Date
Course Title
Credits
Fee
Live CPE Webinars
June 4, 2024
3:00PM EDT
2024-06-04T19:00:00Z
BREAKING FREE: UNLOCK THE SECRETS OF WORKING ON YOUR BUSINESS, NOT JUST IN IT
Nicole Davis (BUTLER-DAVIS TAX & ACCOUNTING LLC)
Nicole Davis (BUTLER-DAVIS TAX & ACCOUNTING LLC)
1.0
FREE
June 4, 2024
4:00PM EDT
2024-06-04T20:00:00Z
2.0
FREE
June 4, 2024
4:00PM EDT
2024-06-04T20:00:00Z
1.5
FREE
June 5, 2024
9:00AM EDT
2024-06-05T13:00:00Z
1.0
FREE
June 5, 2024
10:00AM EDT
2024-06-05T14:00:00Z
HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler S. Clark (DREAM FIRMS)
Tyler S. Clark (DREAM FIRMS)
1.0
FREE
June 5, 2024
10:00AM EDT
2024-06-05T14:00:00Z
1.0
FREE
June 5, 2024
11:00AM EDT
2024-06-05T15:00:00Z
1.0
FREE
June 5, 2024
12:00PM EDT
2024-06-05T16:00:00Z
HOW CONTROLLERS CAN KEEP FRAUD AT BAY WITH VIRTUAL CARDS AND REAL-TIME BUDGETS
Aaron Wilkinson (BILL SPEND & EXPENSE)
Aaron Wilkinson (BILL SPEND & EXPENSE)
1.0
FREE
June 5, 2024
12:00PM EDT
2024-06-05T16:00:00Z
BRAND NEW COURSE!
FROM ANGEL TO UNICORN: THE R&D TAX CREDIT FOR SOFTWARE DEVELOPERS AND START-UPS
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
1.0
FREE
June 5, 2024
1:00PM EDT
2024-06-05T17:00:00Z
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
Amanda Aguillard, CPA, COO (PADGETT)
1.0
FREE
June 5, 2024
1:00PM EDT
2024-06-05T17:00:00Z
SPEND & EXPENSE MANAGEMENT: INTEGRATING INNOVATIVE TOOLS & POLICIES INTO A FIRM
Jason Blumer CPA (THRIVEAL CPA NETWORK)
Jason Blumer CPA (THRIVEAL CPA NETWORK)
1.0
FREE
June 5, 2024
1:00PM EDT
2024-06-05T17:00:00Z
2.0
$60.00
June 5, 2024
2:00PM EDT
2024-06-05T18:00:00Z
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
Pete Miele (SUREPREP)
1.0
FREE
June 5, 2024
2:00PM EDT
2024-06-05T18:00:00Z
1.0
FREE
June 5, 2024
2:00PM EDT
2024-06-05T18:00:00Z
DEMYSTIFYING CYBERSECURITY & COMPLIANCE: PRACTICAL TIPS TO SAFEGUARD YOUR FIRM
Luke Kiely (SMARTVAULT)
Luke Kiely (SMARTVAULT)
1.0
FREE
June 5, 2024
3:00PM EDT
2024-06-05T19:00:00Z
1.0
FREE
June 5, 2024
4:00PM EDT
2024-06-05T20:00:00Z
BECOMING A CHERISHED ADVISOR®: HOW TO GROW & SCALE A CAS PRACTICE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
June 5, 2024
5:00PM EDT
2024-06-05T21:00:00Z
BUILDING A COMPREHENSIVE, EFFECTIVE AND EXPERTLY CRAFTED RETIREMENT PLAN
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
1.5
FREE
June 6, 2024
9:00AM EDT
2024-06-06T13:00:00Z
1.0
$30.00
June 6, 2024
10:00AM EDT
2024-06-06T14:00:00Z
HANDLING AN INTERNATIONAL TAX ASSESSMENT: FORM 3520
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
May 8, 2025
2.0
$60.00
May 7, 2025
9.0
$270.00
May 7, 2025
3.0
$90.00
May 6, 2025
2.0
$60.00
Publications
Publication Date
Name
Fee
$84.15
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
May 29, 2024
FIND THE LEADER WITHIN: UNLEASHING YOUR LEADERSHIP POTENTIAL
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
1.0
FREE
May 29, 2024
MAXIMIZING TAX ADVISORY TOOLS WITH REASONABLE COMPENSATION STRATEGIES
Geni Whitehouse, CPA, CITP, CSPM (THE IMPACTFUL ADVISOR)
Geni Whitehouse, CPA, CITP, CSPM (THE IMPACTFUL ADVISOR)
1.0
FREE
May 29, 2024
FINDING OPPORTUNITY: IDENTIFYING SPECIALTY TAX INCENTIVE TRIGGERS
Todd French (CAPSTAN TAX STRATEGIES)
Todd French (CAPSTAN TAX STRATEGIES)
1.0
FREE
May 29, 2024
1.0
FREE
May 29, 2024
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
1.0
FREE
