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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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July 2, 2024 3:00PM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
July 2, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
July 2, 2024 4:00PM 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
July 2, 2024 6:00PM EDT
THE TAXATION OF SETTLEMENTS AND JUDGMENTS: WHAT YOU NEED TO KNOW
Matthew Roberts (GRAY REED & MCGRAW)
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1.0
FREE
July 3, 2024 9:00AM EDT
UNDERSTANDING TAX TREATIES: UNITED STATES AND CANADA
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
July 3, 2024 10:00AM EDT
BRAND NEW COURSE!
MASTERING FORM W-2: AN ESSENTIAL GUIDE FOR TAX PROFESSIONALS
Jeremias Ramos (DDK & COMPANY LLP)
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1.0
FREE
July 3, 2024 11:00AM EDT
BRAND NEW COURSE!
AVOID GHOSTING & SECURE REVENUE: THE PROPOSAL TO CASH FORMULA
Omry Man (ANCHOR)
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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)
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1.0
FREE
July 3, 2024 12:00PM EDT
THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (DREAM FIRMS)
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1.0
FREE
July 3, 2024 1:00PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
July 3, 2024 2:00PM EDT
DEMYSTIFYING CYBERSECURITY & COMPLIANCE: PRACTICAL TIPS TO SAFEGUARD YOUR FIRM
Luke Kiely (SMARTVAULT)
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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)
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1.0
FREE
July 3, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
July 3, 2024 5:00PM EDT
ROTH CONVERSIONS: POTENTIAL TAX SAVINGS NOW AND IN RETIREMENT
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
July 3, 2024 6:00PM EDT
EXPLORING IRS TAX REPRESENTATION: AN INTRODUCTORY DIVE
David Ramirez (TAX RELIEF SERVICES)
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1.0
FREE
July 5, 2024 9:00AM EDT
UNDERSTANDING SCHEDULE C AUDITS
LG Brooks, EA, CTRS, NTPI Fellow (ASTPS)
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1.0
FREE
July 5, 2024 10:00AM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
July 5, 2024 11:00AM EDT
ASSESSING AUDIT EVIDENCE
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
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1.0
FREE
July 5, 2024 11:00AM EDT
INTRODUCTION TO LONG-TERM CARE IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
July 5, 2024 12:00PM 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

Self-Study CPE

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Member Resources

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Own Your Wealth Podcast
Cook Wealth Management Group
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DM Disruption Podcast
The Designated Motivator
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Advance Your Excel Skills And Earn 20 CPE Hours
Excel University
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$97.00
Current Federal Tax Developments
Kaplan Financial Education
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The Unique CPA
Tri-Merit Specialty Tax Professionals
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