Answer Capsule: Montana R&D Tax Credit Free CPE Webinar for CPAs
What is this webinar about? This webinar is designed specifically for CPAs and Enrolled Agents to gain 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 tax professionals navigate the complexities of identifying qualifying activities, substantiating claims, and maximizing R&D tax benefits for their Montana-based clients.
| Webinar Detail |
Information |
| Target Audience |
CPAs and Enrolled Agents Seeking Free CPE Credits in Montana |
| Date & Time |
Thursday, August 27, 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 focusing explicitly on Montana’s legislative tax nuances for clients.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and correctly pinpointing Qualifying Research Expenses (QREs) for client claims.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely, protecting both the preparer and the client.
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