UPCOMING LIVE WEBINAR

MONTANA AND THE R&D TAX CREDIT FOR CPAs

Date & Time: Tuesday, October 14, 2025 at 12:00 pm MT   |   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: Tuesday, October 14, 2025

Time: 12:00 pm – 1:00 pm Mountain Time

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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