Refine Results
event

TEI Annual Conference - Scottsdale, AZ

10/23/2022 - 10/26/2022

  MASSIE will be joining the Annual TEI Annual conference as a platinum sponsor. &n...

Read More
roundtable

The R&D Tax Credit Best Practice Roundtable

09/22/2022

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

Read More
event

TEI Audits & Appeals Seminar

09/20/2022 - 09/21/2022

  Tuesday, September 20, 4 PM - 5 PM  Technology Tools you can use to improve your R&a...

Read More
event

2022 TEI Region VIII - Hilton Head, SC

06/08/2022 - 06/12/2022

MASSIE is happy to be a sponsor and a speaker at the TEI Region 8 conference in Hilton Head, SC....

Read More
event

2022 TEI Region X - La Jolla, CA

05/16/2022 - 05/18/2022

MASSIE is excited to join the TEI REGION 10 Annual Tax Conference in La Jolla, California as a ...

Read More
event

2022 TEI Midyear Conference - DC

03/21/2022 - 03/23/2022

MASSIE will be joining the Annual TEI Midyear conference as a platinum sponsor.   Jas...

Read More
resource

COVID-19 Effects on Federal Tax Planning

05/26/2020

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

Read More
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...

Read More
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...

Read More
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 ...

Read More
blog

ALERT - IRS CONTROVERSY

05/18/2017

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

Read More
video

The MASSIE Approach

05/18/2017

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

Read More
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....

Read More
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? &...

Read More
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...

Read More
resource

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

09/27/2017

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

Read More
blog

New Large Business & International Safe Harbor

10/02/2017

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

Read More
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...

Read More
pdf

MASSIE Alert - September 2017

02/16/2018

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

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
resource

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

06/12/2019

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

Read More
blog

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

06/12/2019

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

Read More
video

The MASSIE Method

12/08/2020

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

Read More
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...

Read More
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!...

Read More
pdf

2021: 4TH QUARTER R&D TAX CREDIT BEST PRACTICE WHITE PAPER

12/21/2021

Please download the white paper using the link above....

Read More
video

2022 Happy New Year!

01/03/2022

MASSIE wishes you a Happy New Year! Click on the photo below to see our Happy New Year message ...

Read More
video

R&D Tax Credit Best Practice Roundtable Promotion Video

01/24/2022

Sign up now for our next roundtable: Register now   ...

Read More
pdf

Chief Counsel Memorandum (“CCM”) 20214101F: A New Landscape for Research Credit Refund Claims

01/27/2022

Chief Counsel Memorandum (“CCM”) 20214101F: A New Landscape for Research Credit Refund C...

Read More
pdf

Quickfire R&D: Helpful tips to prepare for IRS audit

01/27/2022

Quickfire R&D: Helpful tips to prepare for IRS audit  Paige Riordon, MASSIE R&D Tax C...

Read More
pdf

Texas Adopts Retroactive Amendments that Significantly Limit Research Credit Claims

01/27/2022

Texas Adopts Retroactive Amendments that Significantly Limit Research Credit Claims  Cate Ste...

Read More
pdf

2022: 1ST QUARTER R&D TAX CREDIT BEST PRACTICE WHITE PAPER

03/15/2022

Register now for our Q2 Roundtable on June 22nd at 3 PM....

Read More
blog

Process of Experimentation and Ship Builders

05/05/2022

Trinity Industries, Inc. v. United States[1]  Little Sandy Coal Company v. Commissioner of In...

Read More
pdf

Tips From The Art of War to Help in Your Research Credit Battle

05/31/2022

Some may consider the IRS a nemesis, but your battle may be gathering the necessary data and documen...

Read More
blog

FAQ of the Week – The IRS Wants to Interview My SMEs

07/18/2022

Q: I am in charge of the R&D tax credit at my company, and the IRS is examining our claim. ...

Read More
pdf

Q2 R&D Best Practice Roundtable Whitepaper

07/26/2022

Please click on the PDF above to view the document....

Read More
blog

FAQ OF THE WEEK: What documents should we be retaining to claim the R&D Credit?

08/01/2022

Q: What documents should we be retaining to claim the R&D Credit?  Brandon Kroll answers:...

Read More
blog

FAQ of the Week: How do we leverage Microsoft Teams to streamline an R&D study?

08/15/2022

Q: How do we leverage Microsoft Teams to streamline an R&D study?  John Hoang’s ans...

Read More

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
  • “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
  • “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
  • “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