Training and Continuing
Professional Education (CPE)

Reinforce your role as trusted advisor.

Tri-Merit provides complimentary training and continuing professional education (CPE) to CPAs, firm partners, managers and their teams who specialize in tax.

We do this because we know that staying up to date on the latest IRS rules and regulations relative to the R&D tax credit, cost segregation and other engineering-based tax incentives is a critical component for CPAs who serve as advisors to their clients.

Finance professionals who oversee financial operations in industries such as manufacturing, engineering services, technology, software development and more can also benefit from this training.

Customized Training to Meet Your Specialty Tax Needs

The operational issues that surround tax credit studies can be complex at best. Tri-Merit understands the importance of education that gives you the confidence to advise your clients or internal teams at a high level.

Our training is customized to your specific needs, but all CPAs who participate will develop a better understanding of:

  • The types of businesses and relevant business activity that is likely to qualify
  • The type of documentation that is required to support a claim
  • How much time and resources you and your clients can expect to spend performing a tax credit study
  • The most effective way to prepare for, and deal with, an IRS audit

No-Cost CPE Available in Person or Online

Busy schedules and limited resources often make attending industry conferences and off-site training cost prohibitive for your entire team. This in turn makes it difficult to keep up on CPE credit hours.

Tri-Merit has the resources to bring its complimentary CPE training directly to your home office, or we can deliver on-demand webinars that can be viewed at multiple locations.

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Ready to schedule free training for your firm?