What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs and Enrolled Agents to earn free CPE credits while understanding and claiming the Research and Development (R&D) tax credit in New York. Hosted by R&D tax credit specialists, this session aims to help financial professionals advise New York-based innovators, understand the 4-part test, correctly substantiate qualifying research activities, and maximize cash flow reinvestments for their clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents in New York Seeking Free CPE Credits |
| Date & Time | Thursday, 14 January 2027 | 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 CPAs.
- Earn Free CPE Credits: Gain valuable continuing professional education credits while identifying Qualifying Research Expenses (QREs) for your clients.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and New York state requirements safely and effectively.











