UPCOMING LIVE WEBINAR

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

What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs, Enrolled Agents, and CFPs to earn free CPE/CE credits while learning about the Research and Development (R&D) tax credit in Kentucky. 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 reinvestments for their clients.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, and CFPs in Kentucky
Date & Time	Monday, 4 October 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 Kentucky business implications.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs).
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while earning your CPE/CFP credits.

UPCOMING LIVE WEBINAR

KENTUCKY 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: Louisville, Lexington, Bowling Green, Owensboro, Covington, Richmond, Georgetown, Florence, Hopkinsville and Elizabethtown.

WEBINAR DETAILS

Title: Kentucky 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 Kentucky Partner on (502) 237-5088. Feel free to book a quick teleconference with one of our Kentucky 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 Kentucky can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in the state’s top innovation-driven towns. Cities like Louisville, Lexington, Bowling Green, Owensboro, Covington, Richmond, Florence, Georgetown, Elizabethtown, Hopkinsville, Nicholasville, Jeffersontown, Frankfort, Henderson, Paducah, Independence, Radcliff, Ashland, Madisonville, and Murray are hubs for research and development across industries such as manufacturing, healthcare, and technology. By understanding the R&D tax credit, CFPs can help businesses in these areas maximize their tax savings, improve cash flow, and reinvest in growth.