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Live CPE Webinars

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April 2, 2025 5:00 PM 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
April 3, 2025 9:00 AM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
April 3, 2025 10:00 AM 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
April 3, 2025 10:00 AM EDT
CREATE WORK-LIFE HARMONY: CHANGE YOUR HABITS TO CHANGE YOUR LIFE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
April 3, 2025 11:00 AM EDT
INTRODUCTION TO LONG-TERM CARE IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
April 3, 2025 11:00 AM EDT
TIME-SAVING TAX WORKFLOWS WITH IGNITION
Ryan Embree (IGNITION)
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1.0
FREE
April 3, 2025 12:00 PM EDT
HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
April 3, 2025 12:00 PM EDT
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
April 3, 2025 4:00 PM EDT
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
April 3, 2025 5:00 PM EDT
BRAND NEW COURSE!
NET UNREALIZED APPRECIATION IN YOUR 401(k): MAXIMIZING RETIREMENT WEALTH
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 4, 2025 11:00 AM 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
April 4, 2025 11:00 AM EDT
THE INS AND OUTS OF FIRPTA: FOREIGN INVESTMENT IN U.S. REAL PROPERTY
Patrick McCormick, JD, LLM (RIMON PC)
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1.0
FREE
April 4, 2025 12:00 PM EDT
DISTRESSED REAL ESTATE STRATEGIES: TAX IMPLICATIONS AND CONSIDERATIONS
Matthew E. Rappaport, Esq., LL.M. (FALCON RAPPAPORT & BERKMAN PLLC)
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2.0
FREE
April 4, 2025 3:00 PM EDT
SELF-CARE: A PROVEN STRATEGY FOR WOMEN CPAs TO ENHANCE PERFORMANCE
Laura Tshilumba, CPA (LAURA M. TSHILUMBA, CPA)
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1.0
FREE
April 4, 2025 4:00 PM EDT
OVERVIEW OF THE ESTATE TAX RETURN INCLUDING PROPERTY LAW ASPECTS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
April 7, 2025 11:00 AM EDT
FARHY V. COMMISSIONER AND INTERNATIONAL TAX PENALTIES
Patrick McCormick, JD, LLM (RIMON PC)
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1.0
FREE
April 7, 2025 12:00 PM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler Clark (DREAM FIRMS)
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1.0
FREE
April 7, 2025 4:00 PM EDT
ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 7, 2025 6:00 PM EDT
BRAND NEW COURSE!
DOCUMENTOS AL DÍA: EL ARTE DE ORGANIZAR PARA TAXES
Vanessa Vasquez, MBA (VASQUEZ SERVICES / QUICKBOOKSENESPANOL.COM)
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1.0
FREE
April 8, 2025 11:00 AM EDT
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE

Member Resources

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Tax Notes Talk
Tax Notes
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The Appy Hour
The Appy Hour
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Taxing Topics With Withum
WithumSmith+Brown, PC
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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Divvy Offers the Credit & Software Your Business Needs to Thrive
BILL Spend & Expense
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