Events

Presented by: John Warren, EA Location: Marlborough Public Library | 35 W Main StMarlborough, MA 01752 Education: 2 IRS CE Price: FREE to members | $50 Nonmembers The tax world is changing fast, and this session will help you stay ahead of it. In this two-hour program, we’ll unpack the One Big Beautiful Bill Act (OB3A) and explore the biggest updates to affect individual taxpayers in decades. From new deductions...

Speaker(s): Dave Lukas, CEO of Tax Plan IQ Price: Free to All Curious about how you can make the transition from compliance to advisory with tax planning software…but not yet ready for a one-on-one demo?  Join us for our complimentary Open Demo of TaxPlanIQ—the top tax planning software on the market – and discover how easy it can be. What is TaxPlanIQ? Tax Plan IQ is the tax advisory platform built...

Speaker(s): Chad Helmlinger, Director of Product Marketing; & Jonathan Young, Vice President of Marketing Disconnected workflows create a cascade of issues: wasted staff time, compliance gaps, client frustration, and burnout that compounds every busy season. The problem isn’t the people — it’s the systems. And unless those systems are simplified and automated, every stage of the tax prep cycle suffers. In this webinar, we’ll show you how to fix what’s...