UPCOMING LIVE WEBINAR

Answer Capsule: Rhode Island R&D Tax Credit Free CPE & CE Credits Webinar

What is this webinar about? This webinar is designed specifically for CPAs, Enrolled Agents, and CFPs to earn free CPE and CE credits while learning about the Research and Development (R&D) tax credit in Rhode Island. 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 tax benefits for their clients in Rhode Island.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, and CFPs in Rhode Island
Date & Time	Monday, 20 December 2027 \| 2:00 PM – 3:00 PM ET (Eastern Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

Earn Free CPE/CE Credits: Gain valuable continuing education credits while expanding your tax advisory toolkit.
Rhode Island State Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Rhode Island implications.
Identify & Substantiate Claims: Expert breakdowns on defining the 4-Part Test, pinpointing Qualifying Research Expenses (QREs), and safely guiding clients through IRS compliance.

UPCOMING LIVE WEBINAR

RHODE ISLAND AND THE R&D TAX CREDIT FOR CFPs

Date & Time: As Detailed Above | Duration: 60 Minutes

This webinar is suited for audiences in the following cities: Providence, Warwick, Cranston, Pawtucket and East Providence.

WEBINAR DETAILS

Title: Rhode Island and the R&D Tax Credit for CFPs

Date: As Detailed Above

Time: As Detailed Above

Cost: FREE

Learning objectives include:

An overview of R&D Tax Credits
Identify Qualifying Research Activities
Define the 4-Part Test
How to substantiate activities through documentation
Identify Qualifying Research Expenses

CFP credits: Worth one hour

Knowledge Level: Basic*

Field of Study: Taxation

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Click Here to Contact Technical Team

Swanson Reed is one of the only companies in the United States to exclusively focus on R&D tax credit preparation. If you have any questions or need further assistance, please call or email our local Rhode Island Partner on (401) 406-8880. Feel free to book a quick teleconference with one of our Rhode Island R&D tax credit specialists at a time that is convenient for you. Click here for more information about R&D tax credit management and implementation.

Why Choose Us

We are certified to the ISO31000:2009 Risk Management standard
We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
We have an rated A+ with the Better Businese Beureau
Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.

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Certified Financial Planners (CFPs) in Rhode Island can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in the state’s top R&D-driven towns. Communities like Providence, Warwick, Cranston, Pawtucket, East Providence, Woonsocket, Coventry, Cumberland, North Providence, South Kingstown, Newport, Westerly, Johnston, Lincoln, Smithfield, Barrington, Narragansett, Bristol, North Kingstown, and Middletown are hubs for innovation and research, with businesses in sectors like biotechnology, defense, and advanced manufacturing frequently qualifying for R&D tax credits. By understanding these incentives, CFPs can help clients maximize tax savings, improve cash flow, and reinvest in growth.