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11/19/25

TEI Carolinas + MASSIE: Roundtable

Event Details

Starts: Wednesday, November 19th, 12:00 pm ET

Bringing the MASSIE spirit to the Carolinas — where sweet tea flows like water and the Blue Ridge Mountains meet the sea! We’re looking forward to partnering with the TEI Carolinas Chapter on this special R&D tax credit webinar.

Speakers:

Jason Massie, CPA, Esq.

Form 6765 (Controlled Groups, New Memo)

Peter Green

The future of AI & the tax credit & Optimizing the R&D tax credit using today's technology

Stephen Whiteaker, CPA

Behind the Scenes of IRS Audits: What Every Tax Pro Needs to Know About R&D Credits

Catie Ely, CPA

Behind the Scenes of IRS Audits: What Every Tax Pro Needs to Know About R&D Credits

Upcoming & Past Events

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

Experience
The MASSIE Method

Ready to get started?

Scientist in labroatory
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

Let’s Be Friends

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MASSIE R&D Tax Credits