UPCOMING LIVE WEBINAR
NORTH DAKOTA AND THE R&D TAX CREDIT FOR CFPs
Date & Time: May 27, 2026 at 10:00am CDT | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Fargo, Bismarck, Grand Forks, Minot and West Fargo.
WEBINAR DETAILS
Title: The R&D Tax Credit in the Automation & Robotics Industries
Date: Wednesday, May 27, 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 North Dakota Partner on (701) 979-7220. Feel free to book a quick teleconference with one of our North Dakota 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 North Dakota can greatly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes, especially when serving clients in the state’s top R&D-driven towns. By understanding the nuances of R&D tax credits, CFPs can help businesses in Fargo, Bismarck, Grand Forks, Minot, West Fargo, Mandan, Dickinson, Williston, Jamestown, Wahpeton, Devils Lake, Valley City, Grafton, Lincoln, Beulah, Watford City, Hazen, Stanley, New Town, and Rugby maximize their tax savings and reinvest in innovation. These towns are hubs for research in industries like energy, agriculture, and technology, making R&D credits highly relevant. Staying informed allows CFPs to provide strategic advice, ultimately fostering growth in North Dakota’s evolving economy.