Expiration Date
Course Title
Credits
Fee
Self-Study CPE
December 23, 2025
1.0
$30.00
December 23, 2025
1.0
FREE
December 16, 2025
2.0
$60.00
December 16, 2025
1.0
FREE
December 11, 2025
1099 REPORTING DEMYSTIFIED: INCLUDING THE NEW IRS REPORTING ANNOUNCED 11/26/24
Marcia L. Miller, MBA, EA (FINANCIAL HORIZONS, INC)
Marcia L. Miller, MBA, EA (FINANCIAL HORIZONS, INC)
2.0
$60.00
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
December 12, 2023
1.0
FREE
December 12, 2023
1.0
FREE
December 11, 2023
GIFT TAX RETURN ADEQUATE DISCLOSURE; CONSTRUCTIVE DIVIDEND; TRANSFEREE LIABILITY
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
1.5
FREE
December 11, 2023
THE CHERISHED ADVISOR®: THE SIMPLE SALES PROCESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
December 11, 2023
NAVIGATING FAMILY OFFICE COMPLEXITY: SOLUTIONS FOR TOMORROW'S WEALTH MANAGEMENT
Kimberly Blascoe (CPA.COM)
Kimberly Blascoe (CPA.COM)
1.0
FREE
