What is this webinar about? This webinar is specifically designed for CPAs and Enrolled Agents to gain free CPE credits while they learn about claiming the Research and Development (R&D) tax credit in New York. Hosted by R&D tax credit specialists, this session aims to help New York-based tax professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize cash flow reinvestments for their clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs, Enrolled Agents, and Tax Professionals in New York |
| Date & Time | Thursday, October 8, 2026 | 2:00 PM – 3:00 PM ET (Eastern Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- State-Specific CPA Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on New York business implications for your clients.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to ensure accurate filings.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and New York State requirements safely and effectively while earning CPE credits.











