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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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October 16, 2024 4:00PM EDT
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
October 16, 2024 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
October 16, 2024 10:00AM EDT
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
October 11, 2024 3:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
FREE
October 10, 2024 6:00PM EDT
FROM FRAZZLED TO FREEDOM: MANAGING STRESS AND ACHIEVING PERSONAL WELLNESS
Leo Flowers (THRIVE WITH LEO)
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1.0
FREE
October 10, 2024 11:00AM EDT
TAX ETHICS AND BEST PRACTICES
Roby Sawyers (ROBY SAWYERS, CPA, PHD, PROFESSOR OF ACCOUNTING)
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2.0
$60.00
October 7, 2024 10:00AM EDT
BEYOND THE FBAR: NEW FINCEN REQUIREMENTS WITH HEFTY PENALTIES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
October 4, 2024 11:00AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
October 4, 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
October 3, 2024 4:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
October 3, 2024 10:00AM EDT
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
October 2, 2024 3:00PM EDT
HOW TO BUILD A MILLION DOLLAR FIRM THROUGH ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
FREE
October 2, 2024 11:00AM EDT
DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
October 2, 2024 9:00AM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
October 1, 2024 4:00PM 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
September 30, 2024 11:00AM EDT
CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.5
FREE
September 28, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
September 27, 2024 12:00PM EDT
GOOD THINKING: ETHICAL ACCOUNTING LEADERSHIP AND THE SCIENCE OF DECISION MAKING
Doug F. Prawitt, Ph.D., CPA (DOUG PRAWITT, PH.D., CPA AND WILLIAM TAYLER, PH.D. CMA)
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2.0
$60.00
September 26, 2024 3:00PM EDT
2023 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
September 26, 2024 1:00PM 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

Member Resources

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The Soul of Enterprise: Business in the Knowledge Economy
The Soul of Enterprise
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Become an Accountant Referral Partner
BILL
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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Current Federal Tax Developments
Kaplan Financial Education
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Building the Premier Accounting Firm
Universal Accounting Center
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