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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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October 31, 2024 2:00PM EDT
ULTRATAX EFFICIENCY HACK: REPLACE FILECABINET CS WITH MODERN, RELIABLE TOOLS
Daniel Fritz (SMARTVAULT)
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1.0
FREE
October 31, 2024 4:00PM EDT
NAVIGATING IRS INSTALLMENT AGREEMENT OPTIONS
Catharine O'Connor (TAX MENTOR)
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1.0
FREE
October 31, 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
November 1, 2024 9:00AM EDT
AUDIT MANAGEMENT: HOW TO USE THE FRAUD RISK UNIVERSE METHODOLOGY
Leonard Vona (LEONARD W. VONA, FRAUD AUDITING, INC.)
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1.0
FREE
November 1, 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
November 1, 2024 3:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
FREE
November 1, 2024 4:30PM EDT
GIG WORKERS: TAX RULES AND POLICY CONSIDERATIONS
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
FREE
November 4, 2024 9:00AM EST
PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
November 4, 2024 10:00AM EST
DEVELOPING YOUR 30-DAY PERSONAL PURPOSE PLAN
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
November 4, 2024 12:00PM EST
IMPLEMENTING HIGH-VALUE BUSINESS ADVISORY SERVICES: 5 PROVEN STEPS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
November 4, 2024 1:00PM EST
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
November 4, 2024 2:30PM EST
HOW SMALL PUBLIC ACCOUNTING FIRMS CAN DOMINATE GOOGLE IN 2024
Christian Jones (TAXPROMARKETER)
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1.0
FREE
November 4, 2024 4:00PM EST
GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY
Alisha Wright (RETIREMENT RISK ADVISORS)
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2.0
FREE
November 4, 2024 4:30PM EST
LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE
November 5, 2024 11:00AM EST
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
November 5, 2024 12:00PM EST
PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
November 5, 2024 1:00PM EST
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
November 5, 2024 2:00PM EST
DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Joe Wroblewski (SAFESEND)
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1.0
FREE
November 5, 2024 2:00PM EST
CRYPTO TAX PLANNING: BEYOND THE BASICS & WHAT PRACTITIONERS NEED TO KNOW
Sean Stein Smith (LEHMAN COLLEGE)
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2.0
$60.00
November 5, 2024 3:00PM EST
PRICE: THE SMARTEST WAY TO GROW YOUR FIRM
Jennie Moore (IGNITION)
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1.0
FREE

Series

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Estate Planning
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Ethics
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Excel
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International Focus
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IRS Classes
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Member Resources

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The Boomer Briefing
Boomer Consulting, Inc.
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DM Disruption Podcast
The Designated Motivator
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32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE
Demo: Cyber-Security Platform - Easy To Secure And Control Client Data
Practice Protect
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FREE
Taxing Topics With Withum
WithumSmith+Brown, PC
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