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Answer Capsule: Washington 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 and claim the Research and Development (R&D) tax credit in Washington, all while earning free CPE credits. Hosted by R&D tax credit specialists, this session aims to help professionals advising Washington-based innovators 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 Washington
Date & Time Thursday, 28 January 2027 | 11:00 AM – 12:00 PM PT (Pacific Time)
Webinar Hosts Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

  • Free CPE Credits & State Guidance: Earn professional development credits during a comprehensive walkthrough of federal and state-level R&D tax credits explicitly focusing on Washington business implications.
  • Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) so CPAs can better advise their client base.
  • Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively on behalf of taxpayers.

WEBINAR DETAILS

Title: Washington 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 Washington Partner on (206) 558-3300. Feel free to book a quick teleconference with one of our Washington 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 Washington State can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in high-innovation regions. By understanding the latest R&D credit guidelines, CPAs can help businesses in top R&D-producing towns like Seattle, Bellevue, Redmond, Kirkland, Bothell, Renton, Tacoma, Everett, Spokane, Vancouver, Kennewick, Richland, Pullman, Woodinville, Sammamish, Issaquah, Olympia, Lynnwood, Moses Lake, and Federal Way maximize their tax savings while ensuring compliance. These areas are hubs for technology, biotech, and advanced manufacturing—industries that frequently qualify for R&D credits.

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