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Our library of free downloadable content includes white papers, webinars, product guides, case studies, industry analysis and much more, provided by experts and vendors within the accounting industry. By downloading the content, you may be contacted by the provider.
  • 10 Tips to Cut Your Clients Tax Bill
    Friday, December 30, 2022 First Income Advisors

    10 Tips to Cut Your Clients Tax Bill

    Help your clients avoid unpleasant tax surprises following these tips and strategies. Some may require extra time and a tax professional but could be worth the extra effort.

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  • Dealing With Stigmatized Properties
    Thursday, December 29, 2022 Residential Real Estate Council

    Dealing With Stigmatized Properties

    What's scarier than owning a haunted house? According to Realtor.com, only 5% of Americans say ghosts are the scariest aspect of homeownership. Mold, foundational issues, and pests are scarier.

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  • Dance With the One Who Brought You
    Wednesday, December 28, 2022 Franklin Madison

    Dance With the One Who Brought You

    Financial institutions are pivoting to focus more time and money on existing consumer relationships to increase revenue.

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  • Guide to Emerging Data Best Practices
    Tuesday, December 27, 2022 FTI for Law Firms

    Guide to Emerging Data Best Practices

    This paper will discuss the state of emerging data sources at the outset of 2022, and how the current trajectory is positioned to impact governance, risk, compliance and discovery in the years ahead.

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  • No Collateral Premium Finance
    Wednesday, December 21, 2022 Universal Financial Consultants

    No Collateral Premium Finance

    One agent placed $1.5M in target premium through this program just in the last 4 months!

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  • Running for and Serving in an Elected Position
    Wednesday, December 21, 2022 Nebraska State Bar Association

    Running for and Serving in an Elected Position

    Speakers include: Omaha City Council, Amie Melton, Sarpy County Board, Angi Burmeister, Speaker of the Nebraska Legislature, Senator Mike Hilgers

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  • The 80/20 CFO: How to Make Strategic Transformations in Your Company
    Wednesday, December 21, 2022 Oracle NetSuite Products

    The 80/20 CFO: How to Make Strategic Transformations in Your Company

    Financial leaders need to know not only what work results in profitable outcomes, but also what work takes time without yielding the highest results. This guide uncovers how to efficiently move the needle toward the biggest results for your business.

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  • 15 Questions to Ask When Evaluating a DMS
    Tuesday, December 20, 2022 iManage for Law Firms

    15 Questions to Ask When Evaluating a DMS

    With so many competing priorities to ensure productivity and collaboration, how do you ensure you’re asking all the right questions? Download this free, comprehensive checklist so you can be confident in your DMS decision.

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  • The Alternative Staffing Solution for Tax Season
    Monday, December 19, 2022 Taxfyle

    The Alternative Staffing Solution for Tax Season

    Firms nationwide face stress and burnout from tax season. Firms that have utilized this alternative staffing solution reported improvements in how they operate.

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  • Combining the Power of Practice Management and Document Management Systems
    Monday, December 19, 2022 NetDocuments

    Combining the Power of Practice Management and Document Management Systems

    Get more value from your practice management solution because of your document management system, and vice versa. Discover how you can leverage that synergy to take your practice to the next level.

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  • 4 Mistakes That Can Lose Advisors Business
    Friday, December 16, 2022 First Income Advisors

    4 Mistakes That Can Lose Advisors Business

    Whether you’re a seasoned advisor or just starting out, it’s easy to fall into patterns with your approach to customer interactions and prospecting tactics. So avoid these four common — and costly — communication mistakes.

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  • 3 Big Ideas to Create More Client Conversations
    Friday, December 16, 2022 Universal Financial Consultants

    3 Big Ideas to Create More Client Conversations

    Download this instant-access guide for 3 ideas on how to provoke thought and generate more conversations that will motivate them to take action!

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