Corpus Christi · Tax Authority Audit Defense Preparation
Refund Claims and Substantiation Policy
What the IRS expects before it will consider a research credit refund claim, and whether those requirements are set at the right level.
- Programme
- Swanson Reed's innovationCAFE 2027
- Workshop topic
- Tax Authority Audit Defense Preparation
- City
- Corpus Christi, United States
- Date
- Friday, December 17, 2027
- Time
- 9:00 AM – 11:00 AM
- Venue
- DoubleTree by Hilton Corpus Christi Beachfront
- Price
- Free
Tax Authority Audit Defense Preparation
Getting ready for a tax authority review: the questions that get asked, the evidence that carries weight and how to organise it in advance.
Chairs
- DJ
Damian J. Smyth
Principal & Global CEO
Swanson Reed
R&D tax policy, with more than 20 years in R&D tax credits.
Read Damian J. Smyth’s Bio → - AR
Adam Rogers
Principal & Director of Technical Compliance
Swanson Reed
Technical compliance and R&D tax audits across multiple jurisdictions.
Read Adam Rogers’s Bio → - CJ
Cherie Jones
Principal & General Manager of Operations
Swanson Reed
Claim preparation and client delivery, in R&D tax credit work since 2015.
Read Cherie Jones’s Bio →
Take a seat at the Corpus Christi table
Answers at a Glance
- What is the Corpus Christi workshop about?
- What the IRS expects before it will consider a research credit refund claim, and whether those requirements are set at the right level.
- What kind of session is it?
- Tax Authority Audit Defense Preparation. Getting ready for a tax authority review: the questions that get asked, the evidence that carries weight and how to organise it in advance.
- How do I register?
- Use the Email to Register link on this page, or write to hello@innovation.cafe. Attendance is free and places are limited.