LIVE WORKSHOP

From numbers to know-how: How bookkeepers, CPAs, and advisors work together to build financial confidence

Join us for this live webinar.


Here is what you'll learn:

In this webinar you'll learn:

  • How good bookkeeping drives smarter year-end tax planning
  • Learn what your financial reports reveal about tax and cash-flow opportunities.
  • Connect bookkeeping, tax, and planning for stronger year-end decisions.* How good bookkeeping drives smarter year-end tax planning
  • Learn what your financial reports reveal about tax and cash-flow opportunities.
  • How your entity structure impacts your tax bill
  • Top tax-planning tips to save $$$'s this year
  • Why protecting your income is important
  • Uncle Sam is not your friend
  • What type legacy are you leaving
  • And MUCH more!

Calculator and glasses on colorful papers
Presented by

Steve Kent
Cody Daniels
Brian Talbott

January 21, 2026
5:00pm Eastern Time

Register today

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