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roundtable

The R&D Tax Credit Best Practice Roundtable

12/08/2021 - 12/08/2021

Join an elite group of tax professionals to discuss Best Practices of R&D Tax Credit planning st...

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resource

COVID-19 Effects on Federal Tax Planning

05/26/2020

11:45 AM - Webinar Log-in Opens  12:00 PM - Presentation Begins  AGENDA  ...

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roundtable

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

06/17/2020 - 06/17/2020

Join an elite group of tax professionals to discuss Federal Tax planning strategies in this complime...

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roundtable

TEI Baltimore - Washington Chapter Roundtable Webinar

05/21/2020 - 05/21/2020

  As many companies continue adapting to the effects of the novel coronavirus (COVID-19), MAS...

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roundtable

TEI - Atlanta Chapter Bring Your Lunch-N-Learn Webinar

04/21/2020 - 04/21/2020

As many companies continue adapting to the effects of the novel coronavirus (COVID-19), MASSIE ...

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roundtable

TEI/Stamford Tax Association (CANCELED)

03/26/2020 - 03/26/2020

After much consideration and discussion, MASSIE R&D Tax Credits and the TEI/Stamford Tax Associa...

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roundtable

COVID-19 R&D Tax Credit Roundtable

03/25/2020 - 03/25/2020

Many of Americas top companies successfully manage the R&D Tax Credit virtually without face to ...

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roundtable

2019 TEI 56th Annual NY Chapter Tax Symposium

12/12/2019 - 12/12/2019

MASSIE is excited to be a sponsor for this great event: Thursday, December 12, 2019  for T...

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roundtable

2019 MASSIE and Morgan Lewis are presenting an R&D Webinar for TEI New England

12/03/2019 - 12/03/2019

With the Federal Research Credit being permanent, it is more important than ever to make sure that y...

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roundtable

Massie - Speaking @ Morgan Lewis's Fifth Annual R&D Tax Credit Symposium in Silicon Valley

11/21/2019 - 11/21/2019

MASSIE is excited to be speaking at this year's Tax Credit Symposiums in Washington, D.C. and Silico...

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roundtable

2019 Credits & Incentives Symposium

11/12/2019 - 11/15/2019

MASSIE is excited to be a speaker and a sponsor at IPT's 2019 Credits and Incentives Symposium. This...

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roundtable

Massie - Speaking @ Morgan Lewis

11/07/2019 - 11/07/2019

MASSIE is excited to be speaking at this year's Tax Credit Symposiums in Washington, D.C. and Silico...

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roundtable

Roundtable On the Road

11/01/2019 - 11/01/2019

UPCOMING Roundtable On The Road Events:TEI/Stamford Tax Association's R&D Tax Credit Lunch-a...

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event

TEI (Tax Executives Institute) Region VIII in Hilton Head, SC

06/26/2019 - 06/30/2019

MASSIE is thrilled to be a sponsor and a speaker at this great event.  Best Practices for a suc...

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event

TEI (Tax Executives Institute) Region II Tax Forum in Atlantic City, NJ

05/20/2019 - 05/21/2019

MASSIE is excited to be part of TEI's Region II Tax Forum again this year.  The 14th Annual eve...

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event

TEI (Tax Executives Institute) Region IX & X in Newport Beach

05/06/2019 - 05/08/2019

Once again, MASSIE is honored to be a sponsor and a speaker at this event.  Best Practices and ...

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roundtable

March 6, 2019 Best Practices of the R&D Tax Credit Roundtable

03/06/2019 - 03/06/2019

  AGENDA:Introduction & Announcements - Jason Massie and Peter Green, MASSIE R&D ...

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event

TEI (Tax Executives Institute) NY Chapter R&D Tax Credit: Opportunities and Strategies

02/26/2019 - 02/26/2019

Tax Executives Institute    NEW YORK CHAPTER    FEDERAL CHAPTER MEETING...

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event

2018 Bloomberg Next R&D Tax Credit Symposium

09/12/2018 - 09/12/2018

Best Practices for a successful R&D Tax Credit  Presented by Jason Massie and Peter Green...

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event

TEI (Tax Executives Institute) Region IX & X in Scottsdale, AZ

06/10/2018 - 06/13/2018

MASSIE is honored to be a sponsor and a speaker at this event.  Best Practices and Trends of th...

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event

TEI (Tax Executives Institute) Region VIII in Hilton Head, SC

06/06/2018 - 06/10/2018

MASSIE is once again honored to be a sponsor and a speaker at this great event.  Best Practices...

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event

TEI (Tax Executives Institute) Region II Tax Forum in Atlantic City, NJ

06/04/2018 - 06/05/2018

MASSIE is excited to be part of TEI's Region II Tax Forum.  The 13th Annual event will be held ...

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event

TEI (Tax Executives Institute) Minnesota Chapter - 35th Annual President

04/24/2018 - 04/25/2018

The Minnesota Chapter of the Tax Executive Institute (Chapter) will be hosting its 35th Annual ...

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event

IPT (Institute for Professionals in Taxation) Chicago, IL

10/22/2017 - 10/25/2017

MASSIE is a sponsor  Learn more about the 2017 Credits & Incenstives Symposium&nbs...

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event

BNA Bloomberg in Washington, DC

09/18/2017 - 09/18/2017

Best Practices for a successful R&D Tax Credit  Presented by Jason Massie and Peter Green...

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event

IPT (Institute for Professionals in Taxation)

07/09/2017 - 07/12/2017

Join us in Charlotte, North Carolina, for IPT’s 41st Annual Conference, July 9 – 12, 201...

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event

TEI (Tax Executives Institute) Region III

06/22/2017 - 06/22/2017

"The Art of War The IRS, the R&D tax credit, and how to win the battle"  Presented b...

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event

TEI (Tax Executives Institute) Region VIII

06/07/2017 - 06/11/2017

Best Practices for a successful R&D Tax Credit  Presented by Jason Massie and Peter Green...

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roundtable

March 8, 2017 Best Practices of the R&D Tax Credit Roundtable

03/08/2017 - 03/08/2017

Industry Report by Jason Massie, CPA, Esq. Massie R&D Tax Credits, Alpharetta, GA   Wa...

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roundtable

November 2, 2016 Best Practices of the R&D Tax Credit Roundtable

11/02/2016 - 11/02/2016

Industry Report by Jason Massie, CPA, Esq. Massie R&D Tax Credits, Alpharetta, GA   Wa...

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roundtable

July 19, 2016 Best Practices of the R&D Tax Credit Roundtable

07/19/2016 - 07/19/2016

Industry Report by Jason Massie, CPA, Esq. Massie R&D Tax Credits, Alpharetta, GA   Wa...

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blog

OVERVIEW OF REAL-TIME DATA COLLECTION

05/11/2017

The benefits of changing the existing method in 2017  2016 METHOD  ABC Co Tax Depar...

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blog

R&D TAX CREDIT ROUNDTABLE - QUESTIONS FOR SPOTLIGHT MEMBER

05/11/2017

In the next MASSIE Roundtable Spotlight Member. What do I do now?  Thank you, and R-E-L-A-X...

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video

Subject Matter Experts Overview

05/12/2017

Subject Matter Experts, or SMEs, are the MVPs of any R&D Tax Credit process. We want to provide ...

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blog

ALERT - IRS CONTROVERSY

05/18/2017

SMEs sworn under oath in examination interviews  SMEs need to be prepared.  We have re...

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video

The MASSIE Approach

05/18/2017

Innovation and invention is the key to a business' success. At MASSIE, we believe that being in...

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video

Completing The Four Part Test Required For R&D Activities

05/18/2017

Most companies have a number of different departments working simultaneously on product development....

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video

What Research counts toward R&D Tax Credits

05/18/2017

Three common questions that always get asked.   1). What is the R&D Tax Credit? &...

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pdf

R&D TAX CREDIT ROUNDTABLE QUESTIONS FOR SPOTLIGHT MEMBER

05/18/2017

...

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pdf

ALERT - IRS CONTROVERSY

05/18/2017

...

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pdf

OVERVIEW OF REAL-TIME DATA COLLECTION

06/01/2017

...

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pdf

2017: 3rd Quarter R&D Tax Credit Roundtable Recap

07/27/2017

...

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blog

2017: 3rd Quarter R&D Tax Credit Roundtable Recap

09/11/2017

Click here to download: 2017Q3_RoundtableRecap727We were delighted to have such a great turno...

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pdf

NEW Large Business & International (LB&I) Safe Harbor

09/27/2017

...

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resource

New Large Business & International (LB&I) Safe Harbor

09/27/2017

New Large Business & International Safe Harbor.  (Click here to read MASSIE Alert...

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blog

New Large Business & International Safe Harbor

10/02/2017

New Large Business & International Safe Harbor.  (Click here to read MASSIE ...

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blog

2017: 4th Quarter R&D Tax Credit Roundtable Recap

12/06/2017

Click here to download: 2017Q4_RoundtableRecap1116We finished 2017 with a strong turnout at o...

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pdf

MASSIE Alert - September 2017

02/16/2018

New Large Business & International Safe Harbor.    "IRS admits determining the ...

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pdf

2017: 4th Quarter R&D Tax Credit Roundtable Recap

02/19/2018

...

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pdf

2018: 2nd Quarter R&D Tax Credit Roundtable Recap

08/10/2018

Click here to download: 2018-Q2RoundtableRecap81018The next R&D Tax Credit Roundtable...

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blog

2018: 2nd Quarter R&D Tax Credit Roundtable Recap

08/10/2018

  We were delighted to have such a great turnout at our recent roundtable.  Our speakers...

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pdf

2018: 3rd Quarter R&D Tax Credit Roundtable Recap

09/27/2018

Click the link to download: Q3 - 2018 Roundtable RecapThe next R&D Tax Credit Roundtable w...

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pdf

2018: 4th Quarter R&D Tax Credit Roundtable Recap

12/19/2018

Click the link to download: 2018-Q4 Roundtable Recap The next R&D Tax Credit Ro...

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blog

2018: 4th Quarter R&D Tax Credit Roundtable Recap

12/19/2018

  During this discussion, we focused on R&D Tax Credit Analytics: How to boost audit supp...

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resource

2019: 1ST QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

06/12/2019

  AGENDA:Introduction & Announcements - Jason Massie and Peter Green, MASSIE R&a...

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blog

2019: 1ST QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

06/12/2019

  AGENDA:Introduction & Announcements - Jason Massie and Peter Green, MASSIE R&a...

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pdf

MAR. 2020: MASSIE ALERT - Research credit Added to list of IRS campaigns

03/05/2020

...

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pdf

JAN. 2020: 1ST QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

03/19/2020

...

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pdf

Mar. 2020: COVID-19 R&D Tax Credit Roundtable Recap

04/09/2020

...

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pdf

TEI - Atlanta Chapter Roundtable White Paper

04/28/2020

...

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pdf

TEI BALTIMORE - WASHINGTON Roundtable White Paper

05/27/2020

...

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pdf

2020: Q2 - May Roundtable Recap White Paper

06/05/2020

...

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pdf

2020: Federal Tax Planning Roundtable Recap White Paper

06/30/2020

...

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pdf

AUG. 2020: 3RD QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

09/09/2020

...

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pdf

MASSIE R&D Tax Credit Staffing Services

09/16/2020

...

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video

The MASSIE Method

12/08/2020

The MASSIE Method is a more innovative approach to the R&D Tax Credit.  This approac...

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video

2020 MASSIE Christmas Thank You

12/10/2020

Wishing you a Happy Holiday and a joyful New Year. Best wishes from your friends at MASSIE R&D T...

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pdf

2020: 4th Quarter R&D Tax Credit Roundtable Recap

12/16/2020

...

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pdf

2021: 1st Quarter R&D Tax Credit Roundtable Recap

03/30/2021

...

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roundtable

Employee Retention Credit (ERC)

12/31/1969

Latest Covid Relief for Construction Companies   Now, it is easier to qualify, more empl...

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roundtable

Employee Retention Credit (ERC)

12/31/1969

Become an ERC partner with MASSIE     We partner with CPA firms that are looki...

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pdf

2021: 2ND QUARTER R&D TAX CREDIT ROUNDTABLE RECAP

07/13/2021

...

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pdf

White Paper: Guide To Obtaining the ERC

08/10/2021

...

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pdf

2021: 3RD QUARTER R&D TAX CREDIT BEST PRACTICE WHITE PAPER

10/12/2021

Please click the link above to download your copy today!...

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What Our Clients Are Saying

  • “Getting the R&D tax credits in the early stages of our small company’s growth has been a significant benefit in continuing the work.  No research, no competitive edge.  No money, no research. Thanks, MASSIE!”

    Frank KoperdaCEONextGen Technologies

  • “MASSIE was able to come in, interview people in various departments, obtain the cost information, create the necessary documents and put together a presentation binder to support the deduction that was easy to follow and understand.  When we got audited I was able to just hand the documents over to the IRS with very little commentary.  The entire credit amount was accepted.”

    Robert HowrenDirector of TaxBlueLinx Corporation

  • “MASSIE's experts worked hand-in-hand with our tax department and SMEs to seamlessly deliver a claim larger and sooner than I expected. The MASSIE Method of putting our people first worked great for our Georgia Retraining Tax Credit and R&D Credit. Their focused expertise and documentation tools helped us know we were buttoned up. I would highly recommend MASSIE to anyone looking for a provider who under promises and over delivers.”

    Rick LynchCFOMailChimp

  • “I have found MASSIE to be very knowledgeable with regard to the credits and helpful in assisting us to maximize benefits.  This, of course, has been welcomed by our corporate staff.  However, the attribute that sets MASSIE apart is that they work exceptionally well with our operations personnel and minimize demand on their time in quantifying and appropriately supporting our credits.”

    Jon Dickinson, P.E.,Chief Financial OfficerGeosyntec Consultants

  • “We had some very difficult issues to present to IRS agents as well as the IRS National Office.  MASSIE was able to present our position in a professional manner and, with terrific knowledge of the subject matter, was able to get us excellent results.”

    Rick WiseFormer Executive Director of TaxGaylord Entertainment

  • “Before MASSIE we had a very cumbersome and expensive R&D tax credit process. Since MASSIE took over the project our credit has increased, the cost has decreased and the feedback we have received is that the SMEs enjoy the MASSIE interaction far better. I would highly recommend that you consider MASSIE for your R&D Tax Credit project.”

    Clayton Brant SharpVice President of TaxesARRIS International plc