Webinars

Morgan Lewis's 8th Annual R&D Tax Credit Symposium – Virtual Event

Thursday, November 10, 2022

Morgan Lewis’s 8th Annual R&D Tax Credit 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.

AGENDA

DAY 1: TUESDAY, NOVEMBER 8, 2022

12:00–12:20 pm ET	Welcome Remarks Morgan Lewis
12:20–1:20 pm ET	Hot Topics and Technical Developments^* Alexa Claybon, EY
1:20–1:25 pm ET	BREAK
1:25–2:25 pm ET	New Section 174 Capitalization Regime: What to Do Now^* Kathleen King, Alvarez & Marsal Taxand Alex E. Sadler, Morgan Lewis
2:25–2:30 pm ET	BREAK
2:30–3:30 pm ET	One Year Later: Practitioner Panel on the Refund Claim Directive, Little Sandy, and Other IRS Enforcement Efforts^* Mike Boenzi, Forvis Ginger Powell, Plante Moran Jason Massie, Massie R&D Tax Credits Shelby Ford, Crowe LLP
3:30–3:35 pm ET	BREAK
3:35–4:35 pm ET	Federal Exam and Audit Defense Tactics^* Patrick Mahoney, PwC Joseph Maselli, PwC Linden Smith, PwC
4:30 pm ET	QUIZ: Test Your R&D Tax Credit Knowledge

DAY 2: THURSDAY, NOVEMBER 10, 2022

12:00–12:10 pm ET	Welcome Remarks Morgan Lewis
12:10–1:10 pm ET	The Current Focus on Business Components: Procedural and Substantive Perspectives^ Alex E. Sadler, Morgan Lewis Douglas Norton, Morgan Lewis
1:10–1:15 pm ET	BREAK
1:15–2:15 pm ET	Leveraging Data and Analytics to Support R&D Claims in a Changing Environment^* Liz McKnight, Crowe LLP Matt Paparella, Crowe LLP Douglas Norton, Morgan Lewis
2:15–2:20 pm ET	BREAK
2:20–3:20 pm ET	Special Issues in Preparing and Defending Software Development Claims^* Don Singer, Deloitte James Strandjord, Deloitte Dan Mennel, Cherry Bekaert Shawn Marchant, Tanner
3:20–3:25 pm ET	BREAK
3:25–4:25 pm ET	In-House Perspectives on Methodology, Documentation, and Audits Krista Griewank, Steel Dynamics, Inc. Jim Cochran, Sherwin-Williams Teresa Lynch, Booz Allen Hamilton Moderating Alex E. Sadler, Morgan Lewis Douglas Norton, Morgan Lewis
4:25 pm ET	RAFFLE of Quiz Winners for “Legal Guide to the Research Credit”

WHO SHOULD ATTEND

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 noted with a caret (“^”) above. Thank you to Forvis 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 of the substantive programs noted with an asterisk (“*”) above.Morgan Lewis will be facilitating CLE credit.

QUESTIONS?

Please contact symposium co-chairs Alex E. Sadler and Douglas Norton, or marketing manager Corey Sharkey with any questions.