| | RESOURCE CENTER | |
| Tools that expand your thinking. And advance careers. | |  |
 | Thursday, Jul 14, 2022 at 2 pm ET |
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| The FTC’s Safeguard Act requires all financial professionals to have a plan in place to secure sensitive financial data. |
| Sponsor Content from Rewind |
| Offering client accounting services is about much more than just telling clients you’ll handle their books, and to launch a successful CAS practice, firms need to pay attention to a host of different details. |
| Sponsored by AccountantsWorld, Corpay, Bill.com, CPA.com, Jirav, Right Networks, Sage Intacct |
| Wednesday, Jun 29, 2022 at 2 pm ET |
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| Join an interactive session with a successful CPA and financial planner, as he discusses how he transformed his practice with wealth management services. |
| Sponsor Content from Avantax |
| This annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues. |
| Experts weigh in on the specific obstacles nonprofits have been facing and how accounting firms have been critical to helping them make it through. |
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