*This webinar offers 0.2 AEE credits for live attendance.
Many organizations don’t realize that “research and development” under the federal tax code can extend well beyond traditional laboratory work. The IRC §41 Research & Development (R&D) Tax Credit is a long-standing federal incentive designed to encourage innovation, technical problem-solving, and process improvement—activities commonly performed by engineering, energy, and industrial organizations. This educational webinar will provide a practical overview of how the R&D Tax Credit works, with a focus on common qualifying activities across the energy sector. Attendees will learn the core eligibility framework, including the “Four-Part Test,” and how engineering-driven work may qualify when it involves resolving technical uncertainty through a systematic process of evaluation.
About the Presenters:
Tim Parrish is the CEO of Sagemont and a licensed attorney. Prior to joining Sagemont, Tim co-led the tax credits practice at Ernst & Young LLP, where he advised companies of all sizes on complex tax savings opportunities and served as a member of EY’s National Tax practice. His work has helped return billions of dollars back into the hands of both small businesses and large enterprises. In addition to client advisory work, Tim is deeply engaged in tax policy and industry leadership. He currently serves as President of the HIRE Coalition and was the Chair of the Institute for Professionals in Taxation’s 2025 Credits & Incentives Symposium.
Matt Davenport is the Director of R&D Tax Credit Services at Sagemont. As the leader of Sagemont’s R&D Tax Credit practice, Matt specializes in helping businesses identify, quantify, and substantiate complex tax credit and incentive opportunities that drive innovation and enhance financial performance. He previously served as Director of Tax Credits & Incentives at Omega Accounting Solutions where he led the R&D Tax Credit and Tax Controversy Services divisions. In his role at Sagemont, Matt applies deep technical expertise in federal and state tax regulations to guide clients through the intricacies of the R&D Tax Credit, delivering strategic insights, documentation support, and audit defense.
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