Resources

Books: Resources to stay current on U.S. Federal Taxation

Browse and shop RIA tax resources. Check out our most popular products that give you everything you need to keep you up to speed on U.S. Federal Taxation. This includes the Federal Tax Handbook, Federal Tax Coordinator, Complete Internal Revenue Code and more!

Sponsored By: Thomson Reuters

Cryptocurrency: Buying and selling crypto, made simple

If you haven’t started building a crypto portfolio yet, now is a good time. We recommend Gemini to buy, sell and store crypto. It’s a simple, secure, and reliable exchange, and it offers an app with a number of helpful tools for new investors and advanced traders.

Sponsored By: Gemini

Webinars: 2021 Audit Predictions

This year has been rich in challenges for auditors. The global pandemic and its aftermaths have increased audit risks and changed the way audits are conducted in many fundamental ways. Understand how the audit profession is rapidly evolving and the opportunities still ahead. Tues.12/8 @ 2-3 PM EST

Sponsored By: Thomson Reuters

Clients: Free Video To Help Your Clients Better Prepare For Next Tax Season

Customize this free video with your logo, firm information, and more. It is easy to use and you can add this to your marketing and social media campaigns. No obligation or credit card needed, just a free video to help you acquire and retain clients!

Sponsored By: Tenenz

Payment Solution: Sign up by 11/30 and pay no monthly program fee for 12 months!

Sign up by November 30th and pay no monthly program fee for one whole year! Let CPACharge help you make the jump to online payments and drive cash flow in your firm so that you can end the year on strong financial footing. It’s easy to get started—don’t miss out on this once a year offer.

Sponsored By: CPACharge

Virtual Event: Don’t Miss Our Popular Virtual Advisory Series

Join our experts and guest practitioners for this exclusive six-episode series where we’ll explore the steps you can take now to fully develop a successful advisory practice, become a responsive and trusted partner for your clients. Plus, earn up to 8 CPE credits.

Sponsored By: Thomson Reuters

Books: Newly Released Federal Tax Handbook 2021 Edition

Don't miss out on another year of authoritative guidance from Thomson Reuters. The NEW edition includes legislative updates and key information on the latest regulations, rulings, and revenue procedures, as well as precise explanations about changes that could impact your business or your clients.

Sponsored By: Thomson Reuters

Business Opportunities: A Partner Program To Grow Your Practice

It's time to take a giant step forward and consider joining the Loyalty Business Services franchise and affiliate program. Partner with Loyalty Business Services to provide your clients with accounting, tax, payroll and advisory services. Learn more about this opportunity with annuity based value.

Sponsored By: Loyalty Brands

Self-Study: Earn 15.5 CPE Credits While Becoming A Social Security Expert

Take our 5-module, online self-study course giving you Social Security and Medicare knowledge to support your clients. Upon completion of the course, you have the option to take the competency exam. When you pass, you will earn your credential as a Registered Social Security Analyst (RSSA®).

Sponsored By: NARSSA

Report: Year-End Tax Planning for 2020

How do the new tax rules enacted due to COVID-19 impact me?  What should we do or not do with assets before year end? What deductions should my businesses plan for now? Ensure you have the answers you need to these questions and more in this handy and time-sensitive special report. 

Sponsored By: Thomson Reuters

Business Opportunities: Grow Your Business With Us

Now is the time to grow. It's time to take a giant step forward and consider joining the Loyalty Business Services franchise and affiliate program opportunity. This is a personal entrepreneurial business, with annuity based value. We have something for everyone and we will support you in many ways.

Sponsored By: Loyalty Brands

Whitepaper: 5 tips to make next tax season your best one yet

In Get Ready for Your Best Tax Season Yet our experts examine five important steps you can take, along with actionable insights and key takeaways, to turn 2020 challenges into 2021 opportunities and ensure the upcoming tax season is your best one yet.

Sponsored By: Thomson Reuters

Guide: 6 Ways to Run a More Profitable Business

Increased profits are both a top success factor, and a major source of anxiety for 2020. With modern strategies, tools and techniques, companies at any level of maturation can achieve their earnings goals. Download this guide to learn six profit-building techniques.

Sponsored By: Oracle NetSuite

Books: Customer Favorite PPC Guides - Order Yours Today

Sponsored By: Thomson Reuters

Webinars: 2020 Year-End Planning — Advising your clients in turbulent times

Year-end planning for 2020 takes place against the backdrop of COVID-19 which has caused changes in the rules for both individuals and businesses. Join us as, Michel Sonnenblick, J.D., LL.M., Senior Editor/Author for Thomson Reuters, discusses year-end planning strategies. Tuesday 12/1 @ 3-4 PM EST

Sponsored By: Thomson Reuters

Payroll: Join OnPay's Partner Program - The Best Payroll For Accountants & Bookkeepers

Join our Partner Program and get more revenue and free payroll for your firm! We combine 30+ years of payroll experience with the latest technology to give you payroll you can always rely on. Book a demo to learn more or sign up for our Partner Program today.

Sponsored By: OnPay

Webinars: 2020 Tax Laws: CARES, SECURE, PPP Loans & More

2020 brought an alphabet soup of new legislation. You have the opportunity to earn 3.5 CPE while attending a webinar that breaks down the various Acts and tax-related provisions to equip you with the information you need to work with and advise your tax clients. Monday 11/23 @ 1PM CST

Sponsored By: University of Illinois Tax School

Virtual Event: SYNERGY Conference 2020 for tax and accounting firms - Attend from home!

Join our digital gathering on November 10-13, 2020. Attend educational sessions and learn from industry experts. Spend four days earning CPE credit, getting hands-on training, learning about technology updates, and being inspired by your peers and industry leaders.

Sponsored By: Thomson Reuters

Tools & Technology: Help your clients thrive

With Sage Accounting, you can manage your clients’ data in real-time, all with a simple, straightforward and beautiful experience. Sage Accounting helps you and your clients manage their invoicing, cash flow, taxes, payments and more from any device, through the cloud.

Sponsored By: Sage

E-Newsletter: Free Monthly Social Security Newsletter

Our mission is to help Americans get the maximum Social Security income they are entitled to, enabling them to enjoy their lives more fully. In our monthly newsletter, we share top stories and resources focused on Social Security and retirement. Sign up for free today.

Sponsored By: NARSSA