Type
Topic
Standout AI: The Governance Playbook for Agentic CAS
Most CAS firms have moved past asking whether to use AI. The real gap now is between firms still prompting...
Safe Harbor 401(k)s in 2026: Practical Planning Strategies for CPAs Before Year-End
This webinar equips CPAs and accounting professionals to understand and discuss Safe Harbor 401(k) plans as both a valuable retirement...
Build Your Retirement Advisory Through Trust & Loyalty
Join us as Zach Keep, a Compliance Risk Manager at Paychex, reviews the latest regulatory changes and developments in retirement...
Enhancing Your CAS Practice with HR Analytics and Strategic Advisory
Discover how accountants and CPAs can expand their role as trusted advisors by integrating HR analytics and strategic HR advisory...
Quality Management Standard – SQMS 1 Monitoring: Scalable approaches for Firms with Smaller Teams
SQMS 1 applies to every firm subject to peer review, regardless of size. Navigating and implementing a monitoring & remediation...
Turning Nexus Studies into Consistent Advisory Revenue
Seven years after South Dakota v. Wayfair, Inc, many clients still carry hidden multi-state sales tax exposure – and most...
SQMS 1—What’s Next: Firm Viewpoints and Plans on Monitoring & Remediation
This webinar will let you hear how firms are putting Monitoring & Remediation into motion under SQMS 1: what they’re...
Risk Assessment in SQMS 1: Planning & Implementing Your Approach
SQMS 1 went into effect on December 15th 2025, impacting audit and assurance practices. Since then, firms have been working...
Build the Firm You Want: How to Attract the Right Clients with Strategic Marketing
Many accounting firms aren’t struggling to find work; they’re struggling to find the right work. This webinar explores how intentional...
How CAS Firms Are Unlocking New Potential with Agentic AI
Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception...
Automate, scale, advise: The new AI-powered sales tax compliance platform for CAS and SALT practices
Expanding into sales and use tax advisory doesn’t have to overextend your team or require deep tax specialization. Join CPA.com,...
Navigating the Next Wave of AI in Tax Research
Artificial intelligence is evolving from an emerging trend to a critical driver of change in tax research. As adoption accelerates,...