UPCOMING LIVE WEBINAR

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

What is this webinar about? This webinar is designed specifically for CPAs, enrolled agents, and CFPs to gain free CPE and CE credits while learning about the Research and Development (R&D) tax credit in New Jersey. 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 New Jersey clients.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, and CFPs in New Jersey
Date & Time	Thursday, October 28, 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 New Jersey 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 CPE/CFP credits.

UPCOMING LIVE WEBINAR

NEW JERSEY 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: Newark, Jersey City, Paterson, Elizabeth, Edison, Woodbridge, Lakewood, Toms River, Hamilton and Trenton.

WEBINAR DETAILS

Title: New Jersey 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 Jersey Partner on (609) 900-2488. Feel free to book a quick teleconference with one of our New Jersey 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 Jersey can significantly benefit from attending 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 Princeton, Hoboken, Jersey City, Edison, and Newark lead the state in R&D output, alongside other hubs such as Bridgewater, East Brunswick, Parsippany, Woodbridge, and Piscataway. By understanding the R&D tax credit’s nuances, CFPs can help businesses in these areas—including those in Clifton, Cherry Hill, Trenton, Toms River, and New Brunswick—maximize savings and reinvest in innovation. Additionally, staying informed ensures compliance and strategic planning for clients in Middletown, Union, Camden, Vineland, and Passaic, where R&D activities thrive.