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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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July 31, 2024 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
July 31, 2024 12:00PM EDT
PAYROLL AND BUSINESS ENTITIES
Nellie Akalp (CORPNET.COM)
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1.0
FREE
July 31, 2024 12:30PM EDT
HOW SMALL PUBLIC ACCOUNTING FIRMS CAN DOMINATE GOOGLE IN 2024
Christian Jones (TAXPROMARKETER)
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1.0
FREE
July 31, 2024 2:00PM EDT
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
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1.0
FREE
July 31, 2024 2:00PM EDT
STREAMLINE YOUR 1040 PROCESS WITH A LEAN TECH STACK
Scott Keil (THOMSON REUTERS)
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1.0
FREE
July 31, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
July 31, 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
July 31, 2024 4:00PM EDT
BRAND NEW COURSE!
CLEAN ENERGY CREDIT TACTICS: TRANSACTIONS, TAX IMPLICATIONS, AND MORE
Lynn Mucenski-Keck (WITHUMSMITH+BROWN, PC)
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1.0
$30.00
August 1, 2024 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
August 1, 2024 11:00AM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
August 1, 2024 11:00AM EDT
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
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1.0
FREE
August 1, 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
August 1, 2024 2:00PM EDT
DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Joe Wroblewski (SAFESEND)
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1.0
FREE
August 1, 2024 3:00PM EDT
BRAND NEW COURSE!
ADVANCED REAL ESTATE TAX PLANNING: 1031 EXCHANGES, 721 UPREITS, AND QOZ FUNDS
Michael O'Shea CFA (ORIGIN INVESTMENTS)
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1.0
FREE
August 1, 2024 5:00PM 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
August 2, 2024 10:30AM EDT
BRAND NEW COURSE!
WAGE ALLOCATION FOR NEW YORK STATE INCOME TAX PURPOSES: 2024 UPDATE
Ariele Doolittle (HODGSON RUSS LLP)
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1.5
FREE
August 2, 2024 3:00PM EDT
SOC 2 AUDITS: TOP 10 CONTROL FAILURES AND HOW TO AVOID THEM
Anurag Sharma (WITHUMSMITH+BROWN, PC)
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1.0
FREE
August 5, 2024 9:30AM EDT
EXCEL: 3 SIMPLE WAYS TO IMPROVE RELIABILITY
Jeff Lenning, CPA, CITP (EXCEL UNIVERSITY)
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1.5
FREE
August 5, 2024 11:00AM EDT
UNLOCK IRS RECORDS: 95% SUCCESS WITH FORMS 8821 & 2848 MASTERY
Roger Nemeth, EA (TAX MENTOR)
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1.0
FREE
August 5, 2024 12:00PM EDT
ETHICS WEBINAR FOR WOMEN: SELF-ESTEEM MATTERS
Robbie Glantz (GLANTZ & ASSOCIATES, LLC)
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2.0
$60.00

Member Resources

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Fee
DWealth Muse
DWealth Education
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Own Your Wealth Podcast
Cook Wealth Management Group
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Advance Your Excel Skills And Earn 20 CPE Hours
Excel University
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$97.00
Powered Path Program: Your Tool for Reflection, Planning, & Prioritization!
RaderCo
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$179.10
The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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$147.00