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2018 Research and Development Tax Credit Symposium

Description

Join us for the 4th Annual Research and Development Tax Credit Symposium which focuses on the latest developments impacting the research and development tax credit under IRC section 41 and best practices for claiming and documenting the research credit and defending research credit claims on audit.

This symposium 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.

  • Research credit hot topics and technical developments
  • Leveraging data analytics for R&D studies
  • Learn best practices for identifying and documenting qualifying R&D activities and costs and preparing your R&D tax credit claim
  • Understanding and applying the LB&I safe harbor directive
  • PATH Act and PEOs
  • State R&D tax credit opportunities

Who Should Attend

This seminar with group live instruction by leading tax practitioners and thought leaders is intended for corporate tax directors, tax managers, accountants and other tax professionals who assist companies that engage in technology development and have credit-qualifying activities and costs. No prerequisites or advance preparation is necessary. 

Date and Time

Wednesday, September 12, 2018 8:00 AM to 5:30 PM ET, immediately followed by a cocktail reception

Venue

1101 K St, NW 
Suite 500
Washington, DC 20005 

 

 

Agenda

8:00 am    Registration and Continental Breakfast

8:30 am    Welcome and Introductory Remarks
Alex Sadler, Morgan, Lewis & Bockius, LLC, Washington, DC
Jeff Moeller, Ivins, Phillips & Barker, Chartered, Washington, DC

9:00 am    Research Credit Hot Topics and Technical Developments
David Hudson, Ernst & Young LLP, Washington, DC

10:00 am    The Role of Data Analytics in the Research Credit
Shelby Ford, Crowe LLP, Knoxville, TN
Matt Paparella, Crowe LLP, Grand Rapids, MI

11:00 am    Break

11:15 am    PATH Act, PEOs, and State Withholding Opportunities
Meredith Kowal, Aprio LLP, Atlanta, GA
Carli McDonald, Aprio LLP, Atlanta, GA

12:15 pm    Lunch

12:45 pm    Best Practices for R&D Tax Credit Studies
Joe Kennedy, Information Technology and Innovation Foundation, Washington, DC

1:15 pm    Best Practices for R&D Tax Credit Studies
Jason Massie, MASSIE R&D Tax Credits, Atlanta, GA
Peter Green, MASSIE R&D Tax Credits, Atlanta, GA
Sara Beth Watson, MASSIE R&D Tax Credits, Atlanta, GA

2:15 pm   The LB&I Safe Harbor Directive; What It Means to You or Your Client’s Business
Devin Hall, PricewaterhouseCoopers LLP, Houston, TX
John Scacco, PricewaterhouseCoopers LLP, Orange County, CA

3:15 pm    Break

3:30 pm    State R&D Tax Credit Opportunities
Joe Stoddard, Eide Bailly LLP, Salt Lake City, UT

4:30 pm  Legal Roundup and Audience Q&A
Jeremy Fingeret, alliantgroup, Houston, TX
Jeff Moeller, Ivins, Phillips & Barker, Chartered, Washington, DC
Doug Norton, Morgan, Lewis & Bockius LLP, Washington, DC
Alex Sadler, Morgan, Lewis & Bockius LLP, Washington, DC

5:30 pm  Cocktail Reception

Continuing Education

  Skills Level:    Technical Update

Credits:
Earn Up to 7.0 CPE or CLE Credits
Practice Areas:
Tax
Prerequisite:
None
Level:
Basic/Intermediate
Production Date:
09/12/2018