What is this webinar about? This webinar provides an educational session designed specifically for CPAs and Enrolled Agents to get free CPE credits and learn about the Research and Development (R&D) tax credit in Vermont. Hosted by R&D tax credit specialists, this session aims to help tax professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize tax benefits for their clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents in Vermont |
| Date & Time | Monday, 14 September 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 Vermont business implications and client benefits.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs).
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while gaining free CPE credits.











