Half-Day Webinar: Federal Tax Planning After The Impact of COVID-19

Wednesday, June 17th @ 12:00pm EST

Event Details

Join an elite group of tax professionals to discuss Federal Tax planning strategies in this complimentary 4-hour webinar, co-sponsored by MASSIE R&D Tax Credits, Morgan Lewis and Duff & Phelps.

AGENDA

Time

Session Information

Speakers

12:00pm-1:00pm

How to Claim and Sustain the Largest R&D Tax Credits Possible with the Least Amount of Work!

Gathering information to support your R&D Tax Credit is never easy, especially given today’s environment. Tax people are being called on to do “more with less” as budgets are being slashed and SMEs furloughed. There is hope, however, and during this session you will learn some tips and tricks based on Best Practices of the largest taxpayers in the country.

(1 CPE CREDIT IN TAXES)

Jason Massie and
Peter Green

 

MASSIE R&D Tax Credits

1:00pm-2:00pm

Transfer Pricing Strategies in an Uncertain Economic Environment

COVID-19 is quickly disrupting the economy and companies must navigate through unforeseen challenges and uncertainty. In this session Duff & Phelps will discuss Transfer Pricing policies during times of uncertainty and other strategic Transfer Pricing considerations. Duff & Phelps will also touch on IP Valuation Considerations in Current Climate

(1 CPE CREDIT IN TAXES)

Patrick McColgan and Simon Webber

 

Duff & Phelps

2:00pm-3:00pm

COVID-19 Relief Measures for Taxpayers and Implications for Research Credit Claims and Examinations

This session will review pandemic-related relief and provide a legal update on the section 41 R&D credit. The first half will discuss the array of relief measures granted to taxpayers to address the burdens caused by the Covid-19 pandemic. We will discuss various forms of taxpayer relief, including filing and payment deadline extensions, the current climate of the IRS, and latest updates on the virtual Tax Court. The second half of the program will provide an update on section 41 issues, including recent proposed changes included in pandemic relief bills to modify section 174 and enhance the R&D credit. We will also discuss best practices for documenting research credits and preparing for an R&D audit in the current environment, the new LB&I R&D campaign and centralized risking of research issues, and recent research credit case law developments.

(1 CPE CREDIT IN TAXES OR 1 CLE CREDIT)

 

Sheri Dillon, Jennifer Breen, Alex Sadler, and Doug Norton

 

Morgan Lewis

3:00pm-4:00pm

Panel: Hot Topics in Taxation Based on COVID-19

Recent developments related to the virus have caused monumental changes for tax people. During this panel-led session, tax litigators and planners from Morgan Lewis will discuss unique state tax considerations that you may not have addressed.  Duff & Phelps will cover various valuation topics that impact every M&A deal.  MASSIE will highlight innovative and creative ideas on ways to reduce Big Four fees or improve your in-house process.    

(1 CPE CREDIT IN TAXES)

Jason Massie, 
MASSIE R&D Tax Credits

Cosimo Zavaglia, 
Morgan Lewis

David Ball, 
Duff & Phelps

CPE/CLE INFORMATION
Who Should Attend?      

  • Tax Directors
  • Tax Professionals in Industry 
  • Tax Law Professionals

Program Level: Intermediate Knowledge

Prerequisites: None

Advanced Prep: None

Delivery Method: Webinar

Total Credits: Receive up to 4 CPE credits depending on the length of participation or you may choose to claim 1 CLE Credit instead of 1 CPE Credit for the Morgan Lewis session from 2 PM - 3 PM.

You may join for as many sessions as you would like. There will be a total of 4 sessions with a chance to earn 1 CPE for each session or 1 CLE credit for the Morgan Lewis session from 2 PM - 3 PM. Your unique zoom registration link will be emailed to you as soon as you register for this event. This link is your individual login and will track your time spent in the webinar and your responses to polling questions.

Standards for receiving 1 CPE credit requires that you be present for a minimum of 50 minutes and answer at least 3 pop-up questions during a session.

Standards for receiving 1 CLE credit requires that you be present for a minimum of 60 minutes and respond to the polling survey at the end of the Morgan Lewis session and respond to the evaluation form sent after the session concludes. Please note: CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.

Delivery of credit is dependent upon accreditation of sessions. CPE certificates will be awarded 7 days after completion of the webinar.  CLE credit will be awarded 30-60 days after completion of the webinar.

Phone confirmations cannot be accepted. An e-mail will be sent to you after registration which is your unique link to the presentation.  If you find you cannot attend, please cancel via the web portal.

REFUND POLICY:

Note:  There will be no charge for this Webinar meeting. Due to the fact that this program is being offered free of charge, there will be no refunds issued.

MASSIE R&D Tax Credits, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaints, please contact our offices at 678.807.7228.

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