HeyJaredStoney Thomas
- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 15, 2026
- Outlet visibility, for cpapracticeadvisor.com
- Top 5M sites
- Earliest in this view
- Aug 5, 2026
Latest articles
CPE Webinar: Midterms and the Tax Agenda: What 2026 Could Mean for Tax Professionals (opens the original)
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The 2026 midterm elections could significantly influence the direction of federal tax policy and tax administration for the remainder of President Trump’s term. In this session, Taylor Rodier, Legislative Affairs Manager at Taxwell, will examine the political and policy landscape heading into the midterms, including how polling, congressional race ratings, election forecasts, and prediction markets differ—and where each has limitations. This webinar will be held on Wednesday, October 14 at 3:00p
CPE Webinar: Digital Meets Personal – Why Your Firm Needs to Pair People With Tax Automation (opens the original)
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Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients. This webinar will be held on Friday, October 9 at 1:00pm ETSponsor: Thomson ReutersDuration: 1 Hour In this session, explore the security capabilities to look for in tax automation and client collabora
CPE Webinar: Start Simple. Scale Naturally. Building a Tax Technology Strategy for Long-Term Growth (opens the original)
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The most successful firms don't build their technology strategy around software. They build it around removing friction. This webinar will be held on Tuesday, September 22 at 2:00pm ETSponsor: Wolters KluwerDuration: 1 Hour Join Mark McAndrew for a forward-looking discussion on how small accounting firms can align technology decisions with business goals, staffing realities, client expectations, and future growth plans. Mark will explore how firms can create a connected foundation for tax work,
Archived Webcast: Estate Planning After OBBBA: Turning Theory into Practice (opens the original)
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With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors. This webinar was held on Thursday, September 3 at 2:00pm ETSponsor: Drake SoftwareDuration: 1 Hour This comprehensive one-hour program moves beyond theory, showing practitioners exactly how to implement proactive strategies this year and into the foreseeable future. J
Archived Webcast: Grow Your 1040 Practice Without Adding Staff: AI-Powered Strategies for Tax Firms (opens the original)
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As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have. This webinar was held on Tuesday, September 1 at 1:00pm ETSponsor: Thomson ReutersDuration: 1 Hour This session will highlight how AI-Powered Automation tools support firm growth by reducing staff burden, improving productivity, auto-verifying OCR data, and freeing tax professionals to focus on higher-value client work. Ben Hilfinger enjoys working with fi
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