Roundtable On the Road

Several times a year, MASSIE takes the R&D Best Practice Roundtable “On The Road”. We provide from 1- hour to half a day training on the Best Practices of the R&D Tax Credit. Typically we Host or Co-Host a half-day Federal Tax Session which can be stand-alone or part of a tax organizations' learning requirements.

UPCOMING Events:

  • R&D Tax Credit Symposium  Washington DC  November 7, 2019
  • IPT Credits & Incentives Symposium   Seattle  November 12-15, 2019
  • R&D Tax Credit Symposium  Silicon Valley  November 21, 2019
  • TEI Boston  Boston  December 3, 2019
  • TEI NYC  NYC  December 12, 2019

Event Details

MASSIE’s lively and fun approach to presenting the Best Practices of the R&D Tax Credit  has been enjoyed by audiences across the USA for many years. Due to our continuous research into how the top companies handle their R&D tax credits, from employee engagement to handling IRS audits; MASSIE will provide a presentation to your organization that is loaded with information and will appeal to everyone in the room.

We tailor our presentations to your needs; from 1-hour lunch speakers, moderating a panel or providing a complete half-day federal agenda,  partnering with top Law Firms to provide a variety of speakers and topics. 

MASSIE will bring the value of the Best Practices from our R&D Roundtable to your tax organization.

SAMPLE OF A RECENT HALF DAY AGENDA:


Time

Schedule

8:30am-9:00am

BREAKFAST & REGISTRATION

9:00am-9:40am

R&D Tax Credit Best Practices:Tips and Tricks on How the Best Companies Run Their CreditProcessMASSIE: Jason Massie & Peter Green

9:40am-10:30am

R&D update: IRS Developments and Recent CasesR&D Credit Opportunities: Software Development and Prototypes

Common Audit Sticking Points & Strategies to Overcome Them

Morgan Lewis: Alex E. Sadler

10:30am-10:40am

BREAK

10:40am-11:20am

R&D Tax Credits and The Art of War: How to Win the Battle with the IRS

MASSIE: Jason Massie & Peter Green

11:20am-11:50am

State Level R&D Incentives in the Tri-State Area

Morgan Lewis: Cosimo A. Zavaglia

11:50am-12:30pm

LUNCH Speaker: Tax Reform Takeaways and Legislative Outlook

Morgan Lewis: Alexander L. Reid



Please contact us if you would like MASSIE to be a guest speaker at your next event.

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