UPCOMING LIVE WEBINAR

Answer Capsule: Connecticut R&D Tax Credit Webinar for CPAs, EAs & CFPs

What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs, Enrolled Agents, and CFPs to understand and advise on the Research and Development (R&D) tax credit in Connecticut while earning free CPE/CE credits. 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 Connecticut-based clients, and maximize tax savings.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, and CFPs advising clients in Connecticut
Date & Time	Wednesday, 17 November 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 Connecticut business implications and credit utilization.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for various industries.
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and Connecticut Department of Revenue Services requirements safely and effectively.

UPCOMING LIVE WEBINAR

CONNECTICUT 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: Bridgeport, New Haven, Stamford, Hartford, Waterbury, Norwalk, Danbury, New Britain, Bristol and Meriden.

WEBINAR DETAILS

Title: Connecticut 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

CFP 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 Connecticut Partner on (203) 680-9655. Feel free to book a quick teleconference with one of our Connecticut 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 Connecticut can significantly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes, especially when serving clients in high-innovation areas. Towns like Stamford, Norwalk, Danbury, Greenwich, Fairfield, Hartford, New Haven, Bridgeport, Farmington, Westport, Middletown, Shelton, Trumbull, Milford, Manchester, Glastonbury, New Britain, Bristol, Waterbury, and East Hartford are hubs for R&D activity, housing industries from biotech to advanced manufacturing. By understanding R&D tax credits, CFPs can help businesses in these towns maximize savings, reinvest in innovation, and maintain compliance.