Resources

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Virtual Event: Accounting & Finance Show USA

We're looking forward to the USA's largest virtual accounting & finance show on October 20-21. Make sure you book your free pass today and receive two days of content and access to the entire exhibition. With 150 speakers, 5,000 attendees, and dozens of sessions to receive free CPE - don't miss out!

Sponsored By: Terrapinn

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Webinars: Sneak Preview of CPA Business Growth Academy - October 7th

The Business Growth Academy is for CPAs and tax professionals with the desire to take their practice or firm to the next level by introducing Sandler’s revolutionary and proven approach. Find out if you want to commit by joining our free Executive Briefing of The Academy. Oct. 7, 1:00-2:00 PM EST.

Sponsored By: Sandler Training

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EBook: Overcoming audit workflow, security, and technology challenges

The auditing profession and tax environment are changing at a blistering pace, forcing firms to evolve with advancing technologies. This eBook will help audit & accounting professionals create the environment needed to evolve their firm, grow new business, and attract top talent. 

Sponsored By: Thomson Reuters

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Virtual Event: Financial Leadership Summit Virtual Conference

This six-day virtual event on October 6, 8, 13, 15, 20 and 22 will feature sessions critical to finance leaders as they traverse the “new normal.” Discover how to empower your workforce and foster a culture that will position your organization for success. Plus, earn up to 26 CPE credits. 

Sponsored By: Financial Executives International

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Webinars: 2020 Fall Tax School Is Online

Need federal tax CPE? Come attend the 80th Anniversary Fall Tax School and earn up to 16 CPE credits this November! This year will include practical planning tips and valuable information on a wide variety of topics to help you understand what's new and implement strategies to help your tax clients.

Sponsored By: University of Illinois Tax School

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Webinars: Intro to OnPay: The New Standard in Payroll for Accountants

Take a closer look on September 21st at 1pm ET to find out why OnPay gets a five-star rating from CPA Practice Advisor and was recently named PCMag’s Editors’ Choice. OnPay provides a single dashboard, deep integrations, expert support, and so much more! Join for a live demo webinar.

Sponsored By: OnPay

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Books: Early Bird Special – 30% Off Top CCH® Publications

Access 30% off top titles including the 2021 U.S. Master Tax Guide, Income Tax Regulations, State Tax Handbook and more. Pre-order the new editions of our most sought‑after titles and get access to this special promotion before it's too late.

Sponsored By: Wolters Kluwer

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Virtual Event: Online Fall Tax School: Earn 16 federal tax CPE credits

Fall Tax School is entirely online this year, with a variety of date and time configurations so you can learn the important federal tax information you need to know while earning the CPE credit you need. All sessions are held online in November in half-day or full-day segments.

Sponsored By: University of Illinois Tax School

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Payment Solution: Use QuickBill to get paid faster

QuickBill is an easy-to-use tool that lets you send clients an email requesting payment with a link to your secure payment page. Clients pay on time and your firm keeps up to date on billings — everybody wins. With CPACharge, access QuickBill and other benefits of a solution created just for CPAs.

Sponsored By: CPACharge

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News: Three Ways the Tax Code Helps Low- and Moderate-Income Clients

Considering the recent pandemic and economic turmoil, it's a good time for advisors to identify tax code provisions that enable less affluent individuals to plan for retirement, pay for college, and cope with student debt. Get a FREE download of this important information now.

Sponsored By: Society of Financial Service Professionals

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Whitepaper: Are you seeing these red flags?

Identify the red flags that indicate the need for new tax software, and learn what to do next. Gain expert insights, find what works best for other firms, and learn how to move your firm forward with the technology you need to maximize  efficiency, accuracy, and profitability.

Sponsored By: Thomson Reuters

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Events: Respond to the 2020 Census

We’re proud to partner with the US Census Bureau to help spread the word about the 2020 Census! There’s still time to shape the future for your community. You can complete the 2020 Census now online, by phone, or by mail. Visit 2020CENSUS.GOV.

Sponsored By: U.S. Census Bureau

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Whitepaper: The Future of Finance is in the CFO’s Hands

CFOs need clear vision and technology to help them juggle new balls in the finance ecosystem. Download this white paper for insights on strategy and leaderships, as well as emerging technology that will help you succeed.

Sponsored By: Oracle NetSuite

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Tools & Technology: Free Resources To Help You Learn Excel

Excel University offers many free resources to help you learn Excel including:

  • Excel 100 - a free course for new Excel users
  • Recommended learning plans
  • Blog posts and articles
  • And more!

Sponsored By: Excel University

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Whitepaper: The Four Dimensions of K-1 Aggregation: A Federal Overview

This white paper dives specifically into partnership and LLC investments, and the tax reporting that flows from the Schedule K-1 of Form 1065 issued. This white paper uses a visual, 4D concept to help explain the pain and complexity of K-1 aggregation.

Sponsored By: Thomson Reuters

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Self-Study: Social Security, Disability and Other Government Benefits - 8 CPE Credits

Access exclusive CPA Directory savings on this bundle of courses. The Social Security income election decision may be one of the most important financial decisions pre- and early retirees make. These Social Security courses will provide you with a thorough overview on how to advise your clients.

Sponsored By: Wolters Kluwer

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Whitepaper: Three Ways Technology Impacts Your Firm’s Profitability

Is your firm as profitable as it could be? That’s a question you must ask yourself as advancements in technology continue to raise the stakes for tax and accounting firms. To help forward-thinking firms succeed, this free white paper explores three ways technology impacts your firm’s profitability.

Sponsored By: Thomson Reuters

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Staffing: A Simple and Affordable Offshore Staffing Solution

We provide offshore staffing for all functions in accounting and tax firms, may it be for tax preparations, payroll, accounting & bookkeeping, audit, state taxes and even for administration and billing work. Hire competent, dependable staff for as little as $9 per hour. 

Sponsored By: Entigrity

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Tools & Technology: How cloud technology empowers your firm to move forward fearlessly

Read the 4 myths surrounding cloud auditing and learn the truths. Find out why Thomson Reuters cloud audit suite is your firm’s one-stop solution for even the most intricate auditing needs. This audit technology enables real-time digital collaboration between audit teams and clients.

Sponsored By: Thomson Reuters

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Payment Solution: Online payments designed for CPA firms

Finally, there’s a professional, affordable payment solution made specifically for CPAs, with all the reporting tools you need for fast, easy reconciliation. Easily accept credit, debit, & eCheck payments, online or in your office, with or without a swipe. Improve your cash flow!

Sponsored By: CPACharge

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