In this webinar, Heidi Henderson will walk through a practical approach to identifying and delivering those opportunities within your existing client base. You’ll see how to expand what you offer, when to bring in specialized support, and how to stay firmly in control of the client relationship throughout the process. The focus is simple: helping you deliver more value to your clients in a way that fits how your firm already operates.

ELEVATE yourself and your firm at the 2026 AGN Americas Regional Meeting in Salt Lake City, UT!

Set against the backdrop of the beautiful Wasatch Mountain Range, the 2026 Americas Regional Meeting will be the perfect platform for connecting with other AGN members and discussing ways your firm can make the most of trends in technology, compliance, an evolving workforce, and more.

The full stack: grants, nonprofit formation, credits, and exemptions - in 45 minutes.

Every business and every founder has more available to them than they realize - federal grants, state incentives, R&D credits, cost segregation, and (for nonprofits) income, property, and sales tax exemptions. Most capture one or two pieces. The rest sits on the table. This 45-minute session walks through how to claim the part of the stack that belongs to you - whether you're pursuing funding for an existing business or forming a nonprofit to unlock funding only nonprofits can reach.

Join us and industry-leading entrepreneurs, tax strategists, legal experts, and business advisors at Main Street 360 — the premier event designed to help business owners grow smarter, reduce taxes, protect assets, and build long-term wealth. Hosted by Mark J. Kohler, this three-day experience features actionable sessions on tax strategy, business growth, AI and automation, real estate investing, asset protection, and financial planning. Attendees will gain access to expert-led education, networking opportunities, and real-world strategies tailored for today’s Main Street business owners and advisors.

Join us at the Marcus & Millichap / IPA Multifamily Forum: Southern California 2026 in Los Angeles on June 4, 2026. First held in 2012, the conference consistently brings together 500+ multifamily executives from across California, as well as national and regional multifamily owners, investors and developers active in California markets.

AICPA® ENGAGE 2026 is one of the profession’s largest annual events, attracting thousands of attendees nationwide. Accounting and finance professionals and industry leaders return year after year to enjoy next-level learning, networking and career development.

Regardless of your career level or job title, ENGAGE is your home base for answers, insights, opportunities, and the next wave.

Learn from women who have built wealth on their own terms, build meaningful relationships you can count on beyond the conference, and leave with clarity on your next steps and a plan to execute with confidence.

Join us June 14-17, 2026, as the FICPA welcomes an anticipated 450 practitioners, prominent speakers and respected product and service providers for MEGA 2026 at the Hyatt Regency Grand Cypress Resort in Orlando.

From thought-provoking keynotes and cutting-edge CPE sessions to interactive demos and social events, this year’s MEGA promises to deliver big.

Join us at the Elite VFO Collective — the largest Virtual Family Office event in North America — where accountants, advisors, and industry leaders come together to learn innovative strategies, expand high-value services, and build powerful referral partnerships. Connect with top professionals, gain actionable insights, and discover how the VFO model can help grow your firm and better serve high-net-worth clients.