Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Events: Take your practice into a more progressive future!
At our advisory-focused event - Partner Summit - our experts and guest practitioners share insights, their success stories, and a step-by-step guide to making the leap to advisory services. Plus, you can earn CPE credits!
Sponsored By: Thomson Reuters
Retirement: Check out Guideline’s enhanced Tax Credit Calculator
Check out Guideline’s enhanced Tax Credit Calculator, which now reflects SECURE 2.0 Act tax saving provisions — a great way to show your clients just how affordable a new 401(k) can be.
Sponsored By: Guideline
Events: Make the leap to advisory services
At our advisory-focused event - Partner Summit - our experts and guest practitioners share insights, their success stories, and a step-by-step guide to making the leap to advisory services. Plus, you can earn CPE credits!
Sponsored By: Thomson Reuters
Webinars: 1 CPE: How to Start a CFO Service
Grow your practice this year through CFO and business advisory services. Learn what business owners really want from a CFO/business advisory service (it's not what you think).
Sponsored By: The CFO Project
Webinars: Watch Now: On-Demand Webcast on Inflation and the Economy
Tune into this timely discussion on the current state of the economy and the impacts of inflation.
Sponsored By: Thomson Reuters
Events: Ready to empower and elevate your team? Save the date!
Ready to empower and elevate your team? Save the date! Join our webcast to learn how to: Identify Strengths & Instill Confidence in your Team, Be Effective in your Execution of Knowledge Transfer, Establish an Advisory System that isn’t solely reliant on YOU!
Sponsored By: Thomson Reuters
EBook: Triumph over the talent wars
Discover the best practices for retaining current staff, preventing costly turnovers, and attracting top talent in our e-book, Fit for the Future: A Guide to Attracting and Retaining Accounting Talent.
Sponsored By: CPACharge
Whitepaper: Automate your data entry today!
Automate your data entry today! Read how tax practices can influence your firm’s success.
Sponsored By: Thomson Reuters
Webinars: Feeling stuck on how to empower your team?
Practitioner Advice Series: Elevating your team. June 7th, 2023 1:00 pm ET. Join our webcast to learn how to Identify strengths & instill confidence in your team and be effective in your execution of knowledge transfer.
Sponsored By: Thomson Reuters
Webinars: Join us and learn how to turn your tax season challenges into opportunities.
May 17th at 12 p.m. ET, see how you can turn tax season lemons into lemonade. Join our engaging roundtable for a retrospective look at the 2022 tax season.
Sponsored By: Thomson Reuters
Retirement: Guideline: Retirement plans your clients will love
Guideline takes the complexity out of retirement and replaces it with knowledge and clarity. With Guidelines for Accountants, we empower you with tools to manage your clients’ plans.
Sponsored By: Guideline
Webinars: Free May 17th webcast! Turn your tax season challenges into opportunities!
Join our engaging roundtable for a retrospective look at the 2022 tax season. Our expert panel will share actionable insights and key takeaways on how your firm can turn challenges and learnings into growth-oriented action.
Sponsored By: Thomson Reuters
Education & CPE: Expand your expertise with a MS in Taxation from UC Online
The Lindner MS in Taxation will help you get to the next level of your career. Earn credits toward CPA Exam and continuing education as a CPA. Learn skills to Manage All Taxation Functions in an enterprise. Flexibility to balance school, work, and family life.
Sponsored By: University of Cincinnati
Staffing: Attract talent & improve retention with modern solutions
Is high staff turnover a constant concern? Make your firm a magnet for great talent with our latest guide Fit for the Future: A Guide to Attracting and Retaining Accounting Talent. Discover how you can use technology to eliminate staff burnout, reduce turnover, and attract new talent.
Sponsored By: CPACharge
Whitepaper: Top Accounting Trends Impacting the Profession
Stay in tune with the trends impacting the profession so you can remain competitive and positioned for future success!
Sponsored By: Thomson Reuters
Education & CPE: Free 2 CPE: Excel Secrets Every CPA Should Know
Excel Secrets Every CPA Should Know. 4 Time-Saving Tips (FREE, 2 CPE). Do you know there are tons of hidden Microsoft Excel tricks and hacks that can save you loads of time? Take the FREE Excel Secrets course.
Sponsored By: Excel University
Whitepaper: Streamline your client communication with these 11 need-to-ask questions.
This white paper provides you with valuable information on how to streamline the communication between you and your client while ensuring you obtain all the necessary information.
Sponsored By: Thomson Reuters
Tax: Checkpoint Edge is designed for tax experts, by tax experts.
From complex inquiries to standard practice questions, quickly find the answers you need — or get confirmation on a detail you already know. Checkpoint Edge is your safety net in any environment. Explore Checkpoint Edge today by signing up for a free 7-day trial.
Sponsored By: Thomson Reuters
Cryptocurrency: Receiving surprise crypto losses from clients?
Use our cryptocurrency guide for accountants to properly help clients manage their virtual money
Sponsored By: Thomson Reuters
On Demand: Secure 2.0 Act Overview
SECURE 2.0 Act of 2022 was enacted as part of the 2023 Consolidated Appropriations Act, which was signed into law on December 29, 2022. It is the culmination of a multiyear bipartisan effort to follow up on the 2019 SECURE Act. Retirement planning expert Jamie Hopkins, a managing partner at the Car
Sponsored By: Advisor Registry
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