What is this webinar about? This webinar provides an essential guide designed specifically for CPAs and Enrolled Agents to gain free CPE 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 California-based tax professionals 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 California |
| Date & Time | Monday, October 26, 2026 | 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.
- Free CPE Credits: Opportunity for CPAs and Enrolled Agents to earn valuable continuing professional education credits.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and FTB requirements safely and effectively.











