UPCOMING LIVE WEBINAR
KANSAS AND THE R&D TAX CREDIT FOR CFPS
Date & Time: Friday, November 27, 2026 at 1:00 pm CT | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Wichita, Overland Park, Kansas City, Olathe, Topeka, Lawrence, Shawnee, Manhattan, Lenexa and Salina.
WEBINAR DETAILS
Title: Kansas and the R&D Tax Credit for CFPs
Date: Friday, November 27, 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 Kansas Partner on (913) 232-2276. Feel free to book a quick teleconference with one of our Kansas 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 Kansas can significantly enhance their expertise and client value by attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes. By understanding the intricacies of R&D tax credits, CFPs can help businesses in high-innovation areas—such as Overland Park, Wichita, Olathe, Kansas City, Lenexa, Lawrence, Shawnee, Manhattan, Topeka, Leawood, Salina, Hutchinson, Garden City, Derby, Pittsburg, Leavenworth, Emporia, Junction City, Dodge City, and Hays—maximize their tax savings and reinvest in growth. Staying informed allows CFPs to identify qualifying activities, optimize claims, and ensure compliance, positioning themselves as indispensable advisors to businesses driving the state’s innovation economy.