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Live CPE Webinars

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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 4:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
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
September 12, 2024 11:00AM EDT
TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
September 12, 2024 1:30PM EDT
COURAGEOUS LEADERSHIP: THE ETHICAL BEHAVIORS
Sandra Ford Walston (THE COURAGE EXPERT)
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2.0
$60.00
September 12, 2024 2:00PM EDT
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Carrie Bellinger (THOMSON REUTERS)
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1.0
FREE
September 12, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 12, 2024 4:00PM EDT
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
September 12, 2024 5:00PM EDT
IRS PRESENTING: NAVIGATING THE RESTART OF AUTOMATED COLLECTION NOTICES
Michael Smith (IRS)
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1.0
FREE
September 13, 2024 9:00AM EDT
FRAUD: WHAT TO LOOK FOR AND WHERE TO LOOK
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
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1.0
FREE
September 13, 2024 10:00AM EDT
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
September 13, 2024 5:00PM EDT
TAX UPDATES: TRUST MODIFICATION, BUY-SELL AGREEMENTS, FINANCING
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
September 16, 2024 9:00AM EDT
MINDSET MASTERY: UNLOCKING PERSONAL AND PROFESSIONAL GROWTH
Kathy Grosskurth (BOOKKEEPING CLEAN AND SIMPLE)
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1.0
FREE
September 16, 2024 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
September 16, 2024 12:00PM EDT
PROFESSIONAL ETHICS FOR ACCOUNTANTS
Herb Rubenstein (HERB RUBENSTEIN CONSULTING)
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2.0
$60.00
September 16, 2024 1:00PM EDT
EVOLVING CPA SUCCESSION: TRADITIONAL MODALITIES TO NEW HORIZONS
Alex Meschi (SAM)
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1.0
FREE
September 16, 2024 3:30PM EDT
HOW SMALL PUBLIC ACCOUNTING FIRMS CAN DOMINATE GOOGLE IN 2024
Christian Jones (TAXPROMARKETER)
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1.0
FREE

Member Resources

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Become an Accountant Referral Partner
BILL
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Referral Program: Melio
Melio
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Own Your Wealth Podcast
Cook Wealth Management Group
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