UPCOMING LIVE WEBINAR
INDIANA AND THE R&D TAX CREDIT FOR CFPS
Date & Time: Wednesday, November 25, 2026 at 2:00 pm ET | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Indianapolis, Fort Wayne, Evansville, South Bend, Carmel, Fishers, Bloomington, Hammond, Gary and Lafayette.
WEBINAR DETAILS
Title: Indiana and the R&D Tax Credit for CFPs
Date: Wednesday, November 25, 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 Indiana Partner on (219) 230-9956. Feel free to book a quick teleconference with one of our Indiana 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 Indiana can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in the state’s top innovation-driven towns. By understanding the R&D credit’s intricacies, CFPs can help businesses in high-research areas like Indianapolis, Fort Wayne, Evansville, South Bend, Carmel, Fishers, Bloomington, Lafayette, Gary, Muncie, Noblesville, Terre Haute, Greenwood, Kokomo, Anderson, Elkhart, Mishawaka, Columbus, Jeffersonville, and Westfield maximize their tax savings and reinvest in growth. These towns lead Indiana in R&D output across industries like manufacturing, tech, and life sciences.