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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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December 10, 2024 4:00PM EST
DON'T PLAY THE LOTTERY WITH YOUR RETIREMENT: 5 LESSONS LEARNED
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
December 10, 2024 5:00PM EST
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
December 11, 2024 9:00AM EST
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
December 11, 2024 12:00PM EST
ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
December 11, 2024 2:00PM EST
OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION
Carrie Bellinger (THOMSON REUTERS)
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1.0
FREE
December 11, 2024 3:00PM EST
HOW TO BUILD A MILLION DOLLAR FIRM THROUGH ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
FREE
December 12, 2024 10:00AM EST
ETHICS AND COMPLIANCE: ADAPTING TO THE NEW REALITY
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
December 12, 2024 10:00AM EST
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
December 12, 2024 11:00AM EST
OVERCOMING YOUR INNER DEBBIE DOWNER
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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1.0
FREE
December 12, 2024 12:00PM EST
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
December 12, 2024 5:00PM 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
December 13, 2024 9:00AM EST
THE HEALTHY ACCOUNTANT: IS YOUR LIFESTYLE A VALUABLE ASSET OR BIG LIABILITY?
Jill Myers (YODAYA WELLNESS)
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1.0
FREE
December 13, 2024 10:00AM EST
ETHICS: THE HIDE AND SEEK GAME OF OFFSHORE FINANCE AND CIRCULAR 230 ETHICS
Crystal Stranger (OPTIC TAX, INC)
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2.0
$60.00
December 13, 2024 10:30AM EST
CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.5
FREE
December 13, 2024 12:00PM EST
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
December 13, 2024 3:00PM EST
SOC 2 AUDITS: TOP 10 CONTROL FAILURES AND HOW TO AVOID THEM
Anurag Sharma (WITHUMSMITH+BROWN, PC)
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1.0
FREE
December 14, 2024 11:00AM EST
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
December 16, 2024 10:00AM EST
PIVOTING ON YOUR PATH
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
December 16, 2024 11:00AM EST
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
December 16, 2024 12:00PM EST
ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00

Member Resources

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Capstan Live
Capstan Tax Strategies
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The Boomer Briefing
Boomer Consulting, Inc.
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150 IRS Response Letter Templates
ASTPS
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$80.00
Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
Oh My Fraud
Greg Kyte & Caleb Newquist
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