Fee
Member Resources
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
September 26, 2024
DIRECT INDEXING: REVOLUTIONIZING INVESTMENT STRATEGIES
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
1.5
FREE
September 26, 2024
ENHANCE YOUR FINANCIAL PROCESSES: IDENTIFY SIGNS YOU HAVE OUTGROWN QUICKBOOKS
Andrew Horrow, CPA (FORVIS MAZARS)
Andrew Horrow, CPA (FORVIS MAZARS)
1.0
FREE
September 26, 2024
DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX CREDIT FOR YOUR CLIENTS
Kevin Zolriasatain (KBKG)
Kevin Zolriasatain (KBKG)
1.0
FREE
September 26, 2024
REDEFINING YOUR FIRM: PRACTICE MANAGEMENT TIPS FROM THE TRENCHES
Jason Deshayes (COOK WEALTH MANAGEMENT GROUP)
Jason Deshayes (COOK WEALTH MANAGEMENT GROUP)
1.0
FREE