Date
Course Title
Credits
Fee
Live CPE Webinars
July 2, 2024
11:00AM EDT
2024-07-02T15:00:00Z
1.0
$30.00
June 27, 2024
11:00AM EDT
2024-06-27T15:00:00Z
1.0
FREE
July 30, 2024
4:00PM EDT
2024-07-30T20:00:00Z
2.0
$60.00
July 22, 2024
2:00PM EDT
2024-07-22T18:00:00Z
2023 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
2.0
$60.00
July 17, 2024
2:00PM EDT
2024-07-17T18:00:00Z
1.0
FREE
July 3, 2024
11:00AM EDT
2024-07-03T15:00:00Z
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
Jeremy Layton (VERISAVE.COM)
1.0
FREE
July 17, 2024
11:00AM EDT
2024-07-17T15:00:00Z
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
Jeremy Layton (VERISAVE.COM)
1.0
FREE
July 15, 2024
4:00PM EDT
2024-07-15T20:00:00Z
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
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
July 3, 2024
4:00PM EDT
2024-07-03T20:00:00Z
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
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
June 27, 2024
4:00PM EDT
2024-06-27T20:00:00Z
ACCELERATING FINANCIAL INVESTIGATIONS: KEY CAPABILITIES & STRATEGIC TECHNOLOGY
Tod McDonald, CPA (VALID8 FINANCIAL, INC.)
Tod McDonald, CPA (VALID8 FINANCIAL, INC.)
1.0
FREE
July 11, 2024
11:00AM EDT
2024-07-11T15:00:00Z
ACCELERATING FINANCIAL INVESTIGATIONS: KEY CAPABILITIES & STRATEGIC TECHNOLOGY
Tod McDonald, CPA (VALID8 FINANCIAL, INC.)
Tod McDonald, CPA (VALID8 FINANCIAL, INC.)
1.0
FREE
July 9, 2024
12:00PM EDT
2024-07-09T16:00:00Z
BRAND NEW COURSE!
ACCOUNTING BEST PRACTICES: MITIGATING THE RISK OF CYBERATTACKS & PAYMENT FRAUD
Mark Brousseau (BROUSSEAU & ASSOCIATES)
Mark Brousseau (BROUSSEAU & ASSOCIATES)
1.0
FREE
July 5, 2024
11:00AM EDT
2024-07-05T15:00:00Z
1.0
FREE
June 26, 2024
4:00PM EDT
2024-06-26T20:00:00Z
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
July 22, 2024
4:00PM EDT
2024-07-22T20:00:00Z
BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
July 11, 2024
9:00AM EDT
2024-07-11T13:00:00Z
1.0
$30.00
June 26, 2024
4:00PM EDT
2024-06-26T20:00:00Z
BRAND NEW COURSE!
BOI REPORTING IS HERE: ARE YOUR CLIENTS AND FIRM PREPARED?
Erin Leckie (WOLTERS KLUWER TAX & ACCOUNTING)
Erin Leckie (WOLTERS KLUWER TAX & ACCOUNTING)
1.0
FREE
June 26, 2024
1:00PM EDT
2024-06-26T17:00:00Z
1.0
FREE
July 9, 2024
5:00PM EDT
2024-07-09T21:00:00Z
BUBBLES AND BUSTS: LESSONS FROM HISTORY AND HOW TO PROTECT YOUR PORTFOLIO
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
1.5
FREE
June 28, 2024
11:00AM EDT
2024-06-28T15:00:00Z
BUILD A THRIVING TAX & ADVISORY PRACTICE WITH INTUIT AND IGNITION
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
June 21, 2025
3.0
$90.00
June 7, 2025
4.0
$120.00
June 5, 2025
1.5
$45.00
June 3, 2025
2.0
$60.00
May 28, 2025
2.0
$60.00
Publications
Publication Date
Name
Fee
Member Resources
Post Date
Name
Fee
$179.10
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
June 25, 2024
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
1.0
FREE
June 25, 2024
1.0
FREE
June 25, 2024
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
Amanda Aguillard, CPA, COO (PADGETT)
1.0
FREE
June 25, 2024
1.0
FREE
