UPCOMING LIVE WEBINAR

ARIZONA AND THE R&D TAX CREDIT FOR CFPS

Date & Time: Thursday, October 15, 2026 at 12:00 pm MT   |   Duration: 60 Minutes

This webinar is suited for audiences in the following cities: Phoenix, Tucson, Mesa, Chandler, Glendale, Scottsdale, Gilbert, Tempe, Peoria and Surprise.

WEBINAR DETAILS

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

Date: Thursday, October 15, 2026

Time: 12:00 pm – 1:00 pm Mountain Time

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

CE/CPE credits:          Worth one hour

Knowledge Level:      Basic*

Field of Study:            Taxation

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 Arizona Partner on (520) 336-9423. Feel free to book a quick teleconference with one of our Arizona 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

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

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Certified Financial Planners (CFPs) in Arizona can significantly enhance their expertise and client value by staying informed through the R&D Tax Credit webinar and keeping up with IRS regulations and tax law changes. With Arizona’s growing innovation hubs—including top R&D-producing towns like Phoenix, Tucson, Scottsdale, Chandler, Gilbert, Mesa, Tempe, Peoria, Flagstaff, Glendale, Goodyear, Avondale, Surprise, Prescott, Yuma, Oro Valley, Queen Creek, Buckeye, Maricopa, and Casa Grande—understanding R&D tax incentives is crucial. These towns host thriving tech, biotech, and manufacturing sectors where businesses frequently qualify for R&D credits. By mastering these tax benefits, CFPs can help clients maximize savings, improve cash flow, and strategically reinvest in growth.

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