Morgan Lewis’s 7th Annual R&D Tax Credit Symposium – Virtual Event

Monday, November 8, 2021 - Friday, November 12, 2021

Please join us for Morgan Lewis’s 7th Annual R&D Tax Credit Symposium. Live-streamed sessions will be accessible from noon – 3:30 PM ET on each of three days from Monday, November 8, 2021 through Friday, November 12, 2021. 

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.

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.

  • Day 2: Wednesday, November 10
    • Substantial Rights, Trade or Business Requirement, Control Groups, and Other Thorny Technical Issues*: Jeff Moeller (Ivins, Phillips & Barker) and Caitlin Bradley (Andersen)
    • In-House Perspectives on Methodology, Documentation, and Audits: Jason Massie (Massie R&D Tax Credits), Peter Green (Massie R&D Tax Credits), and Michael Keller (Dow)
    • State and Local Incentives and Examinations*: Cosimo Zavaglia (Morgan Lewis), Sophia Shah (Crowe), and Joe Stoddard (Eide Bailly)
  • Day 3: Friday, November 12
    • Virtual Studies, A.I. Technology, Appeals Conferences Best Practices*: Jennifer Breen (Morgan Lewis), Sheri Dillon (Morgan Lewis), Mark Andrus (SPRX Technologies), and John Chennoor (DHG)
    • Federal Exams and Audit Defense Tactics*: Tom Linguanti (Morgan Lewis), Joe Maselli (PwC), and Christi Schenzel (PwC)
    • 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), Kathleen King (Alvarez & Marsal Taxand), and Adam Quattlebaum (DHG) 


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: 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.

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).

Agenda subject to change


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