No fee
Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

Date Sort
Course Title Sort down
Credits
Fee
July 9, 2024 5:00PM EDT
BUBBLES AND BUSTS: LESSONS FROM HISTORY AND HOW TO PROTECT YOUR PORTFOLIO
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
View Details / Register
1.5
FREE
July 25, 2024 11:00AM EDT
BE MORE PRESENT TO BE PRODUCTIVE: INTENTIONAL TIME MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
View Details / Register
1.0
FREE
July 11, 2024 9:00AM EDT
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
View Details / Register
1.0
$30.00
July 22, 2024 4:00PM EDT
BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
View Details / Register
1.0
FREE
July 3, 2024 11:00AM EDT
BRAND NEW COURSE!
AVOID GHOSTING & SECURE REVENUE: THE PROPOSAL TO CASH FORMULA
Omry Man (ANCHOR)
View Details / Register
1.0
FREE
July 5, 2024 11:00AM EDT
ASSESSING AUDIT EVIDENCE
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
View Details / Register
1.0
FREE
July 17, 2024 4:30PM EDT
AN ADVANCED LOOK INTO ANNUITIES IN 2024
Carlos Dias Jr. (DIAS WEALTH)
View Details / Register
1.5
FREE
July 9, 2024 12:00PM EDT
BRAND NEW COURSE!
ACCOUNTING BEST PRACTICES: MITIGATING THE RISK OF CYBERATTACKS & PAYMENT FRAUD
Mark Brousseau (BROUSSEAU & ASSOCIATES)
View Details / Register
1.0
FREE
July 11, 2024 11:00AM EDT
ACCELERATING FINANCIAL INVESTIGATIONS: KEY CAPABILITIES & STRATEGIC TECHNOLOGY
Tod McDonald, CPA (VALID8 FINANCIAL, INC.)
View Details / Register
1.0
FREE
July 3, 2024 4:00PM EDT
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
View Details / Register
1.0
FREE
July 15, 2024 4:00PM EDT
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
View Details / Register
1.0
FREE
July 3, 2024 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
View Details / Register
1.0
FREE
July 17, 2024 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
View Details / Register
1.0
FREE
July 17, 2024 2:00PM EDT
2024 INNOVATIONS IN 1040 ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING
Ryan Whittaker (SUREPREP)
View Details / Register
1.0
FREE
July 22, 2024 2:00PM EDT
2023 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
View Details / Register
2.0
$60.00
July 12, 2024 4:00PM EDT
179D TODAY AND TOMORROW: THE FUTURE OF GREEN BUILDING TAX INCENTIVES
Jesse Stanley (KBKG)
View Details / Register
1.0
FREE
July 30, 2024 4:00PM EDT
1099 REPORTING SIMPLIFIED
Marcia L. Miller, MBA, EA (FINANCIAL HORIZONS, INC)
View Details / Register
2.0
$60.00
July 2, 2024 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
View Details / Register
1.0
$30.00

Member Resources

Post Date Sort down
Name Sort
Fee
Own Your Wealth Podcast
Cook Wealth Management Group
View Details
Be a Part of the Virtual Network
Intuit TurboTax Live
View Details
The Boomer Briefing
Boomer Consulting, Inc.
View Details
The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
View Details
$147.00
Powered Path Program: Your Tool for Reflection, Planning, & Prioritization!
RaderCo
View Details
$179.10