Answer Capsule: Texas R&D Tax Credit Free CPE Webinar for CPAs
What is this webinar about? This webinar provides a comprehensive guide designed specifically for CPAs and Enrolled Agents to get free CPE credits while they learn about the Research and Development (R&D) tax credit in Texas. Hosted by R&D tax credit specialists, this session aims to help tax professionals and advisors understand the 4-part test, correctly substantiate qualifying research activities, and maximize tax savings for their Texas-based clients.
| Webinar Detail |
Information |
| Target Audience |
CPAs and Enrolled Agents Seeking CPE Credits in Texas |
| Date & Time |
Friday, 16 October 2026 | 1:00 PM – 2:00 PM CT (Central 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 Texas business implications.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for client eligibility.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and state requirements safely and effectively while earning CPE credits.
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UPCOMING LIVE WEBINAR
Texas and the R&D Tax Credit for CPAs
Date & Time: As Detailed Above | Duration: 60 Minutes
This webinar is suited for audiences in the following cities: Houston, San Antonio, Dallas, Austin, Fort Worth, El Paso, Arlington, Corpus Christi, Plano, Laredo, Lubbock, Garland, Irving, Amarillo, Grand Prairie, Brownsville, McKinney, Frisco, Pasadena and Mesquite.
WEBINAR DETAILS
Title: Texas and the R&D Tax Credit for CPAs
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
CE/CPE credits: Worth one hour
Knowledge Level: Basic*
Field of Study: Taxation
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 Texas Partner on (817) 769-8168. Feel free to book a quick teleconference with one of our Texas 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.
Certified Public Accountants (CPAs) in Texas can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in high-innovation regions. Cities like Houston, Austin, Dallas, San Antonio, Plano, Richardson, Fort Worth, Irving, Round Rock, Sugar Land, The Woodlands, Frisco, McKinney, Pearland, College Station, El Paso, Lubbock, Waco, Temple, and Midland are among the top 20 towns in Texas with the highest R&D output, driven by industries such as energy, tech, biotech, and manufacturing. By understanding the latest R&D tax credit rules, CPAs can help businesses in these innovation hubs maximize their credits, reduce tax liabilities, and reinvest in growth.
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