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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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August 19, 2024 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
August 17, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
August 16, 2024 5:00PM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
August 16, 2024 10:00AM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
August 16, 2024 9:00AM EDT
ASSESSING AUDIT EVIDENCE
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
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1.0
FREE
August 15, 2024 5:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
August 15, 2024 4:00PM EDT
A STRATEGIC GUIDE FOR GOAL SETTING & GOAL GETTING
Mariette Martinez (MASTERYOURBOOKS LEARNING CENTER)
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1.0
FREE
August 15, 2024 3:00PM EDT
BRAND NEW COURSE!
S CORPORATION BASIS AND FORM 7203
Jason Dinesen (DINESEN TAX & ACCOUNTING, P.C.)
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1.0
$30.00
August 15, 2024 2:00PM EDT
BRAND NEW COURSE!
HOW AUTOMATED TAX TECHNOLOGY IS PROVIDING UNRIVALED CUSTOMER EXPERIENCE
Joe Wroblewski (SAFESEND)
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1.0
FREE
August 15, 2024 2:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
August 15, 2024 2:00PM EDT
BRAND NEW COURSE!
ACCELERATING THE FINANCIAL CLOSE
John Gronen (YOOZ INC.)
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1.0
FREE
August 15, 2024 12:00PM EDT
ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
August 15, 2024 10:00AM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
August 15, 2024 9:00AM EDT
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
August 14, 2024 5:00PM EDT
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
August 14, 2024 4:00PM EDT
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
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1.0
FREE
August 14, 2024 4:00PM EDT
FROM CPA TO CFO: ADVISORY SERVICE STRATEGIES FOR TAX PROFESSIONALS
Adam Lean (THE CFO PROJECT)
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1.0
FREE
August 14, 2024 2:00PM EDT
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
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1.0
FREE
August 14, 2024 2:00PM EDT
BRAND NEW COURSE!
IRS REPRESENTATION: HOW TO PROFIT FROM EXPANDED IRS ENFORCEMENT
Michael Rozbruch, CPA, CTRS (ROZ STRATEGIES)
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1.0
FREE
August 14, 2024 1:00PM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE

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Research and Development Tax Credit
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Retirement Planning
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Spanish Language Classes
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Tax Representation
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Top Presenters 2023
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Member Resources

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Bookkeepers: Earn more income. Set your hours. Work remotely.
Intuit QuickBooks Live
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Be a Part of the Virtual Network
Intuit TurboTax Live
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Own Your Wealth Podcast
Cook Wealth Management Group
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Oh My Fraud
Greg Kyte & Caleb Newquist
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DM Disruption Podcast
The Designated Motivator
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