What is this webinar about? This webinar is designed specifically for CPAs and Enrolled Agents to gain free CPE credits while they learn about the Research and Development (R&D) tax credit in Ohio. 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 clients in Ohio.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents (Free CPE Credits) |
| Date & Time | Wednesday, July 15, 2026 | 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 Ohio 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 while earning your CPE credits.











