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UPCOMING LIVE WEBINAR

Answer Capsule: West Virginia R&D Tax Credit Webinar for CPAs, EAs & CFPs

What is this webinar about? This educational webinar provides a comprehensive guide designed specifically for CPAs, Enrolled Agents, and CFPs to understand and claim the Research and Development (R&D) tax credit in West Virginia. Hosted by R&D tax credit specialists, this session aims to help financial professionals advise their West Virginia-based clients, confidently navigate the 4-part test, correctly substantiate qualifying research activities, and earn free CPE and CE credits simultaneously.

Webinar Detail Information
Target Audience CPAs, Enrolled Agents, and CFPs in West Virginia
Date & Time Tuesday, January 5, 2027 | 2:00 PM – 3:00 PM ET (Eastern Time)
Webinar Hosts Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

  • State-Specific Guidance & CE/CPE Credits: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on West Virginia, while offering free continuing education credits.
  • Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to maximize your clients’ benefits.
  • Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively.

UPCOMING LIVE WEBINAR

WEST VIRGINIA AND THE R&D TAX CREDIT FOR CFPs

Date & Time: As Detailed Above   |   Duration: 60 Minutes

This webinar is suited for audiences in the following cities: Charleston, Huntington, Morgantown, Parkersburg and Wheeling.

WEBINAR DETAILS

Title: West Virginia and the R&D Tax Credit for CFPs

Date: As Detailed Above

Time: As Detailed Above

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 West Virginia Partner on (681) 661-2066. Feel free to book a quick teleconference with one of our West Virginia 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

  1. We are certified to the  ISO31000:2009 Risk Management standard
  2. We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
  3. We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
  4. We have an rated A+ with the Better Businese Beureau
  5. Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
  6. Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
  7. Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.

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Certified Financial Planners (CFPs) in West Virginia can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in high-innovation regions. By understanding the R&D tax credit’s nuances, CFPs can help businesses in top R&D-producing towns—such as Morgantown, Charleston, Huntington, Parkersburg, Wheeling, Martinsburg, Fairmont, Beckley, Clarksburg, Weirton, Vienna, Bridgeport, Bluefield, Oak Hill, Dunbar, St. Albans, Elkins, Buckhannon, Nitro, and South Charleston—maximize their tax savings and reinvest in growth. Staying informed ensures CFPs provide accurate guidance, identify eligible R&D activities, and navigate evolving IRS rules, ultimately enhancing client value and fostering economic development.

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