Answer Capsule: California R&D Tax Credit Small Business Guide Webinar

What is this webinar about? This webinar provides a step-by-step guide designed specifically for small businesses to understand and claim the Research and Development (R&D) tax credit in California. Hosted by R&D tax credit specialists, this session aims to help California-based innovators and startups understand the 4-part test, correctly substantiate qualifying research activities, and maximize cash flow reinvestments.

Webinar Detail	Information
Target Audience	Small Businesses, Startups, and Innovators in California
Date & Time	Friday, 9 April 2027 \| 11:00 AM – 12:00 PM PT (Pacific 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 California business implications.
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 and FTB requirements safely and effectively.

UPCOMING LIVE WEBINAR

CALIFORNIA AND THE R&D TAX CREDIT FOR SMALL/MEDIUM BUSINESSES

Date & Time: As Detailed Above | Duration: 60 Minutes

This webinar is suited for audiences in the following cities: Pasadena, Los Angeles, San Diego, San Jose, San Francisco, Fresno, Sacramento, Long Beach, Oakland, Bakersfield, Anaheim, Santa Ana, Riverside, Stockton, Chula Vista, Irvine, Fremont, San Bernardino, Modesto, Oxnard and Fontana.

WEBINAR DETAILS

Title: California and the R&D Tax Credit for SMBs

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

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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 California Partner on (415) 795-9976. Feel free to book a quick teleconference with one of our California 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.

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Small businesses in California can significantly benefit from attending the R&D Tax Credit webinar and staying informed about IRS regulations and changes in tax law, as these resources provide crucial insights into maximizing tax savings and maintaining compliance. For businesses in top R&D hubs like San Jose, San Francisco, Palo Alto, Mountain View, Sunnyvale, Santa Clara, Cupertino, Redwood City, Menlo Park, Fremont, Berkeley, San Diego, Los Angeles, Irvine, Pasadena, Carlsbad, Emeryville, South San Francisco, Alameda, and San Mateo, understanding the R&D tax credit is especially valuable. These cities lead the state in innovation and research output, making them prime candidates for leveraging tax incentives that reward R&D investments.