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Guide
Master Your CPA Firm’s Cloud Migration: The Essential Checklist for Accountants and Tax Professionals
Wednesday, September 2, 2026 CETROM NC Ensure a secure, seamless, and successful move to the cloud with expert guidance designed specifically for CPA firms.
Guide
Master Your CPA Firm’s Cloud Migration: The Essential Checklist for Accountants and Tax Professionals
Wednesday, September 2, 2026 CETROM IL Ensure a secure, seamless, and successful move to the cloud with expert guidance designed specifically for CPA firms.
Guide
Master Your CPA Firm’s Cloud Migration: The Essential Checklist for Accountants and Tax Professionals
Wednesday, September 2, 2026 CETROM TX Ensure a secure, seamless, and successful move to the cloud with expert guidance designed specifically for CPA firms.
Guide
First look at pay and merit increase budgets for 2027
Wednesday, September 2, 2026 Marsh Mercer recently released the results of the July 2026 US Compensation Planning Survey which includes projections from just over a thousand employers. Let’s look at some of the findings.
White Paper
The 15 Year Maintenance-Free LED Fixture: A Submittal Framework for Specifiers
Wednesday, September 2, 2026 Clear-Vu Lighting A luminaire is not one component. It is five reliability subsystems, and the shortest-lived one sets service life. This executive brief gives specifiers a vendor-neutral framework for testing any 15-year tunnel lighting claim.
Video
FPA LIVE: Why Your Hiring Process Is Losing You the Best Candidates
Tuesday, September 1, 2026 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
26 Essential Questions Every CPA Firm Must Ask Before Hiring an IT Provider
Tuesday, September 1, 2026 CETROM IL Protect Your Practice, Streamline Busy Season, and Partner with IT Experts Who Understand Accounting
Guide
The Modern Client Experience: AI-Powered Intake for Growing Law Firms
Tuesday, September 1, 2026 CosmoLex When a prospective client reaches out, they're already deciding. And 74% hire the first firm to respond, often within minutes. This guide breaks down how AI-powered intake helps firms respond faster, reduce manual follow-up, and create a smoother path from first contact to signed client without extra work for your team.
Research / Report
Discover the $370,000 Hidden in Your Current Tax Workflow
Monday, August 31, 2026 Thomson Reuters How Automation with SafeSend, SurePrep, and UltraTax CS Can Recover Hours, Reduce Burnout, and Transform Your Firm’s Tax Season
Case Study
Discover How June CPA Achieved True Paperlessness and Scalable Growth with SurePrep + SafeSend
Monday, August 31, 2026 Thomson Reuters A 40-Year-Old Hilton Head CPA Firm’s Proven Workflow to Boost Efficiency, Enhance Client Experience, and Empower Remote Work
Case Study
Transform Your K-1 Processing Workflow with AI: Discover How Crowe LLP Did It
Monday, August 31, 2026 Thomson Reuters Learn how Crowe LLP leveraged Thomson Reuters Additive to automate complex K-1 data extraction, improve accuracy, and empower their tax professionals to deliver higher-value client services.
White Paper
Innovation Deserves a Return: The CPA’s Practical Guide to the R&D Tax Credit
Friday, August 28, 2026 CSSI R&D This practical guide for CPA's and Tax Professionals breaks down the essentials of the R&D Tax Credit including what serves as qualified research, the IRS' Four-Part Test, amending returns for retroactive opportunities, and ultimately how to discern if your client's business qualifies.