Morgan Lewis's 9th Annual R&d Tax Credit Symposium 2023 – Chicago | Morgan Lewis | 16 November 2023 | Morgan Lewis, 110 North Wacker Drive Chicago, IL 60606

This symposium will focus on the latest developments impacting the research and development (R&D) tax credit under Internal Revenue Code Section 41 and the treatment of research or experimental expenditures under Section 174, as amended. We will discuss best practices for identifying and documenting your qualified research expenses (QREs) and research and experimentation (R&E) expenditures and defending R&D positions on audit.
The symposium is designed for corporate tax executives, directors, managers, accountants, and other tax professionals who assist companies that have activities and costs eligible for the research credit and/or subject to the new rules for R&E expenditures.
Who Should Attend: Although the research credit is often thought of in connection with companies in the high-tech, pharmaceutical, and biotechnology industries, it is certainly not limited to those industries.
Companies in a wide array of industries can reap substantial financial benefits from R&D tax incentives when they invest in research to make lighter, stronger, cheaper, or more reliable products; design more economical and versatile internal processes; or develop new customer-interfacing or internal software programs. In addition, with the mandatory capitalization and amortization regime under Section 174, companies in all industries must identify costs constituting R&E expenditures subject to the new accounting rules.
Other industries benefiting from the research credit include:
• Manufacturing
• Automotive
• Aerospace
• Engineering
• Software
• Textiles
• Construction
• Food
We encourage all interested invitees to register early, as space is limited and we anticipate reaching capacity in both locations. (For planning purposes, please note that our Chicago location is larger and able to accommodate many more attendees than our DC location.)

2023 Speakers

Alex E. Sadler
Partner, Morgan Lewis

Douglas Norton
Partner, Morgan Lewis

Jennifer Breen
Partner, Morgan Lewis

Tom Linguanti
Partner, Morgan Lewis