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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

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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

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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

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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

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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

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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

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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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Tools & Technology: SPECIAL REPORT: ESG Under Strain

A new report shows that after a period of ascendancy, the momentum behind ESG initiatives among companies and governments has recently come under strain. The Thomson Reuters Institute and Thomson Reuters Regulatory Intelligence have published a new special report, ESG Under Strain. 

Sponsored By: Thomson Reuters

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Books: Thomson Reuters | Federal Tax Handbook 2023

Designed to provide quick and easy answers to critical tax questions, the Federal Tax Handbook offers comprehensive, insightful guidance on federal tax law, including the latest regulations, rulings, and revenue procedures as well as precise explanations about changes that could impact your business

Sponsored By: Thomson Reuters

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Webinars: 1 CPE: Tax Planning Real Estate Strategies

Tax Planning Real Estate Strategies. Tax Strategies to Address Capital Gains Tax Liability. Elevate your understanding of how tax deferred real estate solutions including Delaware Statutory Trusts, 721 exchanges and Qualified Opportunity Funds can help address capital gain tax liability. 

Sponsored By: Cantor Fitzgerald

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Whitepaper: What tax technology can improve your firm's operational efficiency?

The Business Case for Tax Technology: Is it worth it? Here’s how to approach the questions for your firm. What are the essentials of people, money, processes and indirect costs that justify technology? Here’s what to include in an organized, compelling business case.

Sponsored By: Thomson Reuters

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Webinars: It's time to start planning for 2023

December 15, 2022 Time: 2pm EST. Join Thomson Reuters’ Shaun Hunley, along with Business by Design’s Paul Miller for a webcast designed to provide accountants with the information they need going into year-end planning. Register today for the free webcast!   

Sponsored By: Thomson Reuters

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Education & CPE: Get valuable guidance and earn CPE

Join AuditWatch’s Stephanie Lanke and Checkpoint Editorial’s Alison Parker for a one-hour webinar offering early guidance on SAS No. 145: Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement.

Sponsored By: Thomson Reuters

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Education & CPE: Book your seats now for our UltraTax CS Year-End Update and Productivity Trainings

Tax preparation in 2022 means more than your clients’ tax strategy: it’s setting up your own technology to handle the tax season workload that’s sure to come. We’ll help you lighten the load, with tips and tricks that optimize your work in UltraTax CS.

Sponsored By: Thomson Reuters

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Tax: It could be time to perform a health check with your firm

As a small CPA firm owner, you know what it’s like to break away and start your own business. If you’re feeling complacent in the grind of everyday work, it might be time to step back and take stock of your firm’s health. Get the Small FirmHealth Check.

Sponsored By: Thomson Reuters

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Education & CPE: Earn CPE credit and sharpen your skills

Stay at the top of your game, with on-point skills to use your Thomson Reuters software, including Fixed Assets CS and the Cloud Audit Suite. Plus, earn CPE credits with year-end trainings that bring you up to date on the numerous enhancements made to the Thomson Reuters Cloud Audit Suite in 2022.

Sponsored By: Thomson Reuters

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Webinars: Unions Are Gaining Popularity: What Employers Can and Can NOT Do About It

December 1 at 2pm EST, We'll explore: Why Unions Are Increasing in Popularity, What Non-Union Employers Can (and Can't) Do to Discourage Their Workers from Unionizing, Predicting the Future for Employers Based on Signals from the National Labor Relations Board.

Sponsored By: Asure

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EBook: Year-End Accounting Guide: Closing on Strong Financial Footing

Spending the year-end chasing payments instead of spending time with friends and family? Finish the year strong with our eBook “Year-End Accounting Guide: Closing on Strong Financial Footing.” Set yourself up for success in 2023 and get paid 39% faster with CPACharge. 

Sponsored By: 8am™ CPACharge

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Webinars: Hiring Generations XYZ webcast on-demand

Thomson Reuters is ready to unveil the results of fall 2022 research into new professionals, with fewer than 5 years of experience in the tax and accounting profession. Join us to hear about the particular expectations, desires, and strengths of incoming professionals.

Sponsored By: Thomson Reuters

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Virtual Event: Be better prepared for the 2023 workload with these year-end trainings

Book your seats now for our UltraTax CS 2022 Year-End Update and Productivity Trainings: UltraTax CS and Federal Tax Update (3 CPE credit hours), UltraTax CS E-Filing (1.5 CPE credit hours), Leveraging the Best Features and Functions of UltraTax CS (2 CPE credit hours).

Sponsored By: Thomson Reuters

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