What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs and enrolled agents to earn free CPE credits while learning how to identify and claim the Research and Development (R&D) tax credit in California. Hosted by R&D tax credit specialists, this session aims to help financial professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize tax savings for their California-based clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents with clients in California |
| Date & Time | Thursday, 30 July 2026 | 11:00 AM – 12:00 PM PT (Pacific Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- CPE Credit Compliance: Earn free continuing professional education (CPE) credits while mastering both federal and state-level R&D tax credits, focusing explicitly on California business implications.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) applicable to your clients’ industries.
- Compliance & Documentation: Expert insights on substantiating claims to safely and effectively satisfy IRS and California Franchise Tax Board (FTB) requirements.












California inventionINDEX April 2026: