.png?width=1419&height=1800&name=img2%20(1).png)
.png?width=1389&height=1800&name=img3%20(1).png)
In this CE Course, we will discuss withdrawals for qualified medical expenses that are tax-free, making HSAs a triple tax-advantaged vehicle, and how individuals can reduce their taxable income by contributing the maximum allowable amount to an HSA while saving for future medical costs.
Join this CE course and learn how, by integrating these strategies, individuals can create a comprehensive tax plan that aligns with their financial goals and maximizes their tax efficiency.
- November 6 @ 11am ET
- MYCPE Live Webinar
See How to Quickly Tax Plan for Your Client
Technology moves fast, and so do we. Join us to see the latest features in action.
✅ No hard sales pitch
✅ No pressure
✅ Just a live, behind-the-scenes look at how TaxPlanIQ is transforming tax advisory
Perfect if you're curious, but not yet ready to book a one-on-one demo.
- November 19 @ 12pm ET
- Live Event
We meet with Jason Ackerman of Wealth Rabbit to talk all things Roth IRA contribution.
CPE Provided by CPA Academy.
- October 30 @ 12 pm CT - 1 pm CT//1 pm ET to 2 pm 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