What is this webinar about? This educational webinar is specifically designed for CPAs and Enrolled Agents to earn free CPE credits while learning about the Research and Development (R&D) tax credit in Utah. 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 savings for their Utah-based clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents in Utah |
| Date & Time | Thursday, 23 July 2026 | 12:00 PM – 1:00 PM MT (Mountain Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- Earn Free CPE Credits: Gain valuable continuing professional education credits while mastering the federal and Utah state-level R&D tax credits.
- 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.











