What is this webinar about? This webinar is designed specifically for CPAs and Enrolled Agents to earn free CPE credits while learning how to evaluate and claim the Research and Development (R&D) tax credit in Ohio. Hosted by R&D tax credit specialists, this session aims to help tax professionals in Ohio understand the 4-part test, correctly substantiate qualifying research activities for their clients, and maximize federal and state tax savings.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents in Ohio |
| Date & Time | Friday, 9 October 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 and CPA advisory.
- Identify Qualifying Activities: Breakdowns on defining the IRS 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for client portfolios.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and Ohio Department of Taxation requirements safely and effectively.











