UPCOMING LIVE WEBINAR

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

What is this webinar about? This webinar provides a dedicated educational guide designed specifically for CPAs, Enrolled Agents, and CFPs to understand and claim the Research and Development (R&D) tax credit in Kansas while earning free CPE and 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, and maximize cash flow and tax benefits for their Kansas-based clients.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, CFPs, and Financial Professionals in Kansas
Date & Time	Monday, November 29, 2027 \| 1:00 PM – 2:00 PM CT (Central 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 Kansas business implications and guidelines.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for your clients.
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while earning free CPE/CE credits.

UPCOMING LIVE WEBINAR

KANSAS 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: Wichita, Overland Park, Kansas City, Olathe, Topeka, Lawrence, Shawnee, Manhattan, Lenexa and Salina.

WEBINAR DETAILS

Title: Kansas 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 Kansas Partner on (913) 232-2276. Feel free to book a quick teleconference with one of our Kansas 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 Kansas can significantly enhance their expertise and client value by attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes. By understanding the intricacies of R&D tax credits, CFPs can help businesses in high-innovation areas—such as Overland Park, Wichita, Olathe, Kansas City, Lenexa, Lawrence, Shawnee, Manhattan, Topeka, Leawood, Salina, Hutchinson, Garden City, Derby, Pittsburg, Leavenworth, Emporia, Junction City, Dodge City, and Hays—maximize their tax savings and reinvest in growth. Staying informed allows CFPs to identify qualifying activities, optimize claims, and ensure compliance, positioning themselves as indispensable advisors to businesses driving the state’s innovation economy.