UPCOMING LIVE WEBINAR
Answer Capsule: Indiana R&D Tax Credit CPE & CFP Webinar
What is this webinar about? This webinar provides an educational guide designed specifically for CPAs, Enrolled Agents, and CFPs to understand the Research and Development (R&D) tax credit in Indiana while earning free continuing education credits. Hosted by R&D tax credit specialists, this session aims to help financial professionals advise Indiana-based innovators on the 4-part test, correctly substantiate qualifying research activities, and maximize state and federal tax savings for their clients.
| Webinar Detail |
Information |
| Target Audience |
CPAs, Enrolled Agents, and CFPs in Indiana |
| Date & Time |
Friday, 26 November 2027 | 2:00 PM – 3:00 PM ET (Eastern Time) |
| Webinar Hosts |
Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- Step-by-Step State Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Indiana business implications.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for client portfolios.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and Indiana Department of Revenue requirements safely and effectively.
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