Cracking the CAS Growth Code: How to Market, Messa… Client advisory services (CAS) continues an upward trend, with a reported median growth rate of… View Webinar
2024 CAS Benchmark Survey Client advisory services (CAS) growth continues to outpace median firm revenue growth. CAS… Get Report
The Prompting Playbook Unlock the full potential of generative AI for tax research with the Blue J Prompting Playbook.… Get Whitepaper
Maximize Tax Season Efficiencies with AI-Powered T… Tax season brings mounting workloads, evolving tax regulations, and the challenge of delivering… Register now
Achieve Operational Excellence in Your Family Offi… Family offices are prime for technology automation in 2025 to help address common challenges… Register now
Achieving Excellence: Maximizing Profitability and… Learn from Chris Gallo and Ben Varilek at Creative Planning, a firm that has mastered their… View Webinar
Driving Consistency: Building Scalable, Predictabl… This webinar explores how firms can advance through the Standardized and Predictable stages of… View Webinar
Laying the Foundation: Transitioning from CAS Fina… In the webinar, we spotlight Zeb Smith the founder of Zebulon and how his firm successfully… View Webinar
Staying Ahead in 2025: Essential Insights for Navi… New sales tax regulations and compliance challenges are emerging for 2025—adding complexity to… View Webinar
Tax Season Prep: Get better tax answers with AI ta… Tax season is challenging—complex tax laws, constant regulatory changes, and the pressure of… Register now
Next-level financing advisory relationships start… Do your business clients need help securing the funding they need to achieve their goals? With… Get Whitepaper
