Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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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
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
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
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
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
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
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)
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
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)
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
Your Business: Protect Your Client Data with Professional Digitization
SecureScan provides accounting firms with high-security document conversion to turn physical archives into encrypted, searchable digital assets. Improve your firm’s data protection and find any client document in seconds. Ensure your records are safe, compliant, and easy to manage.
Sponsored By: SecureScan
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
Education & CPE: Earn up to 37 CPE Credits and Improve Excel and Data Skills
We have a variety of tools to give you a leg up on your professional development, including our certificate programs — Microsoft® Excel Fundamentals + Data Analytics Certificate and Data and Analytics for Business Professionals Certificate.
Sponsored By: Becker
Education & CPE: The Guide to Updates for Tax Season
With the new tax season right around the corner, are you confident that you have the tools and the information necessary to jump into the season armed with the knowledge you need?
Sponsored By: Canopy
Webinars: Unlock Client-Centric Success: Register Today
We are excited to invite you to our upcoming webcast, "The Future of Tax Automation: Optimizing Client Service with Tax Advancements," on December 13th.
Sponsored By: Thomson Reuters
Webinars: Free 1 CPE: How to Grow Your Practice Through Business Advisory Services!
Free CPE Webinar for Accountants, CPAs, and Bookkeepers. How to Start a CFO Service. Grow your practice this year through CFO and business advisory services.
Sponsored By: The CFO Project
EBook: A complete guide to finding and attracting the ideal clients
This eBook will guide you in choosing an accounting niche and understanding your ideal client profile.
Sponsored By: Canopy
Tools & Technology: Client Communications: Save your valuable time!
Cloud Audit Suite is your dynamic, end-to-end solution for accurate and efficient audits. Avoid common auditing challenges, complete audits faster, and gain confidence in your work with our cloud-based technology and seamless workflow.
Sponsored By: Thomson Reuters
Webinars: Retire Your Way: The Solo 401 Strategy for Entrepreneurs
Join Quest President Nathan Long as he shares what makes the Solo 401k so desirable, its many benefits, and the main frustrations associated with administering this plan. And get a sneak peek at Quest’s new Solo 401k platform.
Sponsored By: Quest Trust Company
Education & CPE: Maximize Efficiency: Partner with Becker for Superior Professional Development!
Stay ahead of the competition with Becker's specialized tools for unlocking your team's full potential.
Sponsored By: Becker
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