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New for 2018: TaxCred!



Course Presented By Credits Date
Instantly Improve Team Productivity: Best Cloud Apps for the People Side of Your Firm
Join Amanda Aguillard, CPA and Jay Kimelman, CPA, CITP as they discuss what works in their own modern firms and how to evaluate potential software platforms for staff productivity potential.
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Amanda Aguillard, CPA, Jay Kimelman, CPA, CITP 1 credits Other 05/29/2018 @2:00 PM EST
Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring
Recognize the benefits of adding business filing services to your existing accounting services. And learn how to accomplish this without increasing your existing workload, staff, or overhead
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Nellie Akalp 1 credits Other 05/30/2018 @1:00 PM EST
How to Automate Your Tax Preparation Process
Find out how you can stop typing data into your tax software and stop chasing the paper in your office and instead focus your time on providing real tax value to your clients.
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Sara Cavender 1 credits Accounting 05/31/2018 @2:00 PM EST
Future Proofing Your Practice Series Part 2: Leveraging the Machines
The accounting and bookkeeping professions are facing a technological shift that will radically alter the way you deliver services to your clients. Attend this powerful, four-part webinar series to make an informed response to the coming technological change.
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Joe Woodard 1 credits Other 06/06/2018 @2:00 PM EST
Preparing for the Future of Audit
This session will explore the impact Big Data, Artificial Intelligence, and Blockchain will have on the audit and provide an understanding of the skill set that will be required to adapt your audit practice to take advantage of the opportunities they present
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Donny Shimamoto, CPA.CITP, CGMA, AuditFile 1 credits Other 06/06/2018 @4:00 PM EST
QB Talks: QuickBooks Online Quarterly Update
This webinar provides attendees with the most current updates, enhancements, and improvements to QuickBooks Online occurring over the last quarter of this year.
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William Murphy, Liz Scott 1 credits Other 06/13/2018 @1:00 PM EST
How to Start the Sales and Use Tax Conversation with a Client
Join presenter Monika Miles to learn about state tax basics, hot topics in the sales tax world today, and key questions to ask your clients as you are meeting with them for year-end planning, or during your tax return pre-conference.
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Monika Miles 1 credits Tax 06/14/2018 @1:00 PM EST
Responding to the Most Common IRS Notices
More than 200 million IRS notices are sent each year with hundreds of different types of penalties. Learn how to get them resolved in the most efficient way possible for your clients.
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Jeffrey McNeal, EA 1 credits Tax 06/20/2018 @2:00 PM EST
Grow Your Firm with the #1 Rated QuickBooks CRM
In this webinar, we will discuss how firms can grow their client base by not only acquiring new clients but by increasing wallet share and reducing turnover utilizing ResultsCRM.
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Lindsay Conderman, AbacusNext 1 credits Accounting 06/26/2018 @2:00 PM EST
Future Proofing Your Practice Series Part 3: Transcend the Machines
The accounting and bookkeeping professions are facing a technological shift that will radically alter the way you deliver services to your clients. Attend this powerful, four-part webinar series to make an informed response to the coming technological change.
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Joe Woodard 1 credits Other 06/27/2018 @2:00 PM EST
Growing Client Services While Maintaining Your Sanity
In this moderated discussion, Laura Redmond, co-creator of Aero Workflow and Judie McCarthy, co-founder of Client Hub, offer actionable insights on growing your firm intentionally.
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Laura Redmond, Judie McCarthy, Aero Workflow 1 credits Other 06/28/2018 @2:00 PM EST
Future Proofing Your Practice Series Part 4: Embracing the Machines
The accounting and bookkeeping professions are facing a technological shift that will radically alter the way you deliver services to your clients. Attend this powerful, four-part webinar series to make an informed response to the coming technological change.
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Joe Woodard 1 credits Other 07/11/2018 @2:00 PM EST
Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring
Recognize the benefits of adding business filing services to your existing accounting services. And learn how to accomplish this without increasing your existing workload, staff, or overhead
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Nellie Akalp 1 credits Other 07/18/2018 @1:00 PM EST
Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring
Recognize the benefits of adding business filing services to your existing accounting services. And learn how to accomplish this without increasing your existing workload, staff, or overhead
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Nellie Akalp 1 credits Other 08/15/2018 @1:00 PM EST
Cybercrime, Fraud, and the Inevitable
This webinar will provide an overview of the various types of computer crime and fraud, methods to help prevent them, and explain insurance options. If you store, collect or transmit data, manage an ERISA plan or funds in any form, this course is a must for you.
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John Torvi 1 credits Accounting 09/12/2018 @2:00 PM EST
Lean Six Sigma: Improve Tax Process Workflow & Document Management
This interactive webinar explores an introduction of Lean Six Sigma (LSS) as it relates to the tax process. Learn about ways to improve performance and reduce inefficiencies in automation, workflow, communication, scheduling and processing.
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Troy Altomare 1 credits Other 10/17/2018 @2:00 PM EST
Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring
Recognize the benefits of adding business filing services to your existing accounting services. And learn how to accomplish this without increasing your existing workload, staff, or overhead
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Nellie Akalp 1 credits Other 11/07/2018 @1:00 PM EST
Current Trends in Professional Liability Claims, Tips on How to Avoid Them, and Assessing Your Professional Insurance Program
Accounting, tax, and bookkeeping professionals get sued. This webinar will look at some of the most common reasons why and how they might be avoided.
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John Torvi 1 credits Accounting 11/14/2018 @2:00 PM EST