Resources

Guide: 2022 Strategic Planning Guide for tax and accounting firms

Learn to create a strategic plan and find supporting information for accomplishing your objectives around recruiting and retaining staff, information security in the age of remote work, improving client relationships, and expanding your practice to include advisory.

Sponsored By: Thomson Reuters

Webinars: Payroll tax compliance: 2021 and 2022 legislative update

In this free webcast, we’ll discuss several topics you need to know to prepare for year-end processing, as well as the latest federal and state payroll changes and proposals for 2022. 

Sponsored By: Thomson Reuters

Books: 25% off all books from Wolters Kluwer

The latest editions and titles are now available on most publications, just in time for you to take advantage of Black Friday deals. Jumpstart savings on titles including U.S. Master Tax Guide (2022) and Multistate Tax Guide to Pass-Through Entities (2022).

Sponsored By: Wolters Kluwer

Whitepaper: How to modernize your audit practice

This white paper explores how you can embrace the cloud to facilitate the modern audit, improve efficiencies with audit workflow, strengthen data security practices, and attract and retain talent in a challenging environment.

Sponsored By: Thomson Reuters

Webinars: You're Invited: Proactive Year-end Planning for 2022 and Beyond

Join a conversation with three advisory firms who made accelerated changes to adapt to the COVID-19 accounting landscape. Hear how they’ve managed to shift business models amid external chaos, keep staff engaged, & how they’ve used the pandemic as an opportunity to showcase the value of their firms.

Sponsored By: Thomson Reuters

Webinars: Upgrade your tax workflow from good to great

How does your firm currently manage tax workflows in an increasingly virtual environment, and is there an opportunity to improve your procedures. Join us for an engaging discussion with Sean Roach & Associates, PC about what they did to upgrade their firm’s workflow technology.

Sponsored By: Thomson Reuters

Clients: Use this free video for client retention and acquiring new clients

Free 2021 Tax Highlights Video:

• Customized for your firm with logo, firm info and more.
• Easy-to-use in all of your marketing including social media!
• No obligation or credit card. Start using your FREE VIDEO today.

Sponsored By: Tenenz

Payment Solution: No Monthly Fee Until 2023

CPACharge wants to help set you up for success in the new year. That’s why we’re offering an opportunity to try our trusted online payment solution with no monthly program fee until 2023. Offer ends November 30.

Sponsored By: CPACharge

Your Business: CPAs: Maximize your earnings with Paro

Paro provides flexible finance & accounting solutions to businesses via our highly vetted expert network. CPAs can earn up to $10K per month working fractionally for top CPA firms this spring. Join our network & freelance with Paro.

Sponsored By: Paro

Self-Study: The IRS Practice Series Certificate Program - 22 CPE

Go beyond the fundamentals of tax practice and into areas where skill and finesse are required. This updated 11-course bundle is designed for all tax practitioners who want to protect their clients from IRS audit actions. 

Sponsored By: Wolters Kluwer

Guide: PPC's Guide to Homeowners' Associations and Other Realty Associations

PPC's Guide to Homeowners' Associations and Other Common Interest Realty Associations is the most comprehensive Guide ever written about homeowners' associations, condominium associations, cooperative housing corporations, and time-share developments. 

Sponsored By: Thomson Reuters

Webinars: Audit 2022 Outlook: The health of the audit profession

The pandemic and its aftermaths have increased audit risks and changed the way audits are conducted in many fundamental ways. We invite you to watch this on demand webcast as we dive into the specific improvements and pitfalls that firms have experienced with the recent changes in how we work.

Sponsored By: Thomson Reuters

Webinars: Outsourcing for Firms: How Doing Less Can Lead to More

Join Thomson Reuters to learn how your firm can outsource the day-to-day tasks of accountants to focus on growth and hear from a firm that benefitted from doing so. 

Sponsored By: Thomson Reuters

Education & CPE: Excel University 124-CPE Training Pass

Learn Excel here and join students who have saved 100,000+ hours by delegating manual tasks to Excel. 124 CPE for only $490. Less than $4 per credit hour

Sponsored By: Excel University

Books: Checkpoint Federal Tax Handbook

Designed to provide quick and easy answers to critical tax questions, the Checkpoint Federal Tax Handbook offers comprehensive, insightful guidance on federal tax law, including the latest regulations, rulings, and revenue procedures. Find trusted answers!

Sponsored By: Thomson Reuters

EBook: Save up to 10% on ProView Tax eBook Quickfinder Customer Favorite Libraries

The Quickfinder Customer Favorite Libraries are made up of selected titles to help professionals deal with a variety of tax situations. Choose from the libraries that best suits your needs.

Sponsored By: Thomson Reuters

Cryptocurrency: Open a Gemini Account to buy Bitcoin

Don't miss out on Bitcoin and the opportunity to become an expert for your clients. Learn more about Bitcoin and cryptocurrency by signing up for a Gemini account today. Access the latest resources, webinars, news, education and trading.

Sponsored By: Gemini

Payment Solution: The best time to try CPACharge

See for yourself why CPACharge is trusted by over 150,000 successful professionals, recommended by 35+ state CPA societies, and is the only payment solution offered as an AICPA Member Discount partner.

Sponsored By: CPACharge

Webinars: Upgrade your tax workflow from good to great

How does your firm currently manage tax workflows in an increasing virtual environment and is there an opportunity to improve your procedures?  This session will provide a closer look at workflow solutions that can improve the overall performance of your firm.

Sponsored By: Thomson Reuters

Virtual Event: Corporate Financial Reporting Insights Conference

At FEI’s Corporate Financial Reporting Insights (CFRI) Conference, held virtually on November 2, 4, 9, 11, 16 and 18, join top regulators from the U.S. SEC, FASB, PCAOB and meet finance leaders from prominent companies as they discuss the latest developments in rule-making and standard setting. 

Sponsored By: Financial Executives International