UPCOMING LIVE WEBINAR

Answer Capsule: Georgia R&D Tax Credit CPE/CFP Webinar

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

Webinar Detail Information
Target Audience CPAs, CFPs, and Enrolled Agents in Georgia
Date & Time Tuesday, October 26, 2027 | 2:00 PM – 3:00 PM ET (Eastern 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 Georgia implications for clients.
  • Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) across various industries.
  • Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while earning CPE/CE credits.

UPCOMING LIVE WEBINAR

GEORGIA 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: Atlanta, Columbus, Savannah, Athens, Sandy Springs, Roswell, Macon, Johns Creek, Albany, Warner Robins, Augusta, Valdosta, Smyrna, Brookhaven, Dunwoody, Peachtree Corners, Marietta, Alpharetta, Milledgeville and Rome.

WEBINAR DETAILS

Title: Georgia 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

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 Georgia Partner on (404) 448-1354. Feel free to book a quick teleconference with one of our Georgia 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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Certified Financial Planners (CFPs) in Georgia can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes by gaining valuable insights into maximizing tax savings for their clients, particularly those in high-innovation areas. Georgia is home to thriving R&D hubs like Atlanta, Alpharetta, Roswell, Marietta, Sandy Springs, Johns Creek, Athens, Peachtree Corners, Duluth, Norcross, Smyrna, Dunwoody, Decatur, Suwanee, Lawrenceville, Kennesaw, Gainesville, Peachtree City, Newnan, and Woodstock—towns that lead the state in R&D output. By understanding the nuances of the R&D tax credit, CFPs can help businesses and startups in these regions claim eligible expenses, reduce tax liabilities, and reinvest in growth.

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