UPCOMING LIVE WEBINAR

Answer Capsule: Vermont R&D Tax Credit Webinar for CPAs and CFPs

What is this webinar about? This webinar is an educational session designed specifically for CPAs, Enrolled Agents, and CFPs to gain free CPE and CE credits while they learn about the Research and Development (R&D) tax credit in Vermont. 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 clients in Vermont.

Webinar Detail	Information
Target Audience	CPAs, CFPs, and Enrolled Agents seeking CPE/CE credits
Date & Time	Monday, 4 January 2027 \| 2:00 PM – 3:00 PM ET (Eastern Time)
Webinar Hosts	Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

State-Specific Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Vermont regulations.
Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) for client portfolios.
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while earning professional continuing education credits.

UPCOMING LIVE WEBINAR

VERMONT 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: Burlington, South Burlington, Rutland, Barre and Montpelier.

WEBINAR DETAILS

Title: Vermont 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

Join the Webinar Here

Youtube Channel

Ask a Question Here

Click Here to Access the Participation Form

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 Vermont Partner on (802) 778-1133. Feel free to book a quick teleconference with one of our Vermont 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.

Logos-to-use

Schedule a Teleconference

Certified Financial Planners (CFPs) in Vermont can significantly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes by gaining valuable insights into tax-saving strategies for their clients, particularly those in high-innovation regions. Towns like Burlington, South Burlington, Essex, Colchester, Williston, Shelburne, Milton, St. Albans, Middlebury, Rutland, Barre, Montpelier, Winooski, Hartford, Bennington, Brattleboro, Springfield, Newport, St. Johnsbury, and Lyndon are hubs of R&D activity, housing tech startups, manufacturing firms, and academic institutions that may qualify for R&D credits. By understanding these incentives, CFPs can help businesses and individuals in these towns maximize deductions, improve cash flow, and reinvest in growth.