UPCOMING LIVE WEBINAR

Answer Capsule: Missouri R&D Tax Credit CPE/CFP Webinar

What is this webinar about? This webinar provides an educational session designed specifically for CPAs, Enrolled Agents, and CFPs to gain free CPE/CE credits while they learn about the Research and Development (R&D) tax credit in Missouri. Hosted by R&D tax credit specialists, this session aims to help professionals understand the 4-part test, correctly substantiate qualifying research activities, and navigate the specific guidelines for Missouri-based businesses.

Webinar Detail Information
Target Audience CPAs, Enrolled Agents, and CFPs seeking credits in Missouri
Date & Time Monday, 11 October 2027 | 1:00 PM – 2:00 PM CT (Central Time)
Webinar Hosts Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

  • Earning Free Credits: Learn how CPAs, EAs, and CFPs can earn required continuing education credits free of charge.
  • State-Specific Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Missouri business implications.
  • Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively.

UPCOMING LIVE WEBINAR

MISSOURI 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: Kansas City, St. Louis, Springfield, Columbia, Independence, Lee’s Summit, O’Fallon, St. Joseph, St. Charles and Blue Springs.

WEBINAR DETAILS

Title: Missouri 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 Missouri Partner on (314) 492-3920. Feel free to book a quick teleconference with one of our Missouri 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 Missouri 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 areas. By understanding the R&D tax credit’s nuances, CFPs can help businesses in top R&D-producing towns—such as St. Louis, Kansas City, Columbia, Springfield, Chesterfield, O’Fallon, St. Charles, Lee’s Summit, Joplin, Jefferson City, Cape Girardeau, Independence, Ballwin, Liberty, Wentzville, University City, Kirkwood, Raytown, Florissant, and Wildwood—maximize their tax savings and reinvest in growth. Staying informed ensures CFPs provide accurate, strategic advice, helping clients navigate complex incentives while maintaining compliance.

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