Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Events: Register: The Future of Senior Health & Wealth for CPAs
When tax season is over, treat yourself to this must goto event for CPAs in Las Vegas. If you have clients that are 50 years or older, this event is for you. As a CPAdirectory member, you'll receive a free ticket.
Sponsored By: Medicarians
Webinars: Benefits of Premium Financing
Attend this event if: You have at least one client that needs $2,000,000 or more in life insurance, You have at least one client that wants life insurance without any out-of-pocket costs, You want to earn an extra 6 figure income this year.
Sponsored By: CPAdirectory
Self-Study: $20 CE – Secure Act, QDRO, Social Security Update, and More
Self-Study Courses Approved by NASBA and the IRS
Sponsored By: Registered Social Security Analysts (RSSA)
Tools & Technology: Checkpoint Edge is here to help
Where do you go when you don’t have the answer? Checkpoint Edge is the place to go when your client asks you a question on an unfamiliar topic. Sign up for a free trial today and turn your tax research over to Checkpoint Edge!
Sponsored By: Thomson Reuters
Whitepaper: New payroll methods to build your business
Offer new payroll methods without any additional resources or added risk
Sponsored By: Thomson Reuters
Webinars: Webcast today @ 1pm ET: Register to receive the recorded event for a more convenient time
Take a break from your workload and be the champion for change in your firm today
Sponsored By: Thomson Reuters
Webinars: Increase efficiency and profitability with this on-demand webcast
Are you ready for research that backs up your instincts—that your mounting workload demands a better way to work? Our 2022 research pinpoints specific areas where most accounting firms can easily meet those new priorities. Join Thomson Reuters as we find real solutions.
Sponsored By: Thomson Reuters
Education & CPE: Grow your tax expertise with an MS Taxation from UC Online
Why Choose an MS Taxation at University of Cincinnati? 100% Online Coursework - no campus visits required. Earn credits toward CPA Exam and continuing education as a CPA. Flexibility to balance school, work, and family life.
Sponsored By: University of Cincinnati
Webinars: Free 1 CPE Webinar: How to Grow Your Practice Through Business Advisory Services!
Attend this Masterclass, How to Grow Your Practice Through Business Advisory Services! When: Thu Feb 9 @ 3pm ET. Learn why now is the right time to pitch your clients a business advisory service and how much you should be charging for a business advisory service.
Sponsored By: The CFO Project
Payment Solution: Pair your practice with the perfect solution
Feeling overwhelmed by the upcoming tax season? Pair your practice with CPACharge, the online payment solution designed specifically for the accounting profession. Open your account by February 28, and you'll pay no monthly fees for 6 months!
Sponsored By: CPACharge
Webinars: Tips to upsell this tax season Webcast
Tax busy season is the most demanding time of year for industry professionals. It requires the most of every practitioner, and it finds client demands at levels not seen at any other time of the year.
Sponsored By: Thomson Reuters
Webinars: Address your firm's biggest needs with this webcast
Take these 30 minutes to map your firm’s path ahead, reducing the stress and workload that face today’s tax and accounting firms. Watch the on-demand event now!
Sponsored By: Thomson Reuters
Payment Solution: QuickBooks + CPACharge = Streamlined success for you
Deposit reconciliation has never been easier with CPACharge’s seamless QuickBooks Online integration. Schedule a demo to see it in action today.
Sponsored By: CPACharge
Events: You're invited to Partner Summit 2023
At our advisory-focused event - Partner Summit - our experts and guest practitioners share insights, their success stories, and a step-by-step guide to make the leap to advisory services.
Sponsored By: Thomson Reuters
EBook: How to Fix Email at Your Firm
Most people love to hate email. For good reason. Relying on email leads to information getting buried, documents going missing, and communication breaking down. So, how do you fix it?
Sponsored By: Canopy
Tax: This tax planning toolkit has the resources you need to hit 2023 in stride
This tax planning toolkit by Thomson Reuters compiles all the year-end need-to-know information for your firm to prepare for 2023.
Sponsored By: Thomson Reuters
Events: Powerful and Practical Education, Productive Networking at the 2023 FSP Institute
Join us for the 2023 FSP Institute, live in Arizona or via livestream from the convenience of your home or office. Don’t miss the hallmarks of the FSP Institute—powerful and practical learning and an all-star faculty, plus up to 18 hours of CE credit.
Sponsored By: Society of Financial Service Professionals
Tax: Struggling to keep up to date with constant changes in tax codes?
Tax professionals are dealing with multiple tax changes, and to assist you in developing year-end tax planning strategies for your clients, Checkpoint’s tax experts have analyzed current tax rules to identify the unique opportunities and challenges facing taxpayers in the current year.
Sponsored By: Thomson Reuters
Tax: This tax planning toolkit has the resources you need to hit 2023 in stride
This tax planning toolkit by Thomson Reuters compiles all the year-end need-to-know information for your firm to prepare for 2023. With tools to assess the current state of your firm and guides to help address any prevalent issues, your firm will be rock-solid heading into 2023.
Sponsored By: Thomson Reuters
Tools & Technology: Are you hiring?
With the talent gap growing, it might be time to consider giving junior staff more meaningful work to dig into and let technology handle mundane tasks. Checkpoint Edge is like having an entire tax encyclopedia at the touch of your fingertips, making the need for more staff less imperative.
Sponsored By: Thomson Reuters
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