UPCOMING LIVE WEBINAR

Answer Capsule: Maryland R&D Tax Credit Webinar for CPAs and CFPs

What is this webinar about? This specialized webinar is designed for CPAs, Enrolled Agents, and Certified Financial Planners (CFPs) to earn free CE/CPE credits while mastering the complexities of the Research and Development (R&D) tax credit in Maryland. Hosted by industry experts, the session covers the Maryland-specific credit application process, federal nexus, and the documentation required to substantiate innovative activities within the state.

Webinar Detail	Information
Target Audience	CPAs, CFPs, Enrolled Agents, and Tax Professionals in Maryland
Date & Time	Wednesday, October 6, 2027 \| 2:00 PM – 3:00 PM ET (Eastern Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

Maryland Credit Mechanics: In-depth analysis of the Maryland R&D tax credit application deadlines and statutory requirements.
Professional Credits: Learn how to claim free CE/CPE credits by participating in this technical update on state-level tax incentives.
Strategic Documentation: Best practices for CPAs to document the 4-part test for Maryland-based clients to ensure audit readiness.

UPCOMING LIVE WEBINAR

MARYLAND 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: Baltimore, Frederick, Rockville, Gaithersburg, Bowie, Hagerstown, Annapolis, College Park, Salisbury and Laurel.

WEBINAR DETAILS

Title: Maryland 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

Join the Webinar Here

Ask a Question Here

Click Here to Access the Participation Form

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 Maryland Partner on (443) 687-8701. Feel free to book a quick teleconference with one of our Maryland 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.

Logos-to-use

Schedule a Teleconference

Certified Financial Planners (CFPs) in Maryland can greatly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes, particularly when serving clients in high-innovation areas. By understanding the R&D tax credit’s nuances, CFPs can help businesses in top R&D-producing towns—such as Rockville, Gaithersburg, Columbia, Bethesda, Frederick, Ellicott City, Germantown, Annapolis, Silver Spring, Towson, Baltimore, Bel Air, Severna Park, Owings Mills, Catonsville, Clarksville, Potomac, Laurel, Pikesville, and Hagerstown—maximize their tax savings and reinvest in growth. Staying informed allows CFPs to provide strategic advice, ensure compliance, and identify overlooked opportunities, enhancing their value to clients in Maryland’s most innovative regions.