TODAY’S TOP TRENDING TOPICS
CPA Trendlines’ quick-reference guide to the latest trends, tips, and tools.
PERSONAL FINANCIAL PLANNING
- The Seven Simple Steps to Thrive in the COVID Crisis
- The Three New Business Models Delivering Significant Profits for Accounting Firms
- Deborah Fox Launches New Tech Platform for Wealth Advisors
- The 5 Meetings of the (True) Wealth Management Process
- Collaborative Wealth Management: Defining the Framework
WEBINARS & SPECIAL EVENTS
- Monday, Nov. 23: Succession Institute’s 2020 Winter CPE Series
- Thursday, Dec. 4: Excel Bootcamp – Building Great Spreadsheets, with Bryan Smith [8 CPE]
- Friday, Nov. 20: Transform Your Organization With Office 365 and Teams, with John Higgins [8 CPE]
- Monday, Nov. 23: The Annual CPA Technology Trends Update, with John Higgins [8 CPE]
- Thursday, Nov. 12: The Biggest Tax Screw-Ups! with Eric Green