UPCOMING LIVE WEBINAR

Answer Capsule: California R&D Tax Credit Free CPE/CE Credits Webinar

What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs, Enrolled Agents, and CFPs to gain free CPE and CE credits while they learn about the Research and Development (R&D) tax credit in California. Hosted by R&D tax credit specialists, this session aims to help financial professionals understand the 4-part test, correctly substantiate qualifying research activities for their clients, and maximize tax credit claims.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, and CFPs in California
Date & Time	Tuesday, 19 October 2027 \| 11:00 AM – 12:00 PM PT (Pacific Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

State-Specific Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on California tax implications.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to benefit your clients.
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and FTB requirements safely and effectively while earning your CPE/CE credits.

UPCOMING LIVE WEBINAR

CALIFORNIA AND THE R&D TAX CREDIT FOR CFPS

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 CFPs

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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Click Here to Contact Technical Team

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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Certified Financial Planners (CFPs) in California can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes by unlocking valuable opportunities for their clients, particularly in high-innovation regions. Cities like San Jose, San Francisco, Palo Alto, Mountain View, Sunnyvale, Santa Clara, Cupertino, Redwood City, Menlo Park, Fremont, San Diego, Los Angeles, Irvine, Pasadena, Carlsbad, Berkeley, Emeryville, Santa Monica, Thousand Oaks, and San Mateo are among the top 20 towns with the highest R&D output in the state, home to thriving tech, biotech, and engineering firms. By understanding the R&D tax credit’s nuances, CFPs can help businesses in these hubs maximize deductions, improve cash flow, and reinvest in innovation.