Upcoming Events

FREE Member Webinar: Pick Your Poison: Planning to Eliminate Death by a Thousand Taxes

April 28, 2026
Virtual
Post OBBBA planning involves a careful analysis of which taxes need to navigate the estate planning ...

FREE Member Webinar: Mastering the Art of Advisory Meetings: Turn Data & AI into Client Breakthroughs (Sponsored)

May 12, 2026
Virtual
Sponsored by The CFO Project

Advisory isn’t about just reporting numbers—...

FREE Member Webinar: What were they thinking? Case studies in CPAs and Firms Behaving Badly

June 16, 2026
Virtual
Do you think only bad CPAs and firms act unethically or do illegal things?  This class draws up...