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6 SECURE Act 2.0 Changes to Plan for in 2023

CPA Practice

Rahill, CPA/PFS, JD, LL.M., Previously, employer matches had to go into an employee’s pre-tax account. Retirement savers and employers alike should speak with their certified public accountants (CPAs), who can help them strategically manage their finances and maximize the tax credits and deductions available to them.

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CPE Webinar June 13, 2023: Invoice Automation to Accelerate Digital Transformation

CPA Practice

Gail Perry , CPA, is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

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CPE Webinar September 12, 2023: Cybersecurity for the Tax Practitioner

CPA Practice

Jared Ballew, 2022-23 Chair of the ETAAC and Vice President of Government and Industry Relations at Taxwell; and Ann Campbell, CPA CIA and Drake Software Trainer will share an overview of the cyber threats that taxpayers and tax professionals face daily. Gail Perry is the editor-in-chief of CPA Practice Advisor.

Tax 52
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CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues

CPA Practice

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

Tax 80
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CPE Webinar October 30, 2023: Consumer Privacy – The Tax Professional’s Responsibility

CPA Practice

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.

Tax 52
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CPE Webinar August 8, 2023: Lies Accountants Tell Themselves

CPA Practice

Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score).

Account 52
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CPE Webinar September 28, 2023: Source Doc Gathering, Delivery & E-Sign Issues

CPA Practice

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society.