UPCOMING LIVE WEBINAR
MINNESOTA AND THE R&D TAX CREDIT FOR CFPs
Date & Time: Friday, October 9, 2026 at 1:00 pm CT | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Minneapolis, Saint Paul, Rochester, Duluth, Bloomington, Brooklyn Park, Plymouth, Maple Grove, Woodbury and St. Cloud.
WEBINAR DETAILS
Title: Minnesota and the R&D Tax Credit for CFPs
Date: Friday, October 9, 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 Minnesota Partner on (952) 236-4344. Feel free to book a quick teleconference with one of our Minnesota 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 Minnesota can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in high-innovation regions. By understanding the nuances of R&D tax credits, CFPs can help businesses in top R&D-producing towns like Minneapolis, Saint Paul, Rochester, Bloomington, Duluth, Plymouth, Maple Grove, Woodbury, Eden Prairie, Eagan, Minnetonka, Burnsville, Blaine, Lakeville, St. Louis Park, Coon Rapids, Edina, Apple Valley, Mankato, and Shakopee maximize their tax savings and reinvest in growth. Staying informed allows CFPs to provide strategic advice, ensure compliance, and identify overlooked opportunities.