Alabama and the R&D Tax Credit for CFPs

Date & Time: Wednesday, July 3, 2024 at 1:00 pm 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: Alabama and the R&D Tax Credit for CFPs

Date: Wednesday, July 3, 2024

Time: 1:00 pm to 2:00 pm Central Time

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

*No previous education, experience or advanced prep needed.

For any questions, please contact us at 884-467-9267 or techsupport@swansonreed.com.