Answer Capsule: Wisconsin R&D Tax Credit Free CPE/CE Webinar

What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs, CFPs, and Enrolled Agents to understand and claim the Research and Development (R&D) tax credit in Wisconsin while earning free CPE/CE credits. Hosted by R&D tax credit specialists, this session aims to help financial professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize tax benefits for their Wisconsin-based clients.

Webinar Detail	Information
Target Audience	CPAs, CFPs, and Enrolled Agents in Wisconsin
Date & Time	Monday, 15 November 2027 \| 1:00 PM – 2:00 PM CT (Central Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

Step-by-Step State Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Wisconsin business implications and tax logic.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to secure maximum benefits.
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while securing CPE/CE credits.

UPCOMING LIVE WEBINAR

WISCONSIN AND THE R&D TAX CREDIT FOR CFPs

Date & Time: As Detailed Above | Duration: 60 Minutes

This webinar is suited for audiences in the following cities: Milwaukee, Madison, Green Bay, Kenosha, Racine, Appleton, Waukesha, Eau Claire, Oshkosh and Janesville.

WEBINAR DETAILS

Title: Wisconsin and the R&D Tax Credit for CFPs

Date: As Detailed Above

Time: As Detailed Above

Cost: FREE

Learning objectives include:

An overview of R&D Tax Credits
Identify Qualifying Research Activities
Define the 4-Part Test
How to substantiate activities through documentation
Identify Qualifying Research Expenses

CFP credits: Worth one hour

Knowledge Level: Basic*

Field of Study: Taxation

Join the Webinar Here

Ask a Question Here

Click Here to Access the Participation Form

Click Here to Contact Technical Team

Swanson Reed is one of the only companies in the United States to exclusively focus on R&D tax credit preparation. If you have any questions or need further assistance, please call or email our local Wisconsin Partner on (608) 268-8705. Feel free to book a quick teleconference with one of our Wisconsin R&D tax credit specialists at a time that is convenient for you. Click here for more information about R&D tax credit management and implementation.

Why Choose Us

We are certified to the ISO31000:2009 Risk Management standard
We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
We have an rated A+ with the Better Businese Beureau
Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.

Logos-to-use

Schedule a Teleconference

Certified Financial Planners (CFPs) in Wisconsin can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in the state’s top innovation-driven towns. Cities like Madison, Milwaukee, Green Bay, Kenosha, Racine, Appleton, Waukesha, Eau Claire, Oshkosh, Janesville, La Crosse, Brookfield, Wausau, Fond du Lac, Menomonee Falls, Sun Prairie, Neenah, Mequon, Sheboygan, and Middleton are hubs for research and development, housing thriving industries in biotech, manufacturing, and software development. By understanding the R&D tax credit’s nuances, CFPs can help businesses in these high-output regions maximize their tax savings, improve cash flow, and reinvest in growth.