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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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February 27, 2025 4:00PM EST
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
February 27, 2025 4:00PM EST
FEDERAL TAX DEVELOPMENTS (INCLUDING RECENT COURT CASES AND RULINGS) JANUARY 2025
David De Jong, CPA (STEIN SPERLING BENNETT DE JONG DRISCOLL PC)
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1.0
FREE
February 27, 2025 7:00PM EST
LIVE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
February 28, 2025 9:00AM EST
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2025
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
February 28, 2025 11:00AM EST
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
February 28, 2025 3:00PM EST
BRAND NEW COURSE!
ASCEND LEADERSHIP MONTHLY: MASTERING EMOTIONAL INTELLIGENCE
Jina Etienne, CPA, CGMA (ETIENNE CONSULTING)
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1.0
FREE
March 3, 2025 9:00AM EST
NAVIGATING IRS INSTALLMENT AGREEMENT OPTIONS
Catharine O'Connor (TAX MENTOR)
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1.0
FREE
March 3, 2025 12:00PM EST
FUNDAMENTALS OF FIDUCIARY TAXATION & FORM 1041
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
March 3, 2025 4:00PM EST
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
March 3, 2025 6:00PM EST
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
March 4, 2025 9:00AM EST
CHARITABLE GIVING AND DONOR-ADVISED FUNDS
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
March 4, 2025 10:00AM EST
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
March 4, 2025 11:00AM EST
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
March 4, 2025 12:00PM EST
S CORPORATION VS. LLC: SIMILARITIES AND DIFFERENCES
Nellie Akalp (CORPNET.COM)
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1.0
FREE
March 4, 2025 1:00PM EST
BRAND NEW COURSE!
CYBERSECURITY UPDATE FOR CAS FIRM LEADERS
Donny Shimamoto (INTRAPRISETECHKNOWLOGIES LLC)
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1.0
FREE
March 4, 2025 4:00PM EST
INTERNAL CONTROLS AND FRAUD RISKS FOR NON-PROFITS
Neely Duncan, CPA, CFE (FORVIS MAZARS)
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1.5
FREE
March 5, 2025 9:00AM EST
GROW PER-CLIENT REVENUE: IRS TRANSCRIPT TOOLS FROM TAX HELP SOFTWARE
Roger Nemeth, EA (TAX MENTOR)
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1.0
FREE
March 5, 2025 10:00AM EST
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
March 5, 2025 11:00AM EST
DEVELOPING YOUR 30-DAY PERSONAL PURPOSE PLAN
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
March 5, 2025 11:00AM EST
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE

Member Resources

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The Retirement Risk Show
Retirement Risk Advisors
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150 IRS Response Letter Templates
ASTPS
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$80.00
Accounting High - Freshman Year
Accounting High
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Accounting Insiders Podcast
Insightful Accountant, LLC
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Tax Notes Talk
Tax Notes
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