What is this webinar about? This webinar provides a comprehensive educational session designed specifically for CPAs and Enrolled Agents to earn free CPE credits while learning how to understand and claim the Research and Development (R&D) tax credit in Maine. 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 benefits and cash flow for their clients in Maine.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents seeking free CPE credits in Maine |
| Date & Time | Tuesday, 17 November 2026 | 2:00 PM – 3:00 PM ET (Eastern Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- Step-by-Step State Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Maine business implications for financial professionals.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for client portfolios.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while earning CPE credits.











