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📅 2026 US In-Person Accounting Events — Complete Calendar Now Live
I've compiled a comprehensive list of 100+ accounting firm events happening across the US in 2026 (April-June so far). Includes: - State society conferences & annual meetings - Practice management events (GrowCon, Jason On Firms LIVE tours, AAM Summit) - Technical tax sessions (COST, ABA Tax Section, TEI) - Niche/specialty conferences (CFMA, HFMA, IOFM) - Vendor events (Sage Future, Karbon Next, Rightworks) - CPE opportunities across all categories Filter by location, category, tags, dates, and estimated attendance. Access the full list here: https://docs.google.com/spreadsheets/d/14W2vabVJmc4UPtETqSUur6gj7nMRhEQxUhLWGpY7JD4/edit?usp=sharing Whether you're planning your CPE calendar, looking for networking opportunities, or exploring practice management training — this is your roadmap. Feel free to bookmark, share, and let me know what events you're attending!
📅 2026 US In-Person Accounting Events — Complete Calendar Now Live
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Just unlocked the full Scaling New Heights 2026 recording library.
TOP SECRET. DO NOT SHARE THIS LINK... lol This thing is loaded. Main stage keynotes, AI panels, fireside chats, M&A conversations — all in one place. Breakouts are grouped by conference day so you can binge by theme: AI, tech stacks, risk, IRS enforcement, branding, modern advisory. Sessions worth your time: - From Systems to Scale: Building a 7-Figure Modern Accounting Firm - The Death of the Clock: Pricing in the Age of AI - Automate the Boring Stuff: Workflows That Run While You Sleep - How the IRS Is Using AI (and what to do when the bot comes knocking) - Calm, Not Chaos: A Practical Approach to Business Risk - Scaling Without Headcount: Designing the AI-First Firm of 2026 - Practical AI in Tax Prep, zero-entry accounting, IRS audit protection, subscription pricing, hybrid/onshore/offshore models If you're an accountant or bookkeeper who wants to build a profitable, modern firm, this is a full conference in your pocket. Find the sessions that hit your current pain points. Take notes. Implement one idea per week. Come back and thank me later. START LEARNING NOW
Just unlocked the full Scaling New Heights 2026 recording library.
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📌 New Here? Let’s Get You Started Right 🚀
Welcome to IAM Tax & Accounting University. We're glad to have you. If you're ever unsure where to start, have questions about the program, or want guidance on which path fits your goals, book a free Welcome Call here: Schedule Here. This call is your chance to get a personal walkthrough of the platform, ask questions about courses, tools, or strategy, and get clarity on which path fits you best. Members who schedule a welcome call typically get results faster and feel more confident navigating everything we offer. Let's make sure you're set up for success from day one.
📌 New Here? Let’s Get You Started Right 🚀
September Content!
I built this month's tax-saving handout for you to hand straight to your own leads and clients. Six strategies, each broken down in plain language, each with a checklist so a client can see in ten seconds if it applies to them. That's the whole point. You shouldn't have to explain Section 199A from scratch every time a client asks about their deduction. Send them this instead. Here's what's inside: → Turning a proprietorship into an S-corp to unlock a deduction that can shrink to almost nothing without payroll → Hiring your own kid and keeping the money in the family with close to zero tax → Using drive time to rental properties to help qualify for real estate professional status → Knowing whether a business is "in favor" or "out of favor" for the 20 percent deduction → Checking whether an owner qualifies for the paid family leave credit → Getting the full deduction on long-term care insurance instead of losing most of it A few ways to put it to work this week: - Attach it to your next round of client emails as a value-add, no pitch required - Post the checklist for one strategy on your own page and tag it as a freebie for prospects - Bring it into a discovery call as your leave-behind so the conversation continues after the call ends - Use it as your opt-in offer for new leads who aren't ready to book yet This is the kind of content that does the trust-building for you before you ever say "let's get on a call." Clients see the specifics, see themselves in it, and start thinking of you as the person who already caught this before they had to ask. Grab the handout below. Pick one strategy, put your name on the front, and get it in front of someone this week.
Intro- Hello!
Hello All! Glad to be here and look forward to learning and building! Wishing you all the best!!
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IAM Tax & Accounting Academy
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