Sponsored Content

Firm Management November 4, 2026  Sponsored

General AI chatbots are everywhere in accounting firms today, approved or not, but they hit a wall fast: every new conversation means rebuilding context from scratch, and every upload is a judgment call about security.

Taxes October 14, 2026  Sponsored

Oct 14 - In this session, hosts will examine the political and policy landscape heading into the midterms, including how polling, congressional race ratings, election forecasts, and prediction markets differ—and where each has limitations.

Firm Management October 9, 2026  Sponsored

Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.

Technology September 22, 2026  Sponsored

The most successful firms don't build their technology strategy around software. They build it around removing friction.

Financial Planning September 3, 2026  Sponsored

With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.

Firm Management September 1, 2026  Sponsored

As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have.

Small Business July 21, 2026  Sponsored

Affirm creates an opportunity for a new advisory conversation with clients across a range of business needs.

Accounting July 21, 2026  Sponsored

Instead of spending two-thirds of every month producing financial statements, Escobedo redirected that time toward growing the business.

Firm Management June 22, 2026  Sponsored

Stop chasing client information. Download free intake templates from 8am™ CPACharge to reduce onboarding delays, cut administrative back-and-forth, and move engagements forward faster.

Advisory June 16, 2026  Sponsored

This practical webinar helps tax and accounting professionals make sense of what worked—and what didn't—during busy season. You'll identify key operational and workflow challenges, translate lessons learned into actionable improvements, and set the stage for a more efficient, less stressful 2027 busy season.

Firm Management June 9, 2026  Sponsored

Tax season might be in the rearview mirror, but for many firm owners, the sprint never ends. If you feel like your firm is running you, instead of the other way around, bring your questions to Ryan Lazanis, CPA, of Future Firm Accelerate in this “Ask Me Anything” webinar.

Cloud Technology May 28, 2026  Sponsored

As another tax season wraps up, many smaller tax prep firms are left reflecting on what slowed them down: system crashes, limited remote access, hardware issues, or constantly troubleshooting outdated on‑premise tax software. If these pain points feel familiar, then this is the right time to explore a move to a modern cloud‑based tax platform.