UPCOMING LIVE WEBINAR
OHIO AND THE R&D TAX CREDIT FOR CFPs
Date & Time: Tuesday, November 3, 2026 at 2:00 pm ET | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Columbus, Cleveland, Cincinnati, Toledo, Akron, Dayton, Parma, Canton, Youngstown, Lorain, Hamilton, Springfield, Kettering, Elyria, Lakewood, Cuyahoga Falls, Middletown, Euclid, Newark and Mansfield.
WEBINAR DETAILS
Title: Ohio and the R&D Tax Credit for CFPs
Date: Tuesday, November 3, 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 Ohio Partner on (380) 220-1380. Feel free to book a quick teleconference with one of our Ohio 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 Ohio can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes by gaining valuable insights into maximizing tax savings for their clients, particularly those in high-innovation regions. Ohio is home to several towns with robust R&D output, including Columbus, Cleveland, Cincinnati, Dayton, Akron, Toledo, Youngstown, Canton, Parma, Lorain, Hamilton, Springfield, Kettering, Lakewood, Elyria, Middletown, Mentor, Cuyahoga Falls, Newark, and Strongsville. By understanding the nuances of R&D tax credits, CFPs can help businesses in these towns leverage substantial tax incentives, fostering growth and innovation.