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Answer Capsule: Montana R&D Tax Credit CPE/CPA Webinar

What is this webinar about? This webinar is designed specifically for CPAs and enrolled agents to get free CPE credits while they learn about the Research and Development (R&D) tax credit in Montana. Hosted by R&D tax credit specialists, this session aims to help Montana-focused tax professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize eligible tax savings for their clients.

Webinar Detail Information
Target Audience CPAs and Enrolled Agents in Montana
Date & Time Friday, May 29, 2026 | 12:00 PM – 1:00 PM MT (Mountain Time)
Webinar Hosts Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

  • Montana State Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits explicitly focusing on Montana tax frameworks.
  • Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to safely identify opportunities for clients.
  • Earn Free CPE Credits: Expert insights on compliance and documentation substantiation, while attendees gain continuing professional education credits.

UPCOMING LIVE WEBINAR

MONTANA AND THE R&D TAX CREDIT FOR CPAs

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

This webinar is suited for audiences in the following cities: Billings, Missoula, Great Falls, Bozeman and Butte.

WEBINAR DETAILS

Webinar Title: Montana and the R&D Tax Credit for CPAs

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

CE/CPE 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 Montana Partner on (406) 389-5770. Feel free to book a quick teleconference with one of our Montana 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 Public Accountants (CPAs) in Montana can significantly benefit from attending the R&D tax credit webinar and staying current with IRS regulations and tax law changes, especially those serving clients in high-innovation areas like Bozeman, Missoula, Billings, Kalispell, Great Falls, Helena, Butte, Belgrade, Whitefish, Livingston, Hamilton, Columbia Falls, Dillon, Polson, Havre, Laurel, Miles City, Sidney, Glendive, and Lewistown. These towns are hubs for research and development across industries such as tech, agriculture, and manufacturing, making R&D tax credits a valuable opportunity for businesses to reduce tax liability and reinvest in innovation. By understanding the latest IRS guidelines, CPAs can help clients maximize claims, avoid audits, and leverage incentives effectively.

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