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Nancy McClelland's Biggest Takeaways of Scaling New Heights 2023

n the summer of 2017, the weeks leading up to that year’s Scaling New Heights conference – apparently I decided to write a blog post describing my...

Tax Professionals' Guide to Assisting Freelance Clients

Post COVID, and with increased focus on technology, the freelance economy continues to grow, tax professionals and practice owners face unique...

Starting a YouTube Channel for Your Tax Practice: A Beginner's Guide

As practice owners, we’re always looking for ways to generate leads and attract new clients. One effective method to achieve this is by starting a...

Proposed Cannabis Rescheduling: Tax Implications and the Need for IRS Guidance

The cannabis industry is on the verge of a significant shift as the Drug Enforcement Administration (DEA) is expected to finalize the rescheduling of...

Thomson Reuters Expands SAP Partnership

Thomson Reuters, a global content and technology company, has announced an expansion of its partnership with SAP as it integrates ONESOURCE Sales &...

AccountsIQ Secures Funding

AccountsIQ, a cloud-based accounting platform, announced that it secured a €60M Series C investment from Axiom Equity, a growth equity fund...

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Nov 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Nov 12
Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

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Nov 12
Show It Once: Turning Your Accounting Workflows Into AI Sidekicks

Show It Once: Turning Your Accounting Workflows Into AI Sidekicks

November 12, 2026 · 2:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 17
Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

November 17, 2026 · 2:00 PM ET

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Nov 18
Intuit Accountant Suite and ProConnect Tax Connectivity

Intuit Accountant Suite and ProConnect Tax Connectivity

November 18, 2026 · 2:00 PM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Nov 19
Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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Nov 23
The Second Set of Books: What Your Firm Knows That AI Doesn't

The Second Set of Books: What Your Firm Knows That AI Doesn't

November 23, 2026 · 2:00 PM ET

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Nov 24
Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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