UPCOMING LIVE WEBINAR

GEORGIA AND THE R&D TAX CREDIT FOR CFPS

Date & Time: Tuesday, October 27, 2026 at 2:00 pm ET   |   Duration: 60 Minutes

This webinar is suited for audiences in the following cities: Atlanta, Columbus, Savannah, Athens, Sandy Springs, Roswell, Macon, Johns Creek, Albany, Warner Robins, Augusta, Valdosta, Smyrna, Brookhaven, Dunwoody, Peachtree Corners, Marietta, Alpharetta, Milledgeville and Rome.

WEBINAR DETAILS

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

Date: Tuesday, October 27, 2026

Time: 2:00 pm – 3:00 pm Eastern 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

CFP 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 Georgia Partner on (404) 448-1354. Feel free to book a quick teleconference with one of our Georgia 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 Georgia can greatly 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 areas. Georgia is home to thriving R&D hubs like Atlanta, Alpharetta, Roswell, Marietta, Sandy Springs, Johns Creek, Athens, Peachtree Corners, Duluth, Norcross, Smyrna, Dunwoody, Decatur, Suwanee, Lawrenceville, Kennesaw, Gainesville, Peachtree City, Newnan, and Woodstock—towns that lead the state in R&D output. By understanding the nuances of the R&D tax credit, CFPs can help businesses and startups in these regions claim eligible expenses, reduce tax liabilities, and reinvest in growth.

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