits from the research credit when they invest in research to make lighter, stronger, cheaper, or more reliable products; design more economical and versatile internal processes; or develop new customer-interfacing or internal software programs.

Other industries benefiting from the research credit notably include:

  • Manufacturing
  • Automotive
  • Aerospace
  • Engineering
  • Software
  • Textiles
  • Construction
  • Food

CPE Credit: 1 hour of CPE per session (up to 3 hours total per day and up to 9 hours in total) (pending approval), Tax. See here for additional CPE information.

*CLE Credit: 1 hour of CLE per session for each session indicated with an asterisk (up to 5 hours of CLE credit in total) (pending approval).


Please contact symposium co-chairs Alex Sadler and Doug Norton, or marketing and communications coordinator Melissa Chan with any questions.