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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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September 9, 2024 4:00PM EDT
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
September 9, 2024 6:00PM EDT
BRAND NEW COURSE!
BANCOS CON TU HERRAMIENTA CONTABLE Y APLICACIONES
Vanessa Vasquez, MBA (VASQUEZ SERVICES / QUICKBOOKSENESPANOL.COM)
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1.0
FREE
September 10, 2024 9:00AM EDT
BEYOND THE FBAR: NEW FINCEN REQUIREMENTS WITH HEFTY PENALTIES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
September 10, 2024 11:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
September 10, 2024 12:00PM EDT
BUSINESS INCORPORATION STRATEGIES
Nellie Akalp (CORPNET.COM)
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1.5
FREE
September 10, 2024 12:00PM EDT
2023 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
September 10, 2024 2:00PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
September 10, 2024 2:00PM EDT
ETHICS FOR ENROLLED AGENTS AND CPAs: BEST PRACTICES AND CLIENT BOUNDARIES
Angelene Wierzbic, EA, CTRS (ASTPS)
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2.0
$60.00
September 10, 2024 4:00PM EDT
HOW CONTROLLERS CAN KEEP FRAUD AT BAY WITH VIRTUAL CARDS AND REAL-TIME BUDGETS
Aaron Wilkinson (BILL SPEND & EXPENSE)
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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
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 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 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 3:00PM EDT
GROW YOUR SMALL CPA FIRM WITH GOOGLE ADS
Christian Jones (TAXPROMARKETER)
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1.0
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 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 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 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 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

Member Resources

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The Soul of Enterprise: Business in the Knowledge Economy
The Soul of Enterprise
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The Unique CPA
Tri-Merit Specialty Tax Professionals
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Build Value By Choice Podcast
Infinite Horizons
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DWealth Muse
DWealth Education
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ASC 842, GASB 87, and IFRS 16: See LeaseQuery in Action
FinQuery
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