Webinars and CPE

Security September 10, 2024 

Tax preparers can take steps to protect themselves and their clients by understanding and establishing a clear, strategic data protection plan for their businesses. Jared Ballew, Vice President of Government Relations at Drake Software, delivers an overview of data security for tax professionals in this upcoming webcast.

Accounting August 15, 2024 

In today’s competitive market, your choice of payroll technology can significantly impact your firm’s success. This webinar is designed for accounting firms and payroll service bureaus looking to optimize their payroll processes to enhance revenue, improve staff workload, increase client retention, and enable growth.

Firm Management August 6, 2024 

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.

Accounting Standards July 11, 2024 

This webinar will provide attendees with an inside view on performing valuations in emerging markets and how it can vary from developed market valuations in a number of key areas

Accounting July 10, 2024 

Topics will include: IRS Enforcement of Individuals, Examinations of Cash-Intensive Businesses, IRS Collection Process, the Inside Secrets to Tax-Liens.  New webcasts will be added monthly.

Isaac M. O'Bannon

Firm Management July 9, 2024 

With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.

Technology June 26, 2024 

Your clients may look to their accounting advisor to help them manage compliance of their exemption certificates. Depending on the size of a business and customer base, the complexity can be great.

Firm Management June 11, 2024  Sponsored

This course offers a roadmap for starting and continuing to grow your own accounting or bookkeeping firm, with a focus on scalability and efficiency from the outset.

Technology May 16, 2024 

Erase client frustration with automated tax return delivery they will want to adopt.

Accounting May 9, 2024 

With changes in lease accounting and emissions standards, organizations need to look beyond compliance to automating, optimizing and consolidating strategic financial systems. 

April 2, 2024 

To thrive in this new normal, M&E companies must strike a delicate balance between advertisement revenue and subscription models.

Firm Management March 29, 2024 

Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services.