CPA Practice

AUGUST 7, 2024

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

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CPA Practice

AUGUST 9, 2024

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour (CPE and CE) Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

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Tax Indiana tax preparation CPA 52

CPA Practice

NOVEMBER 6, 2024

This webinar will be held on Thursday, November 21, 2024 at 1:00pm ET Sponsor: CorpNet.com Duration: 1 Hour Register Now It’s best that accountants, CPAs, and tax professionals are up to date on entity advantages to assist their clients in making the best decision when it comes to choosing which entity option is best for their business.

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CPA Practice

AUGUST 19, 2024

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee.

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CPA Practice

JULY 16, 2024

This webinar will be held on Tuesday, August 6, 2024 at 1:00pm ET Sponsor: Canopy Software Duration: 1 Hour Register Now This webinar, featuring Darren Root and John Mitchell, long-time accounting profession leaders, will give easy-to-implement guidance around how to build your accounting firm to support the life you want to live.In

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Indiana Non-Profits CPA Illinois 111

CPA Practice

NOVEMBER 5, 2024

In his current role, he advises clients on all aspects surrounding charitable organizations including planned giving, complex assets, legal, tax, and administration issues. He received his JD from the Columbus School of Law at the Catholic University of America and his LLM in tax from Loyola Law School. Prior to joining TIAA, Ms.

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CPA Practice

SEPTEMBER 11, 2024

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee.

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CPA Practice

JUNE 21, 2023

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! Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry. Click here to log in.

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Tax Technology Indiana Michigan 80

CPA Practice

APRIL 10, 2024

This webinar will be held on Thursday, May 16, 2024 Sponsor: SafeSend Duration: 1 Hour Register Now With many technological and AI-powered advances coming to the tax and accounting profession, firms are looking to provide the best service for their clients, all while staying up to date, saving time, and cutting costs.

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Tax Indiana tax return Technology 52

CPA Practice

OCTOBER 3, 2024

Gustavo Fernandez is President of Payroll Service Pros, a family-owned business specializing in comprehensive payroll administration and tax compliance services for companies of all sizes. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

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CPA Practice

SEPTEMBER 19, 2024

Learning Objectives: Understand the Impact of Automation on Client Service: Learn how automation in tax software can enhance, rather than diminish, the quality of client interactions and overall service delivery. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

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Technology Indiana CPA Illinois 52

CPA Practice

OCTOBER 4, 2023

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? Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. Already registered for this webinar?

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Indiana Tax New Hampshire CPA 52

CPA Practice

AUGUST 15, 2023

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. Program level: Basic (no prerequisites required).

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CPA Practice

SEPTEMBER 27, 2024

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee.

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CPA Practice

AUGUST 14, 2024

Learning Objectives: Identify the key strategic goals for your small accounting firm and how they impact your tech stack. Evaluate the components of an effective tech stack, including tax compliance solutions, workflow tools, and data analytics. Gail is a member of the AICPA’s PFS Credential Committee.

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CPA Practice

FEBRUARY 16, 2023

The height of tax season is often the time when firms feel the impact of inefficiency. By standardizing the experience with the SafeSend Suite, you provide ONE PLATFORM that clients become comfortable with at every point in the tax engagement and staff know how to use. Please click here to log in.

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Nancy McClelland, LLC

JANUARY 15, 2023

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin. Tax Preparer. It’s an arena rife with underrepresentation issues.).

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CPA Practice

APRIL 24, 2023

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism.

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CPA Practice

NOVEMBER 17, 2023

Renew has helped hundreds of accounting firms increase their number of target clients, focusing on inspiring metrics and work while making a significant impact with their clients. Join this hard-hitting and practical webinar and learn proven strategies to eliminate the tax season pit in your stomach and transform your firm – once and for all.

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CPA Practice

MAY 23, 2024

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee.

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CPA Practice

AUGUST 18, 2023

Join SafeSend’s Andrew Hatfield, co-founder and Chief Growth Officer, as he shares the journey of solving pain points experienced on the front-end and back-end of the tax process. Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation.

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Katz,Sapper&Miller

SEPTEMBER 30, 2019

17-18 in Sandusky, OH, the conference brings together the Indiana, Michigan, Ohio, and Kentucky chapters of The ESOP Association to discuss current topics pertinent to the ESOP community. Katz, Sapper & Miller’s Mark Flinchum and Andy Manchir will present at the Fifth Annual Great Lakes Regional ESOP Conference. Taking place Oct.

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CPA Practice

JULY 25, 2023

Ryan currently educates over 9,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program. The Unique CPA also hosts monthly webinars and an annual conference for the accounting profession.

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Going Concern

JANUARY 19, 2024

Leadership PwC Vets Finalists for Top Job as Industry Meets AI, Gen Z Era [ Bloomberg Tax ] PwC’s next leader will confront the challenges of rapidly advancing technology, recruiting and training an evolving workforce, and keeping up with the needs of its core accounting clients. I’m an accountant’s dream.

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Arizona accounting and finance audit Technology 105

ThomsonReuters

APRIL 18, 2023

That’s why it is no surprise that the AICPA’s most recent “Top Firm Issues Survey ” found that “keeping up with changes and complexity of tax laws” is among the top issues for firms large and small. Payroll errors For accounting professionals, payroll services have long been viewed as a time-consuming, high-risk loss leader.

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CPA Practice

JULY 17, 2024

Gail is the author of over 30 books (including Mint.com For Dummies , The Idiot’s Guide to Introductory Accounting , and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income ), and she maintains a small tax practice. Gail is a member of the AICPA’s PFS Credential Committee.

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