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Title: Oregon and the R&D Tax Credit for CFPs
Date: Thursday, November 5, 2026
Time: 11:00 am – 12:00 pm Pacific 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 Oregon Partner on (971) 332-8516. Feel free to book a quick teleconference with one of our Oregon 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 Oregon 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, especially in high-innovation regions. Cities like Portland, Hillsboro, Beaverton, Corvallis, Bend, Eugene, Lake Oswego, Tigard, Gresham, Salem, Medford, Tualatin, Wilsonville, Springfield, Albany, McMinnville, Forest Grove, Happy Valley, West Linn, and Milwaukie are among the top 20 towns in Oregon with the highest R&D output, driven by thriving tech, biotech, and manufacturing sectors. By understanding R&D tax credit nuances, CFPs can help businesses in these areas maximize savings, improve cash flow, and reinvest in innovation.
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