UPCOMING LIVE WEBINAR
NEW JERSEY AND THE R&D TAX CREDIT FOR CFPs
Date & Time: Thursday, October 29, 2026 at 2:00 pm ET | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Newark, Jersey City, Paterson, Elizabeth, Edison, Woodbridge, Lakewood, Toms River, Hamilton and Trenton.
WEBINAR DETAILS
Title: New Jersey and the R&D Tax Credit for CFPs
Date: Thursday, October 29, 2026
Time: 2:00 pm – 3:00 pm Eastern 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 New Jersey Partner on (609) 900-2488. Feel free to book a quick teleconference with one of our New Jersey 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 New Jersey can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, particularly when serving clients in high-innovation regions. Towns like Princeton, Hoboken, Jersey City, Edison, and Newark lead the state in R&D output, alongside other hubs such as Bridgewater, East Brunswick, Parsippany, Woodbridge, and Piscataway. By understanding the R&D tax credit’s nuances, CFPs can help businesses in these areas—including those in Clifton, Cherry Hill, Trenton, Toms River, and New Brunswick—maximize savings and reinvest in innovation. Additionally, staying informed ensures compliance and strategic planning for clients in Middletown, Union, Camden, Vineland, and Passaic, where R&D activities thrive.