Events

Description Most advisory engagements don't begin with a client asking for advisory services; they begin with a seemingly simple tax question.In this session, Randy Hughes, CPA, demonstrates how firms can uncover planning opportunities hidden within everyday client conversations and transform routine compliance discussions into higher-value advisory engagements. Using a real client case study that began...

Over the past 18 months, continuing shifts in trade policy have required businesses to adapt their operating models to navigate these unpredictable times. Businesses continue to face tariff uncertainty in 2026 and beyond, ranging from ongoing trade investigations under Section 232 of the Trade Expansion Act of 1962 and Section 301 of the Trade Act...

Description The Opportunity Zone (OZ) program is changing and the window to act under the existing rules is closing fast. IRS Notice 2026-40, issued in response to the One Big Beautiful Budget Act (OBBBA), gives investors, developers and fund managers the clearest picture yet of how the program evolves as the 2026 inclusion event approaches...

Description This webinar provides professional accountants with an essential guide to the key provisions of the One Big Beautiful Bill Act (OBBBA) taking effect in tax year 2026, along with clarifications on changes that began in tax year 2025. Attendees will leave with actionable strategic planning tips to help clients navigate OBBBA compliance with confidence....

Description Many firm owners encounter scaling plateaus as their organizations grow, often between 8–20 employees. Systems that worked earlier may no longer support complexity, reducing efficiency and straining teams.From the Amazon best-selling authors of Scale with Purpose, Jason Blumer and Ian Vacin will walk through frameworks and calculations designed to help firms address scaling challenges.This...