Webinars and CPE

This webinar will provide attendees with an inside view on performing valuations in emerging markets and how it can vary from developed market valuations in a number of key areas

To thrive in this new normal, M&E companies must strike a delicate balance between advertisement revenue and subscription models.

Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services.

Patriot Software and Vestwell have teamed up to host a free webinar to help you learn about key tax benefits available to small businesses that start a company retirement plan, 2024 changes, and which plans may be right for your clients. 

In this session, discover how forward-looking firms are rewriting the way they operate using bite-sized benchmarking. These benchmarks help you ignite a revolution of recurring revenue, target clients, and saying goodbye forever to unhealthy hours – while increasing profitability.

Earn up to 14 hours of free CPE during this 2-day annual, virtual conference. Register now and mark your calendar for Ensuring Success, to ensure you meet your year-end CPE requirements.

New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use.

Are you ready for the upcoming tax season? From updates to the Inflation Reduction Act to expanded e-filing requirements for businesses, our speakers will help you be informed and ready for the new year.