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Date & Time: November 2, 2020 at 9:00am HT | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Honolulu, East Honolulu, Pearl City, Hilo and Kailua.
Webinar Title: Hawaii and the R&D Tax Credit for CFPs
Date: Monday, November 2, 2027
Time: 9:00am – 10:00am Hawaiian 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 Hawaii Partner on (808) 900-8865. Feel free to book a quick teleconference with one of our Hawaii 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

Certified Financial Planners (CFPs) in Hawaii can significantly benefit from listening to the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, particularly when serving clients in high-innovation regions. By understanding the R&D tax credit’s nuances, CFPs can help businesses in top R&D-producing towns—such as Honolulu, Kailua, Pearl City, Hilo, Kaneohe, Waipahu, Mililani Town, Kahului, Kihei, Kapolei, Ewa Gentry, Waianae, Wahiawa, Schofield Barracks, Makakilo, Lihue, Wailuku, Aiea, Halawa, and Waimea—maximize their tax savings and reinvest in growth. Staying informed ensures CFPs provide accurate, strategic advice, helping clients navigate evolving tax incentives while fostering innovation in Hawaii’s key economic hubs.

