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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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September 26, 2024 10:00AM EDT
REDEFINING YOUR FIRM: PRACTICE MANAGEMENT TIPS FROM THE TRENCHES
Jason Deshayes (COOK WEALTH MANAGEMENT GROUP)
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1.0
FREE
September 26, 2024 11:00AM EDT
ENHANCE YOUR FINANCIAL PROCESSES: IDENTIFY SIGNS YOU HAVE OUTGROWN QUICKBOOKS
Andrew Horrow, CPA (FORVIS MAZARS)
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1.0
FREE
September 26, 2024 12:00PM EDT
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Todd C Steinberg (THRIVE FINANCIAL GROUP)
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1.0
FREE
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
September 26, 2024 1:30PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
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 4:00PM EDT
BRAND NEW COURSE!
DIRECT INDEXING: REVOLUTIONIZING INVESTMENT STRATEGIES
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
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 28, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
September 30, 2024 9:00AM EDT
CHARITABLE GIVING AND DONOR-ADVISED FUNDS
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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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 30, 2024 5:00PM EDT
BRAND NEW COURSE!
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
October 1, 2024 9:00AM EDT
BRAND NEW COURSE!
CRYPTOCURRENCY: HOW TO FIND AND TRACK IT DURING DIVORCE LITIGATION
Mark DiMichael (CITRIN COOPERMAN)
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1.0
FREE
October 1, 2024 2:00PM EDT
HOW SMALL PUBLIC ACCOUNTING FIRMS CAN DOMINATE GOOGLE IN 2024
Christian Jones (TAXPROMARKETER)
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1.0
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
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 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 1:00PM EDT
ACCOUNTING BEST PRACTICES: MITIGATING THE RISK OF CYBERATTACKS & PAYMENT FRAUD
Mark Brousseau (BROUSSEAU & ASSOCIATES)
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1.0
FREE
October 2, 2024 2:00PM EDT
OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION
Carrie Bellinger (THOMSON REUTERS)
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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

Member Resources

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The Value Pricing Podcast
Mark Wickersham FCA
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150 IRS Response Letter Templates
ASTPS
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$80.00
#1 Reasonable Compensation Analysis Solution
RCReports, Inc.
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$1,500.00
DWealth Muse
DWealth Education
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Advance Your Excel Skills: Earn 124 CPE For Less Than $6 Per Credit Hour
Excel University
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$520.00