UPCOMING LIVE WEBINAR
MISSOURI AND THE R&D TAX CREDIT FOR CFPs
Date & Time: Monday, October 12, 2026 at 1:00 pm CT | 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: Monday, October 12, 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 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
- 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 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.