Upcoming Live Webinars

The AI-First Firm Accelerator Series

with Jody Padar & Ben Vickery · XcelLabs

For firms ready to move past AI experimentation. Build an AI assistant tailored to your firm, connect AI to the tools you already use, and identify the workflows ready for automation. You leave with working AI tools and a roadmap for becoming an AI-first firm.

Sessions run in Claude Cowork. Code Cowork20 takes $20 off to offset a Claude Pro plan.

A CPA's Guide to Defined Benefit Strategy: Optimizing Tax Planning

with David Podell · Business Benefits Consultants

How defined benefit and cash balance plans help high-income business owners cut taxable income and accelerate retirement savings, with real case studies on plan design, owner allocations and the move from tax preparation to proactive tax advisory.

Federal Tax Update 2026: Year-End Planning for Tax Year 2026 Returns

with Bradley Burnett, J.D., LL.M.

Tax year 2026 is when the One Big Beautiful Bill Act takes full effect, and the window to act closes December 31. Up-to-the-day federal tax changes, court cases, IRS guidance and the year-end planning moves to make now, one session for individual filings and one for business.

The CAS Playbook: From Scorekeeper to Strategist

with Penny Breslin & Damien Greathead · Beyond Numbers

Four live working sessions for firm leaders making practical decisions about client advisory services, team capacity, client relationships, technology, AI and repeatable delivery.