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Feat Image - October Summit 2026 (2)

The Tax Advisory Summit: Half the Clients, Twice the Revenue

Join the free virtual Tax Advisory Summit on October 30. See how accountants build higher-revenue tax planning firms. 

  • October 30 @ 10AM to 5PM EST
  • Live Webinar
Strategy Hour Feat Image Defined Benefit & Cash Balance Plans Nov 2026

Defined Benefit & Cash Balance Plans: How Business Owner Clients Can Unlock Large Deductions and Build Tax-Deferred Retirement Wealth

Join us for a live, one-hour session where we walk you through everything you need to know about Defined Benefits & Cash Balance Plans

  • November 4 @ 12PM EST
  • Live Webinar

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