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| Tools that expand your thinking. And advance careers. | |  |
 | Thursday, Jun 22, 2023 at 2:00 pm ET |
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| Join us for a panel discussion with firm professionals who are implementing strategies to identify ideal clients for their practices. |
| Sponsor Content from Intuit Quickbooks |
| Thursday, Jun 29, 2023 at 2:00 pm ET |
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| Join us to discover the benefits of offering wealth management services and how it can help you address client fears in uncertain times, build stronger relationships and create new revenue streams. Seize the opportunity this volatile market has created for you to generate additional, sustainable income for your business while offering your clients even more. |
| Sponsor Content from Avantax |
| 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 |
| Tax planning has never been more important — or more difficult — and that's why the next generation of tax preparers are adding tax advisory and resolution services to their core offerings. |
| Sponsored by bizz2, Vertex, Wolters Kluwer |
| 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. |
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