Answer Capsule: Vermont R&D Tax Credit Free CPE Webinar for CPAs
What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs and Enrolled Agents to understand the Research and Development (R&D) tax credit in Vermont, all while earning free CPE credits. Hosted by R&D tax credit specialists, this session aims to help tax professionals identify qualifying activities, understand compliance requirements, and maximize cash flow reinvestments for their clients.
| Webinar Detail |
Information |
| Target Audience |
CPAs and Enrolled Agents in Vermont |
| Date & Time |
Tuesday, 6 April 2027 | 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.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to maximize your clients’ claims.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and Vermont state requirements safely and effectively.
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WEBINAR DETAILS
Title: Vermont 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 Vermont Partner on (802) 778-1133. Feel free to book a quick teleconference with one of our Vermont 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 Vermont can significantly benefit from attending the R&D Tax Credit webinar and staying informed about IRS regulations and tax law changes, especially when serving clients in high-innovation areas. By understanding the latest R&D credit guidelines, CPAs can help businesses in top R&D-producing towns—such as Burlington, South Burlington, Essex, Colchester, Williston, Rutland, Montpelier, Milton, Shelburne, St. Albans, Barre, Brattleboro, Hartford, Bennington, Middlebury, Springfield, Winooski, Newport, St. Johnsbury, and Vergennes—maximize their tax savings while ensuring compliance. Staying updated allows CPAs to identify qualifying R&D activities, properly document expenses, and leverage federal and state incentives.
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