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 this Month's Strategy Hour
Join us for this month's strategy hour with Acen Hansen, Co-Founder & CEO of Legacy Integrated.
- September 25th at 12 pm CT
- Live Webinar - Customer's Only
When you retire, your income usually flows from three possible sources: Social Security benefits, distributions from individual retirement accounts (IRAs) and retirement plans, and funds from savings and other investments.
Join this CPE Course. It will discuss different retirement income sources and tax strategies for creating a robust and resilient financial plan for your retirement years.
- October 9 @ 11am ET
- MYCPE Live Webinar
2026 is coming fast—and so is another tax season.
With the new Big Beautiful Bill passing just months ago, there is still a huge opportunity to help your existing clients with strategic guidance before the New Year.
This exclusive one-day virtual event brings together tax industry leaders, successful practitioners, and tax strategy experts to deliver actionable insights you can implement before 2025 ends to grow your advisory services and increase profitability!
- October 24 @ 10AM - 4PM ET
- 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