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2019 R&D Credit Program

TEI New England

Tuesday, December 3, 2019 from 8:30 AM to 12:30 PM (EST)

2019 R&D Credit Program

Registration Information

Type End Quantity
Regular Admission Dec 3, 2019 Free  

Event Details

With the Federal Research Credit being permanent, it is more important than ever to make sure that you have a process and the appropriate documentation to support your credit.  This program is co-sponsored by Massie R&D Credits & Morgan, Lewis & Bockius LLP and is free of charge.


Date: Tuesday, December 3rd, 2019

Time: 8:30am-12:30pm

Location: Morgan Lewis – Boston (1 Federal St)


 The agenda is as follows: 





R&D Tax Credit Best Practices: Tips and Tricks on How the Best Companies Run Their Credit Process

: Jason Massie & Peter Green




R&D update: IRS Developments and Recent Cases

R&D Credit Opportunities: Software Development and Prototypes 

Common Audit Sticking Points & Strategies to Overcome Them

Morgan Lewis:  Alex Sadler









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

: Jason Massie & Peter Green





Intangible Property Issues Post-Tax Reform

Morgan Lewis: 
Greg Hartker & Mike Liu





LUNCH Speaker: Select M&A Issues Relevant to Hi-Tech companies

Morgan Lewis
: Dan Nelson & Jason Traue



Best Regards,

Yeonok Seo

TEI New England Secretary  2019/2020



 SAVE THE DATES - 2019/2020 TEI New England Meetings at the Sheraton Needham

12/06/19 - 4 hours CPE - Ethics

02/07/20 - 4 hours CPE - State & Local

03/06/20 - 4 hours CPE - International

04/03/20 - 4 hours CPE - Corporate Tax Mgmt/IRS Administration

05/08/20 - 7 hours CPE - All Day Meeting


10/30/19 - Massachusetts Tax Foundation - 8AM - 12PM - Summer St, Boston, MA

12/03/19 - 4 hours CPE - Research Credits (Massie R&D/Morgan Lewis) - Federal St, Boston, MA



2019-2020 Officers

President              - Brian Snay

Vice President      - Diane Constantine

Secretary              - Yeonok Seo

Treasurer              - Erica Murray

Asst Sec/Treas     - Brendan Roche

2019 - 2020 Board of Directors

 - Joseph DeAngelo, Anthony Paolillo, Forrest Tiedeman, Alan Wolpert, Katie Crear

Chapter Representative   - Maryanne Knott

Region III Vice President - Joseph Sce

Have questions about 2019 R&D Credit Program? Contact TEI New England

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When & Where

Morgan Lewis
1 Federal Street
Boston, MA 02110

Tuesday, December 3, 2019 from 8:30 AM to 12:30 PM (EST)

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