What is this webinar about? This webinar is specifically designed for CPAs and Enrolled Agents to get free CPE credits while learning about the Research and Development (R&D) tax credit in Utah. Hosted by R&D tax credit specialists, this educational session aims to help Utah-focused financial professionals understand the 4-part test, correctly substantiate qualifying research activities, and maximize cash flow reinvestments for their clients.
| Webinar Detail | Information |
|---|---|
| Target Audience | CPAs and Enrolled Agents dealing with Utah businesses |
| Date & Time | Monday, 19 October 2026 | 12:00 PM – 1:00 PM MT (Mountain Time) |
| Webinar Hosts | Jess Doocey & Ebony Kirkpatrick |
Key Takeaways:
- State-Specific Guidance & CPE Credits: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Utah business implications, allowing CPAs and Enrolled Agents to earn free CPE credits.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) to effectively assist clients.
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively.











