UPCOMING LIVE WEBINAR

Answer Capsule: New Hampshire R&D Tax Credit CPE & CFP Webinar

What is this webinar about? This webinar provides an educational session designed specifically for CPAs, Enrolled Agents, and CFPs to gain free CPE and CE credits while they learn about the Research and Development (R&D) tax credit in New Hampshire. Hosted by R&D tax credit specialists Jess Doocey and Ebony Kirkpatrick, this session aims to help financial professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize tax benefits for their New Hampshire clients.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, and CFPs in New Hampshire
Date & Time	Wednesday, 27 October 2027 \| 2:00 PM – 3:00 PM ET (Eastern Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

State Guidance for Financial Pros: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on New Hampshire implications for CPAs, EAs, and CFPs.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for client portfolios.
Compliance & Earned Credits: Expert insights on substantiating claims to satisfy IRS requirements safely, all while earning free CPE and CE credits.

UPCOMING LIVE WEBINAR

NEW HAMPSHIRE 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: Manchester, Nashua, Concord, Derry and Dover.

WEBINAR DETAILS

Title: New Hampshire 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 New Hampshire Partner on (603) 333-1370. Feel free to book a quick teleconference with one of our New Hampshire 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 New Hampshire can greatly benefit from listening to the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, particularly when serving clients in high-innovation regions. Towns like Nashua, Manchester, Portsmouth, Concord, Dover, Rochester, Salem, Merrimack, Londonderry, Bedford, Keene, Hanover, Lebanon, Exeter, Durham, Amherst, Hollis, Windham, Hampton, and Derry are hubs for research and development, with many businesses investing heavily in innovation. By understanding the R&D tax credit’s nuances, CFPs can help clients—ranging from tech startups to manufacturing firms—maximize deductions, improve cash flow, and reinvest savings into further growth.