CPE Webcast Mar. 29, 2024: Using Tax Advisory Services to Create Capacity
Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services.
Webinars and CPE
Patriot Software to Host Webinar on 401(k) Benefits
Patriot Software and Vestwell have teamed up to host a free webinar to help you learn about key tax benefits available to small businesses that start a company retirement plan, 2024 changes, and which plans may be right for your clients.
Webinar: Take the Stress Out of Tax Season with Bite-Size Benchmarks
In this session, discover how forward-looking firms are rewriting the way they operate using bite-sized benchmarking. These benchmarks help you ignite a revolution of recurring revenue, target clients, and saying goodbye forever to unhealthy hours – while increasing profitability.
Ensuring Success 2023 – 2 Days of Free Online CPE – Register Now to Save Your Space
Earn up to 14 hours of free CPE during this 2-day annual, virtual conference. Register now and mark your calendar for Ensuring Success, to ensure you meet your year-end CPE requirements.
Webinar: Get Tax Ready! How AI is Solving Source Document Gathering
New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use.
Webinar: What to Expect in the Upcoming Tax Season
Are you ready for the upcoming tax season? From updates to the Inflation Reduction Act to expanded e-filing requirements for businesses, our speakers will help you be informed and ready for the new year.
Thomson Reuters Synergy 2023 Conference to Feature Keynotes by Venus Williams and Shark Tank Star Barbara Corcoran
This year's conference will feature two iconic keynote speakers: tennis champion Venus Williams and real estate mogul and Shark Tank investor Barbara Corcoran.
Webinar: Consumer Privacy – The Tax Professional’s Responsibility
As a tax professional, you are probably aware of your responsibility for keeping your clients’ personal data safe, but do you know what that really means and how to successfully protect their privacy?