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Advisory Services
Advanced retirement planning: Mega Backdoor Roth and more
Webinars
Tips & Tricks for Non-Filer Cases—Oct. 19
Webinars
What’s new: Intuit Sign—October 29
Grow your practice
Scaling your firm’s success through planning and intention
Tax Law and News
Key tax dates and to-do-list: October 2026
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AI + Security in the new era of Accounting—Oct. 22
Workflow tools
Large CPA firm ROI: Building the business case for ProConnect™ Tax in 2026
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Outgrowing your current workflow? How to build the case for ProConnect™ Tax
Workflow tools
Changing tax software: How to minimize disruption across offices
Tax Law and News
How to reconstruct tax records after a disaster
Tax Law and News
Practical AI prompting for tax issues and regs
Advisory Services
Client conversations = advisory opportunities
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