R&D Tax Credit Training for CFPs

Date & Time: May 21, 2020 at 10:00am CT   |   Duration: 60 Minutes

R&D Tax Credits: 80% of companies that qualify and dont claim!  Every year, companies throw away thousands or even hundreds of thousands of dollars because of simple misunderstandings surrounding the research and development (R&D) tax credit. Amendment claims can go back three years and in most situations produce sizable refunds for past R&D activities.


Title: R&D Tax Credit Training for CFPs

Date: Thursday, May 21, 2020

Time: 10:00am – 11:00am Central Time

Cost: FREE

CE credits: worth one hour

Knowledge Level: Basic*

Field of Study: Taxation

*No previous education, experience or advanced prep needed.

Learning objectives include:

  • Understand the R&D Tax Credit legislation
  • Identify Qualifying Research Activities
  • Define the 4-Part Test
  • How to substantiate activities through documentation
  • Identify Qualifying Research Expenses
  • Swanson Reed & CFP Relationships

For any questions, please contact us at techsupport@swansonreed.com.