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Education & CPE: Effective, Hands-On Training That Fits Your Schedule and Your Budget

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Save your seat in Becker’s new Open Enrollment Staff Level Training (SLT) and take part in expert-led tax or audit training with engaging case studies and hands-on exercises and earn up to 20 CPE credits! 

Sponsored By: Becker

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Insurance: CPAdirectory members have access to discounted auto and home insurance

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At CPAdirectory, we think it's a good thing to provide our members with access to programs they may find valuable, including one for auto insurance from Farmers GroupSelect℠. Through this program, others have saved an average of $661* on their auto insurance by switching.

Sponsored By: Farmers

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EBook: The accounting firms growing fastest all have this in common

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Discover the billing and cash flow strategies helping firms get paid faster and grow smarter.

Sponsored By: 8am™ CPACharge

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Webinars: Free CPE-eligible Webinar: Lead Your Clients to a Successful Business

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Free CPE for CPAs: Learn how to transform financial data into actionable guidance, deepen client relationships, and build a profitable CFO Advisory practice that delivers measurable business results.

Sponsored By: The CFO Project

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Whitepaper: Your roadmap to audit digital transformation

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Free white paper: practical steps to modernize your firm

Sponsored By: Thomson Reuters

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Tools & Technology: Stop Tool-Hopping: See what's new at Canopy (Plus $75)

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Canopy has released massive updates to give you a truly all-in-one experience and consolidate your tech stack.

Sponsored By: Canopy

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Bookkeeping: The Bookkeeping Brand That Was Actually Built for Accountants

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The BooXkeeping franchise opportunity provides everything you need to start, run, and grow a successful bookkeeping business.

Sponsored By: Booxkeeping

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Books: Announcing Business Valuation: Fundamentals, Techniques, and Theory

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Written by leading industry experts, this book is an authoritative and comprehensive how-to guide to valuing private business enterprises. These concepts have been used in training over 25,000 professionals to understand the ins and outs of business valuation. NACVA member discounts are available.

Sponsored By: National Association of Certified Valuators and Analysts (NACVA)

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Tax: The IRS May Owe You Money from COVID

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You could be owed hundreds — or even thousands — in IRS penalties wrongly charged during COVID. A federal court ruled the IRS got it wrong, and they've already refunded $1.2B. But millions haven't collected a cent. Check if you qualify for free with PenaltyBack by TaxNow.

Sponsored By: TaxNow

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AI: Discover AI that stands up to scrutiny

Complex audits. Tight deadlines. One AI platform built for both.

Sponsored By: Thomson Reuters

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AI: From 5 hours to 30 minutes—discover the power of agentic AI

Learn how leading firms are using AI to accelerate research, automate workflows, and reclaim billable hours.

Sponsored By: Thomson Reuters

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Education & CPE: Specialize in Social Security

Looking to enhance your retirement planning expertise? Your solution: pursue the Registered Social Security Analyst® (RSSA®) certification! 

Sponsored By: National Association of Registered Social Security Analysts (NARSSA)

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Education & CPE: Free CPE Course: ChatGPT for Tax Pros — Limited Offer

CPAdirectory and CCH CPELink are giving you free access to the on-demand course: ChatGPT for Tax: A Quick Guide to Successful Tax Research.

Sponsored By: Wolters Kluwer

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News: IRS CP261 Update: What CPAs Should Tell S Corp Owners Now

The IRS has quietly, but significantly, updated the CP261, and the language around reasonable compensation for S Corporation owners is stronger and clearer than ever.


Sponsored By: RCReports

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Social Security: I’m Retiring at 62 This Year With 11-Year-Old Twins. Can They Claim Social Security Using My Benefit?

NARSSA President Martha Shedden is quoted in MarketWatch, providing clarity on how Social Security benefits apply to retirees with minor children.

Sponsored By: National Association of Registered Social Security Analysts (NARSSA)

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Education & CPE: Stand Out as a Trusted Social Security Expert with the RSSA® Designation

Designed for CPAs, the Registered Social Security Analyst® (RSSA®) designation provides advanced training to help clients optimize Social Security benefits as part of comprehensive tax and retirement planning.

Sponsored By: Kaplan

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Webinars: PE Deals In Accounting: Valuations, Structure, Tradeoffs

In this webinar, you’ll hear from firm leaders and industry experts who will share real-world insight into how firms are evaluated, how deals are structured, and the tradeoffs owners should understand before pursuing outside investment.

Sponsored By: Canopy

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Virtual Event: How Firms are Rethinking Reasonable Comp (Quick Video)

It’s a short video and makes the value of repeatable, data-backed approach clear (especially compared to spreadsheets, gut checks and one-off calculations). 

Sponsored By: RCReports

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Staffing: Do you need help this tax season?

Our trusted partner MYCPE ONE, currently support 1,000+ CPA and accounting firms across the U.S. and Canada, helping them build dedicated offshore tax teams ranging from 1 to 20+ staff.

Sponsored By: MYCPE ONE

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Events: CPAs & Tax Pros: Join Us at Medicarians

If you work with retirees, pre-retirees, or self-employed clients, this conference delivers insights that directly impact your tax and advisory work.

Sponsored By: Medicarians

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