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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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January 29, 2025 12:00PM EST
BUSINESS INCORPORATION STRATEGIES
Nellie Akalp (CORPNET.COM)
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1.5
FREE
January 29, 2025 12:00PM EST
AI-POWERED AP: STREAMLINE YOUR WORKFLOW WITH MAKERSHUB
Ted McRae (MAKERSHUB)
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1.0
FREE
January 29, 2025 1:00PM EST
YEAR-END TAX PLANNING: NAVIGATING IRS TECH ADVANCEMENTS FOR CLIENT SUCCESS
Shaun Hunley (THOMSON REUTERS)
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1.0
FREE
January 29, 2025 2:00PM EST
DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX CREDIT FOR YOUR CLIENTS
Kevin Zolriasatain (KBKG)
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1.0
FREE
January 29, 2025 2:00PM EST
NEWEST UPDATES!
2024 FEDERAL TAX UPDATE FOR INDIVIDUALS
Bradley Burnett (BRADLEY BURNETT TAX SEMINARS, LTD.)
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2.0
$60.00
January 29, 2025 4:00PM EST
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
January 29, 2025 5:00PM EST
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
January 30, 2025 9:00AM EST
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
January 30, 2025 9:00AM EST
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
January 30, 2025 10:00AM EST
BREAKING THE CHAINS: OVERCOMING THE VICIOUS CYCLE OF SELF-DOUBT
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
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1.0
FREE
January 30, 2025 11:00AM EST
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
January 30, 2025 12:00PM EST
TAX ETHICS AND BEST PRACTICES
Roby Sawyers (ROBY SAWYERS, CPA, PHD, PROFESSOR OF ACCOUNTING)
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2.0
$60.00
January 30, 2025 12:00PM EST
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
January 30, 2025 2:00PM EST
BRAND NEW COURSE!
MASTERING THE 1040 TAX RETURN
Ryan Hubbs (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
January 30, 2025 4:00PM EST
BRAND NEW COURSE!
EMAIL ETIQUETTE FOR CPAs
Ryan Standil (WRITE TO EXCITE)
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1.0
FREE
January 31, 2025 9:00AM EST
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
January 31, 2025 11:00AM EST
FBARs AND FATCA FOR INDIVIDUAL TAX FILERS
Katrina Haynes, CPA (HAYNES GLOBAL TAX EXPERTS LLC)
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1.0
FREE
January 31, 2025 3:00PM EST
BRAND NEW COURSE!
ASCEND LEADERSHIP MONTHLY: LEADERSHIP ESSENTIALS
Jina Etienne, CPA, CGMA (ETIENNE CONSULTING)
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1.0
FREE
January 31, 2025 5:00PM EST
GIG WORKERS: TAX RULES AND POLICY CONSIDERATIONS
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
FREE
February 1, 2025 11:00AM 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

Member Resources

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The Appy Hour
The Appy Hour
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Own Your Wealth Podcast
Cook Wealth Management Group
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DWealth Muse
DWealth Education
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Advance Your Excel Skills: Earn 124 CPE For Less Than $6 Per Credit Hour
Excel University
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$520.00
DM Disruption Podcast
The Designated Motivator
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