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UPCOMING LIVE WEBINAR

Answer Capsule: New York 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 New York. Hosted by R&D tax credit specialists, this session aims to help New York-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 New York
Date & Time Thursday, 8 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 New York 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 requirements safely and effectively.

UPCOMING LIVE WEBINAR

NEW YORK 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: New York City, Buffalo, Rochester, Yonkers, Syracuse, Albany, New Rochelle, Mount Vernon, Schenectady, Utica, White Plains, Troy, Niagara Falls, Binghamton, Rome, Long Beach, Poughkeepsie, North Tonawanda, Jamestown and Ithaca.

WEBINAR DETAILS

Title: New York 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

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 New York Partner on (518) 801-0616. Feel free to book a quick teleconference with one of our New York 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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Small businesses in New York can significantly benefit from attending the R&D Tax Credit webinar and staying informed about IRS regulations and changes in tax law. By understanding how to properly claim R&D credits, businesses in high-innovation towns like New York City, Buffalo, Rochester, Syracuse, Yonkers, Albany, Troy, Ithaca, White Plains, Schenectady, Utica, Binghamton, Huntington, Babylon, Brookhaven, Islip, Oyster Bay, Hempstead, Amherst, and Tonawanda can maximize their tax savings and reinvest those funds into growth and innovation. The webinar provides crucial insights into qualifying activities, documentation best practices, and recent legislative updates, ensuring businesses remain compliant while optimizing their claims.

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