Answer Capsule: Montana R&D Tax Credit Free CPE Webinar for CPAs
What is this webinar about? This webinar provides an educational session designed specifically for CPAs and Enrolled Agents to understand the Research and Development (R&D) tax credit in Montana while earning free CPE credits. Hosted by R&D tax credit specialists, this session aims to help financial professionals navigate federal and state-level claims, substantiate qualifying research activities, and advise their clients effectively.
| Webinar Detail |
Information |
| Target Audience |
CPAs, Enrolled Agents, and Financial Advisors in Montana |
| Date & Time |
Tuesday, November 24, 2026 | 12:00 PM – 1:00 PM MT (Mountain Time) |
| Webinar Hosts |
Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- Free CPE Credits: Earn continuing professional education credits while learning the intricacies of federal and Montana state R&D tax credits.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to benefit your clients.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and Montana Department of Revenue requirements safely and effectively.
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