04/29/25 - 04/29/25

3 CPE – Spring R&D Tax Credit Roundtable | April 29, 2025

Event Details

Starts: Tuesday, April 29th, 12:00 pm ET
Ends: Tuesday, April 29th, 3:00 pm ET

Seven months ago, we set out on a quest to meet with hundreds of taxpayers to discuss what changes are coming to the 2025 filing and how you can get ahead of it with your own technology.

What you’ll gain:

  • a deeper understanding of the differences from prior years vs. this year’s form.
  • current cases and what the IRS is saying.
  • how to implement this strategy at your company.

Choose your CPE

You are welcome to attend for 1, 2, or all 3 CPE sessions.

12 PM – Jason Massie: How Does the New Form 6765 Affect You?
1 PM – Matthew Lerner: Cases, Controversy & D.C. Updates
2 PM – Peter Green: Optimizing Your R&D Tax Credit Process Using Today’s Technology

Speakers:


Top 10 Things You Need to Know About R&D Tax Credits in 2025


Optimizing Your R&D Tax Credit Process Using Today’s Technology

The R&D Tax Credit Best Practice Roundtable
Best Practice Roundtable
Wednesday,
February 18, 2026
12:00 pm EST

Experience
The MASSIE Method

Ready to get started?

Scientist in labroatory
2020 - 2025
Repeat Honoree
Financial Times
America's Fastest Growing Companies
2019 - 2025
Repeat Honoree
Inc. 5000
America's Fastest Growing Private Companies
2022 - Present
National Sponsor
TEI
Tax Executives Institute

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