What is this webinar about? This webinar provides an essential educational session designed specifically for CPAs and Enrolled Agents to understand the Research and Development (R&D) tax credit in North Carolina while earning free CPE credits. Hosted by R&D tax credit specialists, this session equips professionals with the knowledge to guide North Carolina-based innovators through the 4-part test, correctly substantiate qualifying research activities, and maximize tax savings for their clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents in North Carolina |
| Date & Time | Friday, 10 July 2026 | 2:00 PM – 3:00 PM ET (Eastern Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- Free CPE Credits: Details on how to claim your continuing professional education credits by attending this session.
- Step-by-Step State Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on North Carolina 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 and NCDOR requirements safely and effectively.











