Events

Discover how to transform your business model so that you work less hours, work with better clients and increase your profits. If you want to stop the insanity of tax season, this webinar walks you through our proven framework:  How our Pareto for ProfitTM analysis will help you solve your time, capacity, profitability, and sanity issues!   How to price in advance, upgrade target clients, and focus on high-value advisory services Read More >

Speakers: Martha Shedden and Melissa Warren  CE: 0 IRS/CTEC CE  Cost: Free to All Join us for this presentation which reviews basic concepts, new information for 2024, then covers some complex Social Security rules and how to apply them to working with prospects and clients.

CE: None  Cost: Members only – free  Join NAEA Membership and Education teams brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together with your favorite coffee, snack, or lunch and learn all that your NAEA membership has to offer, navigating your account, and more.

Speaker: Tammy Nickels - Senior Account & Relationship Manager - Associations, National Client Mkt Accounts, & Federal Government  CE: None  Cost: Free to NAEA members only Wolters Kluwer's CCH® IntelliConnect® has transformed into CCH® AnswerConnect, and we want to ensure you're well-informed about all the advantages this transition brings you. Join us to gain invaluable insights about how CCH® AnswerConnect can empower your professional journey.