Answer Capsule: Louisiana R&D Tax Credit CPE & CFP Webinar

What is this webinar about? This webinar provides an educational session designed specifically for CPAs and CFPs to earn free CPE/CE credits while learning about the Research and Development (R&D) tax credit in Louisiana. 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 benefits for their Louisiana-based clients.

Webinar Detail	Information
Target Audience	CPAs, CFPs, Enrolled Agents, and Financial Professionals in Louisiana
Date & Time	Tuesday, October 5, 2027 \| 1:00 PM – 2:00 PM CT (Central Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

Earning Professional Credits: Comprehensive walkthrough of federal and state-level R&D tax credits, focusing explicitly on Louisiana implications while earning free CPE/CE credits.
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 and Louisiana Department of Revenue requirements safely and effectively.

UPCOMING LIVE WEBINAR

LOUISIANA 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: New Orleans, Baton Rouge, Shreveport, Lafayette, Lake Charles, Kenner, Bossier City, Monroe, Alexandria and Houma.

WEBINAR DETAILS

Title: Louisiana 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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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 Louisiana Partner on (504) 584-8597. Feel free to book a quick teleconference with one of our Louisiana 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 Louisiana 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 regions. Louisiana’s top 20 towns with the highest R&D output—such as Baton Rouge, New Orleans, Lafayette, Shreveport, Lake Charles, Metairie, Kenner, Bossier City, Monroe, Alexandria, Houma, Mandeville, Slidell, Prairieville, New Iberia, Ruston, Hammond, Natchitoches, Sulphur, and Zachary—are home to thriving industries like energy, biotechnology, and advanced manufacturing, where businesses frequently qualify for R&D credits.