Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Education & CPE: Specialize in Social Security Featured
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)
Insurance: CPAdirectory members have access to discounted auto and home insurance Featured
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
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
Business Funding: Help Clients Secure Financing — Even the “Impossible” Deals
Help your clients with their difficult or “impossible” financing needs. No upfront fees. Fees are paid only when the loan closes — and you get paid at closing too.
Sponsored By: CPAdirectory
AI: Master the One Big Beautiful Bill Act with AI-powered tax research
Master the One Big Beautiful Bill Act: Simple AI solutions for complex tax research
Sponsored By: Thomson Reuters
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
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
Webinars: 2026 individual Tax Updates Every Firm Needs To Know
Tax laws change every year, and keeping up can be challenging...even for the most experienced professionals.
Sponsored By: Canopy
Social Security: Seniors on Social Security Could Face $460 Monthly Cut to Benefits
Jim Komoroski, RSSA®, is quoted in Newsweek, offering expert insight into the projected monthly cuts to Social Security benefits should Congress fail to act.
Sponsored By: National Association of Registered Social Security Analysts (NARSSA)
News: The OBBBA Guidance You Need – Now at a Lower Price
Enjoy Savings on These One Big Beautiful Bill Act Resources
Sponsored By: Wolters Kluwer
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
Payment Solution: Learn how 8am CPACharge delivers clarity and confidence for accounting firms.
8am™ CPACharge brings invoices, payments, and reconciliation together in a solution designed to make your day easier from start to finish.
Sponsored By: 8am™ CPACharge
Whitepaper: A clear path forward: the auditor’s guide to digital transformation
Discover how you can use AI, cloud, and blockchain technology for smarter audit practices.
Sponsored By: Thomson Reuters
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
Tools & Technology: 1 CPE Webinar: AI in Excel for Accounting
If you’re buried in spreadsheets, this is for you. Earn 1 free CPE while you watch Jeff Lenning, CPA and Microsoft MVP, show how to build AI‑driven Excel workbooks 5–10x faster within 60 minutes.
Sponsored By: Excel University
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
AI: AI transforms audit workflows today
Stop struggling with low-value work. AI helps automate tasks, reduce risk, and ensure consistent audit quality so you can apply your expertise where it matters most.
Sponsored By: Thomson Reuters
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)
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
Retirement: Help clients save for retirement
With Guideline Pro, you get tools and expertise to help guide clients to a secure retirement. Plus, 4-6 month discounts for each client you sign up
Sponsored By: Guideline
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