The team at interVal will walk through solutions for doing instead of dying; presenting the who, what, where, when, why, and how to use valuation data to evolve your practice.

SPONSOR CONTENT FROM INTERVAL

One key aspect of the modern move to a focus on advisory work is the ability to use tools like data analysis, artificial intelligence, robotic process automation, dashboards and more to augment and extend the expertise of the human advisor.

SPONSORed by avalara, bill, botkeeper, canopy, intuit, ignition

This annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues.

SPONSORed by BILL

Tax planning has never been more important — or more difficult — and that's why the next generation of tax preparers are adding tax advisory and resolution services to their core offerings.

SPONSORed by biz2credit, woLTERS KLUWER

Whether your firm is looking to simply keep up, focus on growth, or prep for succession, don't miss how we simplify these hot topics and new technologies. Walk away feeling equipped for what's next.

SPONSOR CONTENT FROM SAFESEND