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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.

UPCOMING LIVE WEBINAR

INDIANA AND THE R&D TAX CREDIT FOR CFPS

Date & Time: As Detailed Above |   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: As Detailed Above

Time: As Detailed Above

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

  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 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.

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