accounting firms Tax tax planning Webinars 
CTP
NOVEMBER 16, 2023
The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through tax planning and value pricing.
CPA Practice
OCTOBER 23, 2023
Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Adding financial services to your accounting firm can help bridge the gap and allow you to have a consistent workload year-round.
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CPA Practice
APRIL 22, 2024
This not only supports the community but also puts your firm in front of potential local clients. Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting. This keeps your firm relatable and top-of-mind.
CPA Practice
JULY 25, 2023
Date: Tuesday, August 8, 2023 Time: 1 PM EDT / 12 PM CDT / 10 AM PDT / 5 PM GMT Sponsor: Canopy Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? This webinar will look at common and not so common lies accountants tell themselves.
ThomsonReuters
FEBRUARY 9, 2024
As we step into a new year, the taxation realm is abuzz with discussions surrounding the Tax Relief for American Families and Workers Act of 2024. However, amidst this spotlight, there are other tax proposals quietly gaining momentum. What does this mean for my firm? The penalty increases as the pay ratio widens.
ThomsonReuters
FEBRUARY 8, 2022
1) Communicate clearly to win new tax clients. When you seek to win new tax clients, it’s best to start at the beginning. With so many generations in need of tax and accounting services in the market today, it can be a challenge to discover what a client truly wants or needs, or how they want to connect with you.
ThomsonReuters
JULY 6, 2023
If you’re a leader within an accounting firm, you’ve likely heard of advisory services and their lucrative impact. This trend is picking up pace as traditional accounting firms seek more strategic and meaningful work that goes beyond just tax returns. But what accounting advisory services should your firm offer?
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