What is this webinar about? This webinar provides an essential guide designed specifically for CPAs and enrolled agents to get free CPE credits while they learn about the Research and Development (R&D) tax credit in Wisconsin. Hosted by R&D tax credit specialists, this session aims to help Wisconsin-based 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 in Wisconsin |
| Date & Time | Tuesday, 28 July 2026 | 1:00 PM – 2:00 PM CT (Central 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 Wisconsin business implications.
- Identify Qualifying Activities: Breakdowns on defining the 4-Part Test and pinpointing Qualifying Research Expenses (QREs).
- Compliance & Documentation: Expert insights on substantiating claims to satisfy IRS requirements safely and effectively while earning free CPE credits.











