Date
Course Title
Credits
Fee
Social Justice and Equity
Webinars related to social justice issues, tax rates, loopholes, history, enforcement, and investigating how our tax system treats Whites and Blacks differently.
Live CPE Webinars
May 22, 2024
12:00PM EDT
2024-05-22T16:00:00Z
1.0
FREE
June 26, 2024
12:00PM EDT
2024-06-26T16:00:00Z
1.0
FREE
June 19, 2024
12:00PM EDT
2024-06-19T16:00:00Z
1.0
FREE
May 21, 2024
5:00PM EDT
2024-05-21T21:00:00Z
RETIRE RIGHT SERIES: NINE MISTAKES TO AVOID IN RETIREMENT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
1.5
FREE
May 17, 2024
2:00PM EDT
2024-05-17T18:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 17, 2024
1:00PM EDT
2024-05-17T17:00:00Z
BRAND NEW COURSE!
1.0
FREE
May 17, 2024
12:00PM EDT
2024-05-17T16:00:00Z
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
Larry Perry (CPA PRACTICE AIDS, LLC)
2.0
$60.00
June 3, 2024
12:00PM EDT
2024-06-03T16:00:00Z
2.0
$60.00
June 11, 2024
5:00PM EDT
2024-06-11T21:00:00Z
PLANNING FOR PROSPERITY: 5 STEPS TO YEAR-END TAX ADVISORY FOR MAXIMUM ROI
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
1.0
FREE
May 20, 2024
11:00AM EDT
2024-05-20T15:00:00Z
1.0
FREE
May 20, 2024
5:00PM EDT
2024-05-20T21:00:00Z
2.0
FREE
June 19, 2024
2:00PM EDT
2024-06-19T18:00:00Z
1.0
FREE
May 29, 2024
2:00PM EDT
2024-05-29T18:00:00Z
BRAND NEW COURSE!
MAXIMIZING TAX ADVISORY TOOLS WITH REASONABLE COMPENSATION STRATEGIES
Geni Whitehouse, CPA, CITP, CSPM (THE IMPACTFUL ADVISOR)
Geni Whitehouse, CPA, CITP, CSPM (THE IMPACTFUL ADVISOR)
1.0
FREE
May 21, 2024
12:00PM EDT
2024-05-21T16:00:00Z
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
Amanda Aguillard, CPA, COO (PADGETT)
1.0
FREE
May 30, 2024
2:00PM EDT
2024-05-30T18:00:00Z
BRAND NEW COURSE!
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Carrie Bellinger (THOMSON REUTERS)
Carrie Bellinger (THOMSON REUTERS)
1.0
FREE
May 23, 2024
10:00AM EDT
2024-05-23T14:00:00Z
MATCH YOUR MONEY WITH YOUR PROFILE FOR OPTIMAL RETIREMENT SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
May 17, 2024
11:00AM EDT
2024-05-17T15:00:00Z
1.0
FREE
June 6, 2024
10:00AM EDT
2024-06-06T14:00:00Z
BRAND NEW COURSE!
2.0
$60.00
June 6, 2024
1:00PM EDT
2024-06-06T17:00:00Z
BRAND NEW COURSE!
1.0
FREE
June 7, 2024
10:00AM EDT
2024-06-07T14:00:00Z
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
May 10, 2025
1.0
$30.00
May 10, 2025
1.0
$30.00
May 8, 2025
2.0
$60.00
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
May 16, 2024
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
May 16, 2024
CHATGPT FOR CPAs: HOW PUBLIC ACCOUNTING FIRMS ARE INCREASING PROFITS WITH AI
Mark Wickersham (MARK WICKERSHAM FCA)
Mark Wickersham (MARK WICKERSHAM FCA)
1.5
FREE
May 16, 2024
1.0
FREE
May 16, 2024
AI ADOPTION IN FINANCE: STRATEGIES FOR REDUCING RISK AND INCREASING ROI
Rhonda Greene (AVIDXCHANGE, INC.)
Rhonda Greene (AVIDXCHANGE, INC.)
1.0
FREE
