What is this webinar about? This webinar provides an educational session designed specifically for CPAs and Enrolled Agents to understand and claim the Research and Development (R&D) tax credit in New Mexico while earning free CPE credits. Hosted by R&D tax credit specialists, this session aims to help tax professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize benefits for their New Mexico clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents seeking free CPE credits |
| Date & Time | Friday, June 5, 2026 | 12:00 PM – 1:00 PM MT (Mountain Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- CPE Credit & State Guidance: Earn free CPE credits during a comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on New Mexico business implications.
- 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 requirements safely and effectively.











