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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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March 12, 2025 5:00PM EDT
ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
March 13, 2025 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
March 13, 2025 10:00AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
March 13, 2025 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
March 13, 2025 12:00PM EDT
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
March 13, 2025 1:00PM EDT
CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler Clark (DREAM FIRMS)
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1.0
FREE
March 13, 2025 4:00PM EDT
BRAND NEW COURSE!
FINANCIAL AND ORGANIZATIONAL PLANNING FOR BUSINESSES: ENSURING A BRIGHT FUTURE
Lisa Hutter (IRONOAK WEALTH)
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1.0
FREE
March 14, 2025 9:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
March 14, 2025 9:00AM 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
March 14, 2025 11:00AM EDT
UNDERSTANDING TAX TREATIES: UNITED STATES AND GERMANY
Patrick McCormick, JD, LLM (RIMON PC)
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1.0
FREE
March 14, 2025 11:00AM EDT
HOW NON-TECHY ACCOUNTANTS PROTECT THEIR DATA WITHOUT BREAKING THE BUDGET
Adam Meyer (QUANTUM CYBERSECURITY AND INVESTIGATIONS, INC.)
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1.0
FREE
March 14, 2025 12:00PM EDT
HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
March 14, 2025 3:00PM EDT
END CP2000 NOTICES: UNDERSTAND & AVOID AUTOMATED UNDERREPORTER (AUR) AUDITS
Roger Nemeth, EA (TAX MENTOR)
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1.0
FREE
March 18, 2025 9:00AM EDT
BRAND NEW COURSE!
STRATEGIES FOR INTERNATIONAL TAX COMPLIANCE: NAVIGATING CRITICAL FORMS
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
March 18, 2025 10:00AM EDT
BRAND NEW COURSE!
MAXIMIZING AI TOOLS FOR ACCOUNTANTS: INTRODUCTION TO AI AGENTS
Hector Garcia, CPA (HECTOR GARCIA, CPA)
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1.0
FREE
March 18, 2025 4:00PM EDT
INTRODUCTION TO ANNUITIES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
March 19, 2025 10:00AM EDT
EMAIL EXTINGUISHER: PUT OUT FIRES AND RESCUE YOUR TIME
Marcey Rader CSP (RADERCO)
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1.0
FREE
March 19, 2025 11:00AM EDT
GETTING BACK TO WHO YOU ARE: AUTHENTICITY
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
March 19, 2025 11:00AM EDT
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE
March 19, 2025 12:00PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00

Member Resources

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Become an Accountant Referral Partner
BILL
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ASC 842, GASB 87, and IFRS 16: See LeaseQuery in Action
FinQuery
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Build Value By Choice Podcast
Infinite Horizons
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Cannabis Accounting Podcast
DOPE CFO
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The Unique CPA
Tri-Merit Specialty Tax Professionals
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