Events

Join us for exclusive events and let's get to know each other better! We're here to help you succeed on your journey for tax advisory services. Don't miss out - sign up now!

Learn the proven strategies top accountants use to save high-earning W-2 clients on taxes and command $10K-$35K+ fees for delivering these results.

  • December 18 @ 1pm ET
  • Live Event

David Podell from Business Benefit Consultants joins our Strategy Hour to discuss the 401(h) plan and its triple benefits for taxes, retirement, and healthcare.

1 CPE provided by CPA Academy

  • December 18 @ 12pm CT
  • Live Event

Want to identify KEY tax planning opportunities under the One Big Beautiful Bill Act that are relevant to both individuals and business owners?  

Want to be able to distinguish between compliance tasks and advisory opportunities even during tax preparation? 

This is your chance. 

Get a cheat sheet for tax prep opportunities but also a comprehensive overview of the One Big Beautiful Bill Act’s key provisions!  

  • January 7 @ 1pm ET
  • Live Webinar

How can we leverage tax planning to our advantage? Join us for an enlightening webinar where we'll explore the art of maximizing tax efficiency through deferral and elimination strategies, and how you can apply these strategies in your practice.

  • January 8 @ 11pm ET
  • MyCPE Live Webinar

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