What is this webinar about? This webinar provides an in-depth educational session designed specifically for CPAs and Enrolled Agents to understand and claim the Research and Development (R&D) tax credit in Pennsylvania while earning free CPE credits. Hosted by R&D tax credit specialists, this session aims to help financial professionals advise their clients on the 4-part test, correctly substantiate qualifying research activities, and maximize cash flow reinvestments within Pennsylvania.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs, Enrolled Agents, and Financial Professionals in Pennsylvania |
| Date & Time | Wednesday, October 14, 2026 | 2:00 PM – 3:00 PM ET (Eastern Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- Free CPE Credits: Earn continuing professional education credits while enhancing your tax advisory toolkit.
- State-Specific Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Pennsylvania business implications.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively on behalf of your clients.











