R&D Tax Credit Engagements | Bank & Capital Markets Tax

Event Details

Starts: Wednesday, November 5th,

MASSIE will be in Orlando delivering R&D tax credit speaking engagements for enterprise tax teams.

While in Orlando, our team will participate in the Bank & Capital Markets Tax Institute, connecting with in-house tax professionals focused on complex compliance environments. MASSIE’s speaking engagements emphasize clarity, accuracy, and practical application of the R&D tax credit.

Our approach centers on helping tax teams understand IRS expectations and documentation standards. We focus on how tax departments can better prepare for review while maintaining control of their internal processes. As a result, organizations gain more confidence in how they manage the R&D credit.

In addition, MASSIE’s speaking engagements support ongoing education for enterprise tax teams. These sessions create space for informed discussion around risk, preparation, and long-term compliance. We prioritize education over promotion and focus on real-world considerations tax teams face today.

MASSIE brings experience working with large, complex organizations across industries. Therefore, our perspective reflects the challenges of scale, structure, and evolving regulatory pressure. We aim to support thoughtful, defensible approaches to the R&D tax credit.

Our session at the Bank & Capital Markets Tax Institute takes place Friday, November 7, from 1:15 to 2:25 PM. We look forward to connecting with tax professionals in Orlando and contributing to meaningful, peer-driven conversation.