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!
Join us for an insightful webinar on tax planning for alternative investments. We will explore the unique tax advantages associated with various investment types, including fee simple ownership, Qualified Opportunity Zones (QOZs), and energy investments in oil, gas, and solar projects.
Don't miss this opportunity to enhance your knowledge and strategies in tax planning for alternative investments. Register now to secure your spot!
- December 4 @ 11am ET
- MYCPE Live Webinar
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
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
We meet with Dave Spence, CPA of Tax Free Tutors to go over Life Insurance Retirement Plan (LIRP) (Indexed Universal Life Policy).
1 CPE provided by CPA Academy
- December 12 @ 10AM CT
- Live Event
