Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Whitepaper: How firms are transforming tax season complexities into opportunity
Free white paper: A retrospective look at the 2020 tax season that provides guidance on how your firm can turn learnings into growth-oriented action
Sponsored By: Thomson Reuters
Whitepaper: Social Security Expertise, The Next New Trend For Financial Professionals
Social Security is a complex program, and the retiring population needs support navigating the tricky claiming decision process. This is an incredible opportunity for you and your business or practice. There are many benefits of becoming a Social Security expert.
Sponsored By: Registered Social Security Analysts (RSSA)
Webinars: How Tech Can Help You Navigate the New Tax Rules and Tax Trends
On-demand webinar: Tips on what tax professionals need to know and understand as they navigate discussion on automation, people, process, technology and how it integrates with their organizations.
Sponsored By: Thomson Reuters
Whitepaper: Four ways your outdated software is costing you
Technology advancements and a changing business landscape continue to transform how tax and accounting professionals like you work with your clients. If you’re operating with outdated software, you could be at a disadvantage and risk the chance to grow your profits.
Sponsored By: Thomson Reuters
Self-Study: Save 50% on Self-Study CPE
Prime Savings Event: View all self-study courses and access this special 50% off sale!
Sponsored By: Wolters Kluwer
Webinars: Social Security: What Financial Service Professionals and Their Clients Should Know
Free webinar June 29, 2021 12 pm ET. This webinar will focus on some of the Social Security rules and claiming decision considerations that are most often overlooked and least understood. Earn 1 CPE for $5
Sponsored By: Society of Financial Service Professionals
Report: 2021 Corporate Tax Report
Tax departments and technology – how do they measure up? Our report explores the different relationships between tax departments and technology and how you can best adapt for the future.
Sponsored By: Thomson Reuters
Whitepaper: How women can confidently and successfully build an advisory practice
This whitepaper explores how women in the tax and accounting industry can position themselves for long-term success with an advisory-centric business model.
Sponsored By: Thomson Reuters
Webinars: Free CPE Webinars
We've put together a series of webinars that qualify for free CPE credits, with topics ranging from how to offer additional services to marketing and scaling your firm. Check them out!
Sponsored By: OnPay
Self-Study: Quickbooks for CPAs
Learn how you can improve processes by making Quickbooks work for you. This software can assist you in supporting your clients' payroll tasks, tracking job profitability, managing bills and more. Earn 10 CPE hours with this bundle, created to help CPAs navigate Quickbooks.
Sponsored By: Wolters Kluwer
Clients: Help your clients incorporate their businesses quickly and easily in any state
CPAdirectory has partnered with MyCorporation to give accounting professionals the ability to easily help their clients incorporate their businesses quickly and easily in any state. Earn a 15% commission on any business filings your clients need like LLCs, Corporations or State and Tax IDs and more.
Sponsored By: MyCorporation
Webinars: What We Learned from Audit 2020
Now that Audit season 2020 is in the rearview, join our panel for a roundtable discussion of what we’ve learned from this unprecedented season. June 9, 2021, 2:00-3:00 p.m. ET
Sponsored By: Thomson Reuters
Books: U.S. Master Tax Guide® (2021) Special Edition ON SALE
You'll find extensive information on the latest tax legislation. Alongside detailed reviews of credits, expenses, penalties and interest, the U.S. Master Tax Guide, 2021, Special Edition also includes numerous tables that provide fast reference information when you need it most.
Sponsored By: Wolters Kluwer
Virtual Event: Finance Elevated Virtual Conference
Earn up to 16 CPE and learn from distinguished industry leaders from Microsoft, AT&T and more at the forefront of technology innovation. Gain insight into the emerging trends that will help advance your team, and organization while growing the bottom line. June 8, 10, 15 & 17
Sponsored By: Financial Executives International
Webinars: One year later: A retrospective on COVID’s impact on the tax and accounting profession
Join this expert discussion on COVID’s long-term impact on tax legislation, work-life boundaries, and the future of tax professionals. June 17 @ 3 PM ET. Can't make it? Register anyway and get the recording!
Sponsored By: Thomson Reuters
Money: Save on Auto & Home Insurance with your CPAdirectory affiliation
CPAdirectory members, change your insurance to fit your needs and save hundreds with MetLife Auto & Home®. Call 1-844-299-4068 or click www.myautohome.metlife.com to save up to 15%. Access discount with affiliation: CPAdirectory
Sponsored By: MetLife
Whitepaper: Metrics That Matter
This white paper dives into the different metric perspectives that services organisations should consider, as well as graphs, tables and maps that visualise the metrics that should be prioritised.
Sponsored By: Oracle NetSuite
Self-Study: Social Security, Disability and Other Government Benefits
Earn 8 CPE credits and understand common benefits before advising your clients. These Social Security courses will provide you with a thorough overview on how to advise your clients.
Sponsored By: Wolters Kluwer
Whitepaper: Access your indirect tax data for faster analytics and reporting
Download this free white paper and learn how to provide instant access to the indirect tax analytics your business needs without delays due to tax team or IT intervention
Sponsored By: Thomson Reuters
Self-Study: Earn 14 CPE Credits and Get Tips to Master the Functions of Excel
If you want to master formulas or learn how to create and implement macros – one of Excel’s most powerful features – this 14 CPE hour bundle is just for you! Get tips and techniques to master macros and other useful spreadsheet functions. ON SALE NOW.
Sponsored By: Wolters Kluwer
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