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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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April 21, 2025 4:00 PM EDT
BRAND NEW COURSE!
FINANCIAL PLANNING FOR SPECIAL NEEDS: UNIQUE SCENARIOS AND CARE STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
$30.00
April 22, 2025 9:00 AM EDT
FINANCIAL AND ORGANIZATIONAL PLANNING FOR BUSINESSES: ENSURING A BRIGHT FUTURE
Lisa Hutter (IRONOAK WEALTH)
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1.0
$30.00
April 22, 2025 10:00 AM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
$30.00
April 22, 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 22, 2025 11:00 AM EDT
THE BASICS OF NOT-FOR-PROFIT (NFP) FINANCIALS
Alexander Buchholz (PKF O'CONNOR DAVIES LLP)
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1.0
$30.00
April 22, 2025 12:00 PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
April 22, 2025 12:00 PM EDT
BRAND NEW COURSE!
EXIT PLANNING: MEASURING AND MANAGING RISK
John Leonetti, Esq., M.S. Finance, CFP, CM&AA, Certified Business Exit Consultant (INTERNATIONAL EXIT PLANNING ASSOCIATION)
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1.0
FREE
April 22, 2025 12:00 PM EDT
BRAND NEW COURSE!
BUILD YOUR MOST EFFICIENT FIRM WITH INTUIT PROCONNECT TAX AUTOMATION & INSIGHTS
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
April 22, 2025 1:00 PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
April 22, 2025 2:00 PM EDT
TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH DRAKE SOFTWARE
Bethany Virga (DRAKE SOFTWARE)
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1.0
FREE
April 22, 2025 3:00 PM EDT
UNLOCKING FIRM INTELLIGENCE: EMBEDDING INTELLIGENCE IN EVERY ASPECT OF THE FIRM
Erin Leckie (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
April 22, 2025 3:00 PM EDT
TAX AUTOMATION: THE LATEST TOOLS & PROCESSES YOU NEED TO KNOW
Danielle Esper (THOMSON REUTERS)
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1.0
FREE
April 22, 2025 4:00 PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 22, 2025 4:00 PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
April 22, 2025 5:00 PM EDT
BRAND NEW COURSE!
LABOR AND EMPLOYMENT LAW UPDATES: NAVIGATING 2025 CHANGES AND TRENDS
Karen J. Sloat (SLOAT LAW GROUP, APC)
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1.5
FREE
April 23, 2025 9:00 AM EDT
FRAUD: WHAT TO LOOK FOR AND WHERE TO LOOK
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
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1.0
$30.00
April 23, 2025 10:00 AM EDT
MAXIMIZING SOCIAL SECURITY AS A FOUNDATION FOR RETIREMENT INCOME PLANNING
Rob Belcuore (CPA RETIREMENT SOLUTIONS)
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1.0
FREE
April 23, 2025 11:00 AM EDT
THE ACCOUNTING TALENT PIPELINE: BUILDING FROM THE GROUND UP
Tamera Loerzel (CONVERGENCECOACHING, LLC)
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1.0
FREE
April 23, 2025 11:00 AM 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
April 23, 2025 12:00 PM 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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Ebook: Make Client Accounting Services a Win-Win for You and Your Clients
AccountantsWorld, LLC
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FREE
Cannabis Accounting Podcast
DOPE CFO
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Accounting Insiders Podcast
Insightful Accountant, LLC
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The CPA Advisory Show
Chris Hervochon, CPA, CVA, LLC
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Current Federal Tax Developments
Kaplan Financial Education
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