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Join this CE Webinar to understand why optimal entity selection and participation requirements are indispensable for effectively navigating the IRS tax landscape.
- August 13 @ 4pm EST
- Live MYCPE Webinar
Most accountants think they need more credentials or capacity to grow—but what if the real barrier is mindset? This 2-hour live workshop is designed to help you identify and overcome the internal beliefs holding you back. You’ll explore the habits, hesitations, and self-perceptions that limit your ability to charge more, lead strategic conversations, and fully step into your role as a trusted advisor. Walk away with practical mindset shifts and a supportive framework you can use right away.
- August 27 @ 12-2pm EST
- Live Webinar
Join us for this Month's Strategy Hour
Join us for this month's strategy hour with Justin Baker, Co-Founder & President of Baker Wealth Management, on Estate Planning. This includes Life Insurance strategies such as ILIT, SLAT, and LILP and general planning needs.
- August 28th at 12pm CT
- Live Webinar
Join us at Digital CPA® 2025 in Washington, D.C.!
From December 7-11, 2025, we’ll be at the forefront of innovation in tax and advisory services, connecting with forward-thinking accounting professionals. Explore the latest technology, strategies, and insights that are shaping the future of the profession—this is one event your firm won’t want to miss!
- December 7-11, 2025
- Live Conference