Resources for the modern CPA firm

Confidently transform your practice to meet the needs of an evolving tax and accounting profession

Stay up to date with current trends and best practices in accounting for tax season

Become the modern firm your staff and clients want you to be. This collection of events, insights, solutions, and blogs has been created to help firms like yours stay ahead of the rapidly changing profession

Featured events

Annual Event

2025 SYNERGY

We can't wait to shape the future of tax, audit, and accounting with you again in Orlando!

Secure your spot now with our exclusive early bird discount and get a head start on driving success in the coming year and beyond.

Learn more about SYNERGY

conference

2025 Partner Summit

Take your practice into a more progressive future. With guidance from top experts, you’ll invest in strategic thinking while learning how to distinguish between value-added advisory services and traditional compliance services.

Learn more about Partner Summit

Virtual event

Advisory bootcamp

Explore the steps you can take now to redefine your practice to build a more progressive firm. You’ll learn how to:

• Build your firm's advisory business model

• Define clear scope of client engagements

• Develop a standardized advisory offering

Learn more about Advisory bootcamp

Featured webcasts

WEBCAST

Year-end checklist: Tax planning and firm growth for 2025

We'll go over long-term tax planning, the end of the Tax Cuts and Jobs Act in 2025, post-election tax strategies, digital asset reporting, and more! Save your seat!

Register Today

WEBCAST

Year-end Tax Planning: Navigating IRS Tech Advancements for Client Success

Gain essential insights about the IRS's digital transformation, empowering you to navigate these changes and provide expert guidance to your clients.

Register Today

ON-DEMAND WEBCAST

Unexpected Implications of AI

Learn more about the impact AI brings to various aspects of business, from customer experiences to predictive forecasting and prescriptive marketing approaches. Gain insights into the integration of AI with essential skill sets, including critical thinking, professional judgment, trust, and leadership.

Watch now