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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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April 21, 2025 9:00AM EDT
PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
April 21, 2025 2:00PM EDT
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
April 21, 2025 4:00PM EDT
BRAND NEW COURSE!
FINANCIAL PLANNING FOR SPECIAL NEEDS: UNIQUE SCENARIOS AND CARE STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 21, 2025 4:00PM EDT
FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 22, 2025 10:00AM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
April 22, 2025 12:00PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
April 22, 2025 1:00PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
April 22, 2025 2:00PM EDT
TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH DRAKE SOFTWARE
Bethany Virga (DRAKE SOFTWARE)
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1.0
FREE
April 22, 2025 4:00PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 23, 2025 11:00AM EDT
THE ACCOUNTING TALENT PIPELINE: BUILDING FROM THE GROUND UP
Tamera Loerzel (CONVERGENCECOACHING, LLC)
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1.0
FREE
April 23, 2025 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
April 23, 2025 12:00PM EDT
HOW TO PROACTIVELY MANAGE CORPORATE ENTITY COMPLIANCE
Nellie Akalp (CORPNET.COM)
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1.0
FREE
April 23, 2025 1:00PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE
April 23, 2025 3:00PM EDT
BRAND NEW COURSE!
THE PATH TO $192K: HOW TO CONFIDENTLY PROVIDE IN-DEMAND CFO ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
FREE
April 24, 2025 1:00PM EDT
THE TAX SEASON GUIDE: PROTECT YOUR FIRM & YOUR SANITY WITH STRATEGIC OUTSOURCING
Todd Steinberg (GKM TAX INC.)
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1.0
FREE
April 24, 2025 4:00PM EDT
ROTH CONVERSIONS: NOT JUST FOR THE YOUNG AT HEART
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 25, 2025 11:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
April 25, 2025 2:00PM EDT
DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX CREDIT FOR YOUR CLIENTS
Kevin Zolriasatain (KBKG)
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1.0
FREE
April 28, 2025 9:00AM EDT
TAX PLANNING: GIFT TAX ORDINARY COURSE OF BUSINESS; PROVING BASIS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
April 28, 2025 12:00PM EDT
PROFESSIONAL ETHICS FOR ACCOUNTANTS
Herb Rubenstein (HERB RUBENSTEIN CONSULTING)
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2.0
$60.00

Member Resources

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Simply Tax Podcast
Forvis Mazars
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Build Value By Choice Podcast
Infinite Horizons
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The Retirement Risk Show
Retirement Risk Advisors
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Breaking Beliefs - Amy Vetter
The B3 Method Institute
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DWealth Muse
DWealth Education
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