Event Description
Dear TEI Members and Colleagues,
The TEI Baltimore-Washington Chapter is pleased to invite you to an afternoon program co-hosted with Morgan Lewis LLP and MASSIE R&D Tax Credits:
Thursday, June 4, 2026
1:00 PM – 5:00 PM | Happy Hour to Follow
Morgan Lewis LLP – Washington, DC Office
1111 Pennsylvania Avenue, NW
Washington, DC 20004
─────────────────────────────
AGENDA
─────────────────────────────
1:00 PM – Welcome & Introductions
1:10 - 2:00 PM – The Ins and Outs of the R&D Tax Credit
Presented by Jason Massie | MASSIE R&D Tax Credits
A comprehensive overview of IRC §41, covering qualification criteria, calculation methodologies, documentation best practices, and audit defense strategies. Whether you are new to the credit or looking to sharpen your approach, this session will provide a strong foundation and practical takeaways.
2:10 – 3:00 PM – Cases and Controversy: Tax Audits & Litigation Update
Presented by Alex Sadler and Douglas Norton | Morgan Lewis LLP
The tax controversy landscape continues to evolve, with the IRS increasing audit activity across a range of income tax issues. Drawing on their extensive experience representing taxpayers before the IRS, U.S. Tax Court, and federal courts, Alex and Doug will walk through recent and significant cases shaping audit risk and litigation strategy.
3:10 - 4:00 – Optimizing Your R&D Tax Credit Using Technology You Already Own
Presented by Peter Green | MASSIE R&D Tax Credits
Many companies are leaving R&D credit dollars on the table without realizing it. This session explores how to leverage existing systems, project management tools, and internal data to maximize your credit claim without significant additional investment.
4:10 - 5:00 – Taxation of Compensation and Benefits
Presented by Mary ("Handy") B. Hevener | Morgan Lewis LLP
A timely review of key issues in executive compensation and employee benefits taxation, including recent developments, planning opportunities, and areas of IRS focus.
5:00 PM – Happy Hour
Join us immediately following the program for drinks and conversation with fellow tax professionals.
─────────────────────────────
SPEAKERS
─────────────────────────────
Jason Massie | Founder & President, MASSIE R&D Tax Credits Jason founded MASSIE R&D Tax Credits in 2004 after leading Big 4 and law firm R&D practices, and is widely recognized as an industry expert through frequent speaking and writing engagements. He holds a B.S. in Accounting from Christian Brothers University and a J.D. from the University of Memphis, and is a licensed CPA and attorney.
Peter Green | CEO, MASSIE R&D Tax Credits Peter brings over two decades of tax credit industry experience, including leading WALLACE to acquisition by ADP in 2011 before joining MASSIE to drive the company's growth and client experience strategy. A recognized policy expert, he has contributed to specialty taxation committees of the Georgia Chamber of Commerce and the Georgia Economic Development Association, and is a frequent speaker at national industry events.
Mary B. "Handy" Hevener | Partner, Morgan Lewis LLP Handy is a nationally recognized partner focused on payroll tax minimization and benefits-related tax deductions for U.S. and multinational enterprises, covering executive compensation, stock-based awards, golden parachutes, and fringe benefits. A former attorney-adviser at the U.S. Treasury Department, she has been consistently ranked by Chambers USA and Best Lawyers in America and is a frequent speaker before the Tax Executives Institute.
Douglas Norton | Partner, Morgan Lewis LLP Doug is a tax controversy partner with particular expertise in disputes involving the research credit under §41 and research expenses under §174, representing clients before the IRS, U.S. Tax Court, and federal courts at all levels. He is co-author of the Legal Guide to the Research Credit and co-host of the annual R&D Tax Credit Symposium, now in its tenth year.
Alex E. Sadler | Partner, Morgan Lewis LLP A former DOJ Tax Division trial attorney with over 25 years of experience, Alex is widely regarded as one of the foremost authorities on the §41 R&D tax credit, having co-authored the Legal Guide to the Research Credit and chaired Morgan Lewis's annual R&D Tax Credit Symposium. Consistently ranked by Chambers USA and The Legal 500 US, he has litigated and resolved high-profile research credit disputes before the IRS, U.S. Tax Court, and federal courts at all levels.
─────────────────────────────
CPE INFORMATION
─────────────────────────────
This program qualifies for up to 4.0 CPE credits in the field of Taxes. TEI Baltimore-Washington Chapter 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.
Delivery Method: Group Live
Prerequisites: None
Advance Preparation: None required
─────────────────────────────
This event is complimentary for TEI members and their guests. Space is limited — please RSVP by May 30, 2026 to via Link.
Parking & Transit: The Morgan Lewis DC office is conveniently located near Metro Center (Red/Blue/Orange/Silver lines) and Federal Triangle (Blue/Orange/Silver lines). Limited paid parking is available in the surrounding area.
We look forward to seeing you on June 4th.
Warm regards,
TEI Baltimore-Washington DC Chapter