Accounting Webinars

Taxes can be the single greatest retirement expense, and clients are looking for someone who knows how to ease those stressors. If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor. Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning. Learn how to measure and manage your clients’ dynamic tax brackets, mitigate marginal tax traps, allocate tax-sensitive assets, review gifting strategies with your clients, understand the “Order of Money” and explain it to clients, and more! Don't miss out on the opportunity to differentiate your firm and grow your revenue capabilities — register today!

We have exciting things lined up for you in the following year for this particular webinar. All things Practice Management from processes, people, planning to perseverance. We'll be joined by two of our notable speakers, Will Hill of Will Hill Consults and Julie Smith, MBA the Practice Manager of Harper & Company CPA Plus. Q1 Focus: Processes January: Managing these 2 KPIs - how does your firm measure up? February: The 3 processes every firm should have automated, and a couple bonus ones too March: Identifying when a process may be the problem. Q2 Focus: People April: How to make sure you have the right people in the right seats. May: How to hire when there is a talent shortage (remote, outsource, out of industry, what you can teach vs what you can't etc) June: Delegation and using your team’s talent. Q3 Focus: Planning July: How to automate you Onboarding process. August: Getting your firm ready for tax season (internal deadlines, processes, tracking, etc) September: Communicating and shifting priorities Q4 Focus: Perseverance October: When you must pivot and how to do it (when you are burned out, have a toxic culture, something isn't working, etc) November: When do you just “push through and persevere” vs when that turns to a long-term strategy that will fail? December: Using focus when things are crazy.

Join Reginald Armstrong of Armstrong Wealth for a webinar on year-end and new year tax planning. Reginald A.T. Armstrong (Regi) is Client Wealth Manager and partner of the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. He combines discipline learned from his military experience, Christian values, and caring dedication to his clients to craft customized strategies that may lead to more predictable results.

Join us on 5th December, 10am-11am to learn how Sage 200 can save you time and money when you do your year-end reports. Please note, this webinar is only available for our Sage 200 customers.Save your place!Ever find yourself pulling your hair out over year-end reports? Waiting endlessly for support, wrestling with tight schedules, and feeling trapped within rigid working hours? With Sage 200, it doesn’t have to be this way. Join our webinar to find out how!What will we be discussing during this session?Our Client Services Manager, Sandra Wallace, will be heading up this webinar, taking you through:How to run a year-end reportHow Sage 200 can help with pre-year end tasks (e.g printing financial statements, closing accounting periods) and post-year end checks (e.g. backups, resolving opening balance discrepancies)…and a Q&A, so you can get your questions answered by an expert.Set your reminder for Tuesday 7th November to secure your spot – and a ticket to year-end freedom!If you have any questions regarding Sage 200, email sage@pkfscs.co.uk or call 01332 959008.Alternatively, if your question is regarding the webinar please email sagemarketing@pkfscs.co.uk.

Join us for a live discussion with Reza Hooda as he shares his journey to building a £1M firm and provides insights on how to attract better clients, charge more, and create a profitable business.

ARB’s auto dealer team members, John Hadwen and Meagan Pritchard, will be presenting this webinar. They will update dealers and their team with tax concepts specific to the automotive industry. John and Meagan will focus on the following topics: • Current Federal Tax Updates • Current State Tax Updates • IRS Audit Updates • 2023/2024 Tax Planning

Join our special webinar series where accounting & tax pros engage in spirited debates, sharing their career challenges and diverse viewpoints so you discover fresh opportunities for change in your firm!

An opportunity to save tax imposed on sale of Land and Building with professionals from IRFC, Cleartax and BondsIndia.

Join us for an exclusive webinar designed to help you revolutionise your journey to the cloud. Tailored for CCH And IRIS users in multi-disciplinary practices, FYI Practice Sync is the ultimate stepping stone to take your practice to the cloud. Seamlessly transition your document management system online, while maintaining the rest of your system on the desktop. If you’ve been considering a move to the cloud, but have hesitations about the changes required to become more innovative, this webinar is a must-attend event. During this engaging webinar, you’ll discover: The game-changing benefits of FYI for larger practices, The power of FYI Practice Sync, How FYI seamlessly integrates into your existing workflows, How FYI can connect your firm to broader eco-systems.

Save hundreds of billable hours by joining our upcoming webinar with a panel of tax specialists from CliftonLarsonAllen as they take us through the importance of sales tax compliance for global companies selling in the U.S. Webinar takeaways: U.S. sales tax & compliance overview, What kind of process and tools you need to set up your company for sales tax compliance, Common pitfalls ecom business owners make and how you can avoid them, Tax nuances you may be unaware of for specific products and industries, Overview of Inbound U.S. Federal Tax Implications. With a panel of tax professionals ready to answer all your questions, you'll leave this webinar with valuable information that's pertinent to the success of your online store!