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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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September 12, 2024 4:00PM EDT
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
September 12, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 12, 2024 2:00PM EDT
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Carrie Bellinger (THOMSON REUTERS)
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1.0
FREE
September 12, 2024 2:00PM EDT
BRAND NEW COURSE!
CHECK OUT THE FUTURE: B2B DIGITAL PAYMENTS
John Gronen (YOOZ INC.)
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1.0
FREE
September 12, 2024 1:30PM EDT
COURAGEOUS LEADERSHIP: THE ETHICAL BEHAVIORS
Sandra Ford Walston (THE COURAGE EXPERT)
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2.0
$60.00
September 12, 2024 11:00AM EDT
TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
September 12, 2024 10:00AM 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
September 12, 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
September 11, 2024 5:00PM EDT
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2024
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
September 11, 2024 4:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
September 11, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 11, 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 11, 2024 3:00PM EDT
GROW YOUR SMALL CPA FIRM WITH GOOGLE ADS
Christian Jones (TAXPROMARKETER)
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1.0
FREE
September 11, 2024 2:00PM EDT
HOW A SMART DOCUMENT MANAGEMENT SYSTEM CAN IMPROVE YOUR PRACTICE
Aaron Dick (SMARTVAULT)
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1.0
FREE
September 11, 2024 2:00PM EDT
TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH DRAKE SOFTWARE
Jeremy Duke (DRAKE SOFTWARE)
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1.0
FREE
September 11, 2024 12:00PM EDT
AI-POWERED AP: STREAMLINE YOUR WORKFLOW WITH MAKERSHUB
Ted McRae (MAKERSHUB)
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1.0
FREE
September 11, 2024 12:00PM EDT
NEWLY UPDATED!
THE CHECKLIST: REAL ESTATE INCENTIVES FOR TAX YEAR 2024
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
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1.0
FREE
September 11, 2024 12:00PM EDT
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
September 11, 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
September 11, 2024 11:00AM EDT
DEVELOPING YOUR 30-DAY PERSONAL PURPOSE PLAN
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE

Member Resources

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Build Value By Choice Podcast
Infinite Horizons
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Current Federal Tax Developments
Kaplan Financial Education
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The Value Pricing Podcast
Mark Wickersham FCA
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32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE
#1 Reasonable Compensation Analysis Solution
RCReports, Inc.
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$1,500.00