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Live CPE Webinars

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June 4, 2025 11:00 AM 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
June 4, 2025 12:00 PM EDT
THE FUTURE OF ACCOUNTS PAYABLE: FASTER, SAFER, SMARTER
Ted McRae (MAKERSHUB)
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1.0
FREE
June 4, 2025 12:00 PM EDT
PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
June 5, 2025 10:00 AM EDT
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
June 5, 2025 1:00 PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE
June 5, 2025 4:00 PM EDT
FIVE RULES FOR CLEAR BUSINESS WRITING
Ryan Standil (WRITE TO EXCITE)
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1.0
FREE
June 6, 2025 9:00 AM EDT
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2025
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
June 11, 2025 9:00 AM EDT
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
June 11, 2025 11:00 AM EDT
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE
June 11, 2025 11:00 AM EDT
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
June 11, 2025 12:00 PM EDT
THE FUTURE OF ACCOUNTS PAYABLE: FASTER, SAFER, SMARTER
Ted McRae (MAKERSHUB)
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1.0
FREE
June 11, 2025 1:00 PM EDT
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
June 12, 2025 10:00 AM EDT
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
June 12, 2025 1:00 PM EDT
ETHICS: THIS IS HOW TO LEAD BY EXAMPLE
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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2.0
$60.00
June 12, 2025 4:00 PM EDT
EMAIL ETIQUETTE FOR CPAs
Ryan Standil (WRITE TO EXCITE)
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1.0
FREE
June 13, 2025 9:00 AM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
June 13, 2025 9:00 AM EDT
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
June 13, 2025 3:00 PM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
June 14, 2025 11:00 AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
June 16, 2025 4:00 PM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE

Member Resources

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Tax Notes Talk
Tax Notes
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DWealth Muse
DWealth Education
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DM Disruption Podcast
The Designated Motivator
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Advance Your Excel Skills And Earn 20 CPE Hours
Excel University
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$97.00
Tax Help Software Six-Month Trial
Tax Mentor
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$250.00