State Research Incentives
Date: December 2021
Please check back or contact Kathleen King for more details!

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Dissecting the Impact of Recent Court Case
Date: October 7, 2021
Presenter(s): Kathleen King, Brett Nowak, Andrew Brewster
Description of Event: This webinar focuses on the latest court cases impacting the research and development tax credit under Internal Revenue Code Section 41. The discussion will cover best practices for documenting and defending research credits based on these recent cases. It is designed for corporate tax directors, tax managers, accountants, and other tax professionals who assist companies that engage in technological research and have credit-qualifying activities and costs.
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Research Credit: Understanding the Evolving Playing Field for Contract Research
Date: Wednesday, March 17, 2021
Presenter(s): Kathleen King, Andrew Martin
Description of Event: This session will review the important legal authority and practical considerations for Section 41 contract research expenditures. Topics will include a review of recent court cases in this area and practical strategies to identify and manage these costs. In addition, the discussion will cover special considerations for contract research activities as taxpayers analyze the forthcoming requirement to capitalize and amortize section 174 costs.   
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Beyond the Basics: Advanced Strategies for Start-Up Companies Claiming R&D Credits 
Date: Wednesday, February 17, 2021
Presenter(s): Tom Nally, Stephanie Doughty
Description of Event: Join us for an insightful look at how early-stage companies are utilizing R&D tax credits.  We will discuss strategies for incorporating R&D (and other benefits) into a comprehensive plan to increase cash flow, stretch investor dollars, and reduce tax liability on future transactions.
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Section 174 Expenditures: Planning for 2022 and Beyond
Date: Wednesday, December 2, 2020
Presenter(s): Kathleen King
Description of Event: This session reviewed the important legal authority and practical considerations for Section 174 expenditures in preparation for the upcoming 2022 changes. Topics included a review of the definition of research & experimental expenditures and practical strategies to identify and manage these costs. 
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Global R&D Tax Incentives: A Comparison of U.S., U.K., and Canadian Tax Credits
Date: Tuesday, September 8, 2020
Presenter(s): Kathleen King, David Byrne, and guest speaker, Mitchell Weiss
Description of Event: This session compared and contrasted the research tax credit regimes in the U.S., U.K., and Canada. The focus on qualifying activities, expenditures, calculation methods and documentation.  
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Process of Experimentation: The Research Credit’s Emerging Hurdle
Date: Wednesday, August 5, 2020
Presenter(s): Kathleen King, David Byrne, Andrew Nguyen
Description of Event: This session explored current developments and best practices related to the R&D Credit’s Process of Experimentation test. Including a review of the available guidance, recent developments, and practical considerations to document the process of experimentation for specific industry segments, including Software/High Tech and Pharmaceutical.
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Rethinking Qualification and Documentation Processes in a New Normal
Date: Thursday, May 14, 2020
Presenter(s): Kathleen King
Description of Event: A&M’s Kathleen King and Morgan, Lewis, & Bockius’ Alex Sadler and Douglas Norton discuss best practices for taxpayers to consider as they are documenting research credits and deductions in light of recent changes. 
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