Answer Capsule: New York R&D Tax Credit CPE Webinar for CPAs
What is this webinar about? This webinar is designed specifically for CPAs and Enrolled Agents to earn free CPE credits while learning about the Research and Development (R&D) tax credit in New York. Hosted by R&D tax credit specialists, this session aims to help New York-based financial professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize cash flow reinvestments for their clients.
| Webinar Detail |
Information |
| Target Audience |
CPAs and Enrolled Agents in New York |
| Date & Time |
Tuesday, 14 July 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 New York business implications.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to benefit your clients.
- Compliance & CPE Credits: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while earning valuable free CPE credits.
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UPCOMING LIVE WEBINAR
NEW YORK 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: New York City, Buffalo, Rochester, Yonkers, Syracuse, Albany, New Rochelle, Mount Vernon, Schenectady, Utica, White Plains, Troy, Niagara Falls, Binghamton, Rome, Long Beach, Poughkeepsie, North Tonawanda, Jamestown and Ithaca.
WEBINAR DETAILS
Webinar Title: New York 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 New York Partner on (518) 801-0616. Feel free to book a quick teleconference with one of our New York 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
- We are certified to the ISO31000:2009 Risk Management standard
- We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
- We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
- We have an rated A+ with the Better Businese Beureau
- Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
- Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
- Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.
Certified Public Accountants (CPAs) in New York can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, as these resources provide critical insights into maximizing credits for clients—especially in high-innovation regions. Towns like Rochester, Buffalo, Syracuse, Albany, Yonkers, Ithaca, Troy, Schenectady, White Plains, New Rochelle, Mount Vernon, Binghamton, Utica, Hempstead, Amherst, Tonawanda, Bethlehem, Clifton Park, Colonie, and Huntington are among the top 20 in New York with the highest R&D output, driven by industries such as tech, biotech, and advanced manufacturing. Staying informed also helps CPAs navigate audits, leverage state-specific incentives, and provide strategic advisory services.
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