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 Bridging the Gap Conference 2025 in Denver, CO!
This year’s theme, “Expedition Innovation: Charting New Paths in People, Technology, and Practice,” delivers inspiring keynotes, hands-on workshops, and unmatched networking opportunities. Earn CPE & CE credits while connecting with industry leaders and exploring the latest trends shaping the future of accounting!
- July 22-24, 2025
- Live Conference
Join us for a timely, practical webinar breaking down the key provisions of the new legislation (a.k.a. the “Big Beautiful Bill”)—and how you can proactively use them to deliver real savings and value to your clients.
- July 25, 2025 @ 12-1:30pm ET
- Live Webinar
Join us for a live webinar where you’ll learn the exact process top accountants use to land high-value tax planning clients quickly and confidently. You’ll walk away with a proven 2-text outreach method, a discovery call framework that leads to $10K–$25K proposals, the one-slide close that shifts pricing objections, and a 90-day implementation system that drives long-term client success.
- August 7, 2025 @ 12PM EST/ 9AM PT
- Live Webinar
Most accountants think they need more credentials or capacity to grow—but what if the real barrier is mindset? This 2-hour live workshop is designed to help you identify and overcome the internal beliefs holding you back. You’ll explore the habits, hesitations, and self-perceptions that limit your ability to charge more, lead strategic conversations, and fully step into your role as a trusted advisor. Walk away with practical mindset shifts and a supportive framework you can use right away.
- August 27 @ 12-2pm EST
- Live Webinar
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