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Live CPE Webinars

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March 31, 2025 9:00AM EDT
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
March 31, 2025 10:30AM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
$45.00
March 31, 2025 12:00PM EDT
CHATGPT BASICS: WHERE TO START YOUR AI JOURNEY IN 2025
Hector Garcia, CPA (HECTOR GARCIA, CPA)
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1.5
FREE
March 31, 2025 2:00PM EDT
TAX SEASON GROUP THERAPY: SHARE YOUR PAIN, FIND SOLUTIONS
Ryan Embree (IGNITION)
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1.0
FREE
March 31, 2025 2:00PM 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
March 31, 2025 3:00PM EDT
MAXIMIZING AI TOOLS FOR ACCOUNTANTS: INTRODUCTION TO AI AGENTS
Hector Garcia, CPA (HECTOR GARCIA, CPA)
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1.0
FREE
March 31, 2025 4:00PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
$30.00
April 1, 2025 9:00AM EDT
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
April 1, 2025 10:00AM EDT
PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
April 1, 2025 11:00AM EDT
UNLOCK EFFICIENCY & REVENUE GROWTH WITH IGNITION
Marcus Dillon (DILLON BUSINESS ADVISORS)
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1.0
FREE
April 1, 2025 11:00AM EDT
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
$30.00
April 1, 2025 1:00PM EDT
THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
April 1, 2025 1:00PM EDT
BRAND NEW COURSE!
THE “C” IN CAS STANDS FOR CHANGE: STRATEGIES FOR CHANGE MANAGEMENT SUCCESS
Amy Franko (AMY FRANKO ASSOCIATES)
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1.0
FREE
April 1, 2025 2:00PM EDT
2024 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
April 1, 2025 4:00PM EDT
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 2, 2025 9:00AM EDT
BRAND NEW COURSE!
ETHICAL GOVERNANCE AND INTEGRITY IN INTERNAL AUDITING
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
April 2, 2025 10:00AM EDT
BRAND NEW COURSE!
THE RESILIENT LEADER: NAVIGATING CHANGE WITH CONFIDENCE
Jina Etienne, CPA, CGMA (ETIENNE CONSULTING)
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1.0
FREE
April 2, 2025 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
April 2, 2025 11:00AM EDT
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE
April 2, 2025 12:00PM EDT
THE FUTURE OF ACCOUNTS PAYABLE: FASTER, SAFER, SMARTER
Ted McRae (MAKERSHUB)
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1.0
FREE

Member Resources

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Build Value By Choice Podcast
Infinite Horizons
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Cannabis Accounting Podcast
DOPE CFO
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Capstan Live
Capstan Tax Strategies
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Current Federal Tax Developments
Kaplan Financial Education
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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE