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Join industry experts who have experience on both sides of this transition as they share valuable insights on how firms and clients can grow together.

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Protecting wealth: Guiding clients through property & liability insurance needs

The webinar will also focus on the challenges of securing proper insurance in hard markets, such as regions prone to wildfires, hurricanes, or other natural disasters.

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New software & you: Elevating your tech stack

In this webinar led by Joe Wroblewski, Senior Sales Engineer at SafeSend, we'll cover how you can achieve that kind of cohesion with your tech stack.

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Turning tax complexity into opportunity

Join us as we break down key considerations for SALT and international tax in pass-through entities and discuss how advisors can help clients navigate these complexities to achieve better outcomes.

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Redefining the accounting workforce:
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This webinar brings together a panel of industry experts to explore how firms are moving beyond traditional hiring models. Whether it's hybrid structures or fully outsourced teams, the goal is the same: build a workforce that's scalable, sustainable, and aligned with your firm's growth.

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