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
- 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.
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.