Tools that expand your thinking. And advance careers.
| RESOURCE CENTER | |
| Tools that expand your thinking. And advance careers. | | |
| Thursday, Jul 27, 2023 at 2:00 pm ET |
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| With lease accounting projects, it's critical to learn from the challenges other organizations experienced. Getting compliant may have been challenging, but staying compliant as your business shifts can take more resources and time than expected. |
| Sponsor Content from LeaseAccelerator, EZLease |
| Tuesday, Jul 25, 2023 at 2:00 pm ET |
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| Join SafeSend, as they share the journey of solving pain points experienced on the front-end of the tax process and define a new way to get your firm and clients tax ready! Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment. |
| Sponsor Content from SafeSend |
| Thursday, Jul 20, 2023 at 2:00 pm ET |
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| The webinar will focus on the benefits of partnering a wealth management firm with a CPA firm, both from a client service perspective and a firm financial perspective. |
| Sponsor Content from Republic Capital |
| This annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues. |
| With good staff almost impossible to find, firms need to find more ways to get work done, and the growing use of the automation technologies and practices detailed in this report is one key solution. |
| Sponsored by BILL, Divvy, Jetpack, Sage, Vertex, Wolters Kluwer |
| Thursday, Aug 10, 2023 at 2:00 pm ET |
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| Hear from two experts who have started successful CAS practices as they share their experiences in deciding to offer CAS services, planning their CAS services model, choosing appropriate technology, and introducing CAS services to their clients. |
| Sponsor Content from Avalara |
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