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UPCOMING LIVE WEBINAR
IOWA AND THE R&D TAX CREDIT FOR CFPS
Date & Time: Friday, November 20, 2026 at 1:00 pm CT | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Des Moines, Cedar Rapids, Davenport, Sioux City, Iowa City, Waterloo, West Des Moines, Ames, Council Bluffs and Dubuque.
WEBINAR DETAILS
Title: Iowa and the R&D Tax Credit for CFPs
Date: Friday, November 20, 2026
Time: 1:00 pm – 2:00 pm Central 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 Iowa Partner on (203) 680-9655. Feel free to book a quick teleconference with one of our Iowa R&D tax credit specialists at a time that is convenient for you.
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 Iowa can greatly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes, particularly when serving clients in the state’s top innovation hubs. By understanding the R&D tax credit’s intricacies, CFPs can help businesses in high-research towns like Ames, Cedar Rapids, Iowa City, Des Moines, Davenport, Ankeny, West Des Moines, Dubuque, Waterloo, Coralville, Bettendorf, Johnston, Urbandale, Marion, Cedar Falls, Sioux City, Mason City, Altoona, Clive, and Newton maximize their tax savings and reinvest in growth. Staying informed allows CFPs to provide strategic advice, ensure compliance, and identify opportunities for clients.
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