UPCOMING LIVE WEBINAR

The R&D Tax Credit in the Software and Artificial Intelligence Industries

Date & Time: Thursday, October 2, 2025 at 1:00 pm CT | Duration: 60 Minutes

R&D Tax Credits: 80% of companies that qualify and don’t claim! Every year, companies throw away thousands or even hundreds of thousands of dollars because of simple misunderstandings surrounding the research and development (R&D) tax credit. Amendment claims can go back three years and in most situations produce sizable refunds for past R&D activities.

WEBINAR DETAILS

Title: The R&D Tax Credit in the Software and AI Industries

Date: Thursday, October 2, 2025

Time: 1:00 pm – 2:00 pm Central Time

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

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 Financial Planners (CFPs) in Alabama can significantly 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 areas. By understanding the R&D tax credit, CFPs can help businesses in top R&D-producing towns like Huntsville, Birmingham, Madison, Auburn, Tuscaloosa, Hoover, Mobile, Decatur, Dothan, Florence, Opelika, Phenix City, Prattville, Vestavia Hills, Alabaster, Gadsden, Enterprise, Athens, Daphne, and Fairhope maximize their tax savings and reinvest in growth. Staying informed allows CFPs to provide strategic advice, ensure compliance, and identify opportunities for clients engaged in research-driven industries.

Are you eligible?

R&D Tax Credit Eligibility AI Tool

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