This session will explore current developments and best practices related to IRS Audits of the research tax credit under Internal Revenue Code Section 41. Topics include a discussion of recent case law, the new IRS campaign and centralized risk assessment efforts, Covid 19-related risks and opportunities, best practices for documentation in response to recent developments, and steps to prepare for litigation on research credit matters. It is designed for corporate tax directors, tax managers, accountants, and other tax professionals who assist companies that engage in technology and have credit-qualifying activities and costs.

Learning Objective

  • Understand recent court cases and IRS programs that may impact your research credit.
  • Recognize likely areas of risk in the event of an IRS exam and know the key principles and authorities bearing on such areas.
  • Appreciate changes to past practices that the current climate may warrant.
  • Learn practical strategies to document areas of risk.
  • Identify key considerations in order to prepare for litigation of research credit issues.

Speakers

  • Doug Rodolph, Director, Walmart Stores. Inc. 
  • Kathleen King, Managing Director, Alvarez & Marsal 
  • Alex Sadler, Partner, Morgan, Lewis & Bockius LLP

Time

United States
1:00 p.m. – 2:00 p.m. EDT
12:00 p.m. – 1:00 p.m. CDT
11:00 a.m. – 12:00 p.m. MDT
10:00 a.m. – 11:00 a.m. PDT

Europe
6:00 p.m. – 7:00 p.m. BST
7:00 p.m. – 8:00 p.m. CEST

For additional information on the webinar, please contact Shilpa Patel at [email protected] or +1 312 701 8487.

CPE Information
Delivery Method:
 Group Internet Based
Program Level: Overview
Prerequisites: None
Field of Study: Taxes
CPE Credits Available: 1 CPE credit based on a 50-minute hour.

Fees: There is no fee for this webinar. To be awarded CPE credit for this session, you must respond to three out of four polling questions asked during the program.

Cancellation – To cancel your registration, Shilpa Patel at [email protected].

Tax Executives Institute, Inc. TEI Education Fund is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

For questions on CPE certificates, please email [email protected]. Please allow two weeks from the completion of the webinar for certificate delivery before contacting us.