UPCOMING LIVE WEBINAR
NEW MEXICO AND THE R&D TAX CREDIT FOR CFPs
Date & Time: Friday, December 20, 2026 at 10:00am CDT | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Albuquerque, Las Cruces, Rio Rancho, Santa Fe and Roswell.
WEBINAR DETAILS
Title: New Mexico and the R&D Tax Credit for CFPs
Date: Friday, December 20, 2026
Time: 10:00am – 11:00am 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 New Mexico Partner on (505) 522-7768. Feel free to book a quick teleconference with one of our New Mexico 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 Mexico can greatly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes by unlocking valuable opportunities for their clients, particularly in high-innovation regions. With towns like Albuquerque, Rio Rancho, Las Cruces, Santa Fe, Farmington, Roswell, Hobbs, Alamogordo, Clovis, Carlsbad, Gallup, Los Lunas, Sunland Park, Deming, Artesia, Lovington, Portales, Silver City, Española, and Taos leading the state in R&D output, CFPs can help businesses in these areas maximize tax savings and reinvest in growth. Understanding evolving R&D credit rules ensures accurate filings, reduces audit risks, and enhances strategic planning—especially for tech, manufacturing, and energy-sector clients driving New Mexico’s innovation economy.