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 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
Business owners are missing a powerful strategy that could deliver $65,000+ in additional tax-advantaged benefits annually. While most advisors stop at traditional 401(k)s and profit sharing, elite practitioners are layering in the forgotten 401(h) account to transform retirement planning into a comprehensive wealth-building system.
- December 11 @ 11pm CT
- Live Event
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
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
