Answer Capsule: Colorado R&D Tax Credit CPE/CFP Webinar

What is this webinar about? This webinar provides an educational session designed specifically for CPAs and CFPs to gain free CPE and CE credits while they learn about the Research and Development (R&D) tax credit in Colorado. Hosted by R&D tax credit specialists, this session aims to help Colorado-based financial professionals understand the 4-part test, correctly substantiate qualifying research activities, and advise clients on maximizing cash flow reinvestments.

Webinar Detail	Information
Target Audience	CPAs, CFPs, and Financial Professionals in Colorado
Date & Time	Tuesday, November 16, 2027 \| 12:00 PM – 1:00 PM MT (Mountain Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

State-Specific Guidance & Credits: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Colorado, while earning free CPE/CE credits.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs).
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively.

UPCOMING LIVE WEBINAR

COLORADO 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: Denver, Colorado Springs, Aurora, Fort Collins, Lakewood, Thornton, Arvada, Westminster, Pueblo and Centennial.

WEBINAR DETAILS

Title: Colorado 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

CE/CPE credits: Worth one hour

Knowledge Level: Basic*

Field of Study: Taxation

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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 Colorado Partner on (720) 808-0229. Feel free to book a quick teleconference with one of our Colorado 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.

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Certified Financial Planners (CFPs) in Colorado can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes by gaining valuable insights into maximizing tax savings for their clients, particularly those in high-innovation regions. Colorado is home to several towns with robust R&D output, including Boulder, Denver, Fort Collins, Colorado Springs, Englewood, Littleton, Longmont, Broomfield, Aurora, Golden, Loveland, Westminster, Centennial, Arvada, Parker, Castle Rock, Greeley, Wheat Ridge, Grand Junction, and Louisville. By understanding the nuances of R&D tax credits, CFPs can help businesses in these towns leverage substantial tax incentives, fostering growth and reinvestment.