Speakers:
Martin Karamon, J.D., LL.M. | Principal & Leader of Cherry Bekaert’s Tax Credits & Incentive Advisory Group
Cheryl Teifer | Director, Field Operations, Engineering, Eastern Compliance Practice Area, LB&I, IRS
Paul J. Curtis | Director, Small Business (SBSE) Division – Southwest IRS
Alex Sadler | R&D Litigator, Morgan, Lewis & Bockius LLP
The Virtual Conference will kick off with an introduction and overview by the Cherry Bekaert team of the tax credits landscape, topics and session speakers. During this session, you will hear important insights from the IRS on exams and critical focus areas for those claiming federal tax credit benefits. The session will then pivot to hear from an R&D Litigator, who will share his thoughts and recommendations to avoid exposures, potential red flags, and any concerns on recent IRS pronouncements.
Learning Objectives:
- Understand what the IRS focuses on at it relates to being selected for exam and what to expect under exam as it relates to these valuable tax incentives
- Learn how to be prepared for future audits, including documentation, and understanding what qualified activities are and why it is critical to focus on these activities when performing an R&D study
- Gain a deeper understanding from a top R&D Litigator as to what you should be doing now to prepare should you encounter issues and lessons from the field
