UPCOMING LIVE WEBINAR

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

What is this webinar about? This webinar provides an essential guide designed specifically for CPAs, Enrolled Agents, and CFPs to learn about the Research and Development (R&D) tax credit in Virginia while earning free CPE/CE credits. Hosted by R&D tax credit specialists, this session aims to help tax professionals and financial advisors understand the 4-part test, correctly substantiate qualifying research activities for their Virginia-based clients, and maximize tax savings.

Webinar Detail Information
Target Audience CPAs, Enrolled Agents, CFPs, and Tax Professionals in Virginia
Date & Time Friday, 12 November 2027 | 2:00 PM – 3:00 PM ET (Eastern Time)
Webinar Hosts Jess Doocey & Ebony Kirkpatrick

Key Takeaways:

  • Virginia State Guidance: Comprehensive walkthrough of federal and state-level R&D tax credits focusing explicitly on Virginia tax implications and client opportunities.
  • Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs) across common Virginia industries.
  • Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively, while earning free CPE/CE credits.

UPCOMING LIVE WEBINAR

VIRGINIA 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: Virginia Beach, Norfolk, Chesapeake, Richmond, Newport News, Alexandria, Hampton, Roanoke, Portsmouth and Suffolk.

WEBINAR DETAILS

Webinar Title: Virginia 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

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 Virginia Partner on (804) 773-3219. Feel free to book a quick teleconference with one of our Virginia 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

  1. We are certified to the  ISO31000:2009 Risk Management standard
  2. We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
  3. We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
  4. We have an rated A+ with the Better Businese Beureau
  5. Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
  6. Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
  7. 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 Financial Planners (CFPs) in Virginia can significantly 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. By understanding the R&D tax credit’s nuances, CFPs can help businesses in top R&D-producing towns—such as Arlington, Alexandria, Richmond, McLean, Reston, Tysons, Herndon, Leesburg, Charlottesville, Blacksburg, Roanoke, Norfolk, Virginia Beach, Newport News, Fairfax, Manassas, Fredericksburg, Danville, Lynchburg, and Harrisonburg—maximize their tax savings and reinvest in growth. Staying informed ensures CFPs provide strategic advice on qualifying expenses, documentation requirements, and legislative updates, enhancing their value to tech firms, manufacturers, and research-driven enterprises.

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