UPCOMING LIVE WEBINAR

IDAHO AND THE R&D TAX CREDIT FOR CFPs

Date & Time: Monday, November 23, 2026 at 12:00 pm MT   |   Duration: 60 Minutes

This webinar is suited for audiences in the following cities: Boise, Meridian, Nampa, Idaho Falls and Pocatello.

WEBINAR DETAILS

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

Date: Monday, November 23, 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

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 Idaho Partner on (208) 361-9920. Feel free to book a quick teleconference with one of our Idaho 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 Idaho can greatly benefit from listening to the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes, particularly when serving clients in high-innovation regions. By understanding the R&D credit’s intricacies, CFPs can help businesses in top R&D-producing towns like Boise, Meridian, Nampa, Idaho Falls, Pocatello, Coeur d’Alene, Caldwell, Twin Falls, Lewiston, Post Falls, Rexburg, Moscow, Eagle, Kuna, Ammon, Chubbuck, Hayden, Mountain Home, Blackfoot, and Jerome maximize their tax savings and reinvest in growth. Staying informed ensures CFPs provide accurate guidance on qualifying expenses, documentation requirements, and legislative updates, enhancing their value as trusted advisors.

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