Mayer Brown + MASSIE: R&D Tax Credits Roundtable – November 4, 2026

Event Details

Jason Massie, Paul DiSangro, Maria Critelli, and Brian Kittle will be speaking on November 4, 2026 in the Mayer Brown – Palo Alto office.

The R&D tax credit is changing quickly; Form 6765 is being redesigned, the IRS is looking more closely at ASC 730 positions, and new case law is changing how credits are claimed and defended. Companies have more at stake than ever.

Please join Mayer Brown and MASSIE R&D Tax Credits for a hybrid roundtable with tax leaders. We look forward to a conversation where you can compare notes with peers, hear from advisors who handle R&D credit claims and controversies every day, and receive answers to your questions.

At this roundtable, we will discuss:

• 4 Most Common Challenges of the R&D Tax Credit: How to overcome them.
• Revised Form 6765: What the reporting requirements mean for your business-component data and documentation.
• ASC 730 Directive Under Challenge: What it means for companies that rely on the directive.
• Business Components and Statistical Sampling: How to identify business components and when sampling helps or hurts your position.
• Pilot Model Developments: Defending pilot model expenses from IRS disallowance.
• Substantiation Best Practices: Building documentation that holds up on audit.
• Audit Issues and Dispute Resolution Tools: Handling exams, Fast Track, appeals, and other ways to resolve disputes.
• Recent Case Law: How new decisions may affect your current and future claims.
• Looking Ahead: AI development costs, data center investments, and the IRS’s own use of AI for drafting IDRs and NOPAs.

Where

Mayer Brown, Two Palo Alto Square, 3000 El Camino Real, Palo Alto

When

November 4, 2026

7:30 – 8 am Breakfast and Networking

8 am – 10 am – Roundtable Discussion

Who

In-house tax directors, managers, and other tax professionals at companies who prepare, manage, or defend R&D tax credit claims.

Registration

Kindly RSVP by October 28, 2026

Approval for CLE credit is pending.

Speakers:

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Jason Massie, CPA, Esq.

4 Most Common Challenges of the R&D Tax Credit: How to overcome them, Revised Form 6765: What the reporting requirements mean for your business-component data and documentation, ASC 730 Directive Under Challenge: What it means for companies that rely on the directive.