UPCOMING LIVE WEBINAR

Answer Capsule: Massachusetts R&D Tax Credit Webinar for CFPs

What is this webinar about? This educational session is specifically designed for Certified Financial Planners (CFPs) to earn free CE credits while gaining a comprehensive understanding of the Massachusetts Research and Development (R&D) tax credit. Hosted by industry experts, the webinar covers state-specific eligibility requirements, the 4-part test for qualifying activities, and strategies to help clients maximize their tax savings through innovative business practices in Massachusetts.

Webinar Detail	Information
Target Audience	Certified Financial Planners (CFPs) and Financial Advisors in Massachusetts
Date & Time	Wednesday, 21 October 2026 \| 2:00 PM – 3:00 PM ET (Eastern Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

State-Specific Incentives: In-depth analysis of the Massachusetts R&D tax credit landscape and how it integrates with federal credits.
CFP Continuing Education: Gain valuable CE credits while learning to identify Qualifying Research Expenses (QREs) within client portfolios.
Compliance Excellence: Proven methodologies for documenting claims to ensure technical and financial substantiation meets IRS and state standards.

UPCOMING LIVE WEBINAR

MASSACHUSETTS 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: Boston, Worcester, Springfield, Lowell, Cambridge, New Bedford, Brockton, Quincy, Lynn and Fall River.

WEBINAR DETAILS

Title: Massachusetts 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 Massachusetts Partner on (857) 347-5915. Feel free to book a quick teleconference with one of our Massachusetts 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 Massachusetts can greatly benefit from attending the R&D Tax Credit webinar and staying current with IRS regulations and tax law changes, especially when serving clients in high-innovation regions. Towns like Cambridge, Boston, Waltham, Newton, Lexington, Burlington, Bedford, Andover, Acton, Framingham, Natick, Wellesley, Needham, Marlborough, Quincy, Woburn, Lowell, Worcester, Beverly, and Danvers are among the state’s top 20 for R&D output, home to thriving biotech, tech, and engineering firms. By understanding R&D tax credits, CFPs can help businesses in these towns maximize deductions, improve cash flow, and reinvest in growth. Staying informed ensures advisors provide accurate, strategic guidance, enhancing client trust and positioning themselves as experts in tax-efficient financial planning.