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Resources / Speaking & Sponsorship
11/05/25

Bank & Capital Markets Tax Institute 2025 | November 5-7, 2025

Event Details

Starts: Wednesday, November 5th,

We’re excited to visit Mickey, Minnie, and all their other friends. While in Orlando, we will be speaking at the Bank & Capital Markets Tax Institute.

Check out our session at 1:15 – 2:25 PM on Friday, November 7th.

Speakers:

Jason Massie, CPA, Esq.

R&D Tax Credit Update

Peter Green

R&D Tax Credit Update

Upcoming & Past Events

The R&D Tax Credit Best Practice Roundtable
Best Practice Roundtable
Thursday,
December 11, 2025
3:00 pm EST

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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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MASSIE R&D Tax Credits