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Upcoming CPE & Events

Taxes

June 18, 2026

Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies (2 hours - late morning) - Webcast

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Taxes

June 19, 2026

Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast

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Taxes

June 19, 2026

IRS Tax Examinations and Hot Issues (4 hours - afternoon) - Webcast

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Taxes

June 22, 2026

Social Security and Medicare: Planning for You and Your Clients - Webcast

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Latest News

Written Information Security Plans are essential for tax pros

A Written Information Security Plan – or WISP – is just one tool for tax professionals to protect their client’s data, and it’s required by law. The IRS and the Security Summit partners have created an easy sample guide that tax pros can use when making their own WISP.

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Student enrollment in accounting continues to rise

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Important steps for future business owners

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Is that activity just a hobby or a business?

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The New Advisory Model: How Forward-Thinking CPA Firms Are Scaling Strategic Services

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