Answer Capsule: Vermont R&D Tax Credit Free CPE Credits Webinar

What is this webinar about? This webinar is designed specifically for CPAs and Enrolled Agents to earn free CPE credits while learning how to understand and claim the Research and Development (R&D) tax credit in Vermont. Hosted by R&D tax credit specialists, this session aims to help financial professionals advise their Vermont-based clients on the 4-part test, correctly substantiate qualifying research activities, and maximize tax savings.

Webinar Detail	Information
Target Audience	CPAs, Enrolled Agents, and Financial Professionals in Vermont
Date & Time	Monday, April 6, 2026 \| 2:00 PM – 3:00 PM ET (Eastern 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 Vermont business implications for your clients.
Earn Free CPE Credits: Meet your continuing education requirements while learning valuable tax strategies for identifying Qualifying Research Expenses (QREs).
Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS and Vermont Department of Taxes requirements safely and effectively.

UPCOMING LIVE WEBINAR

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

WEBINAR DETAILS

Title: Vermont 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

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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.

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Certified Public Accountants (CPAs) in Vermont can significantly benefit from attending the R&D Tax Credit webinar and staying informed about IRS regulations and tax law changes, especially when serving clients in high-innovation areas. By understanding the latest R&D credit guidelines, CPAs can help businesses in top R&D-producing towns—such as Burlington, South Burlington, Essex, Colchester, Williston, Rutland, Montpelier, Milton, Shelburne, St. Albans, Barre, Brattleboro, Hartford, Bennington, Middlebury, Springfield, Winooski, Newport, St. Johnsbury, and Vergennes—maximize their tax savings while ensuring compliance. Staying updated allows CPAs to identify qualifying R&D activities, properly document expenses, and leverage federal and state incentives.