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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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April 22, 2025 11:00 AM EDT
THE BASICS OF NOT-FOR-PROFIT (NFP) FINANCIALS
Alexander Buchholz (PKF O'CONNOR DAVIES LLP)
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1.0
FREE
April 22, 2025 12:00 PM EDT
BRAND NEW COURSE!
BUILD YOUR MOST EFFICIENT FIRM WITH INTUIT PROCONNECT TAX AUTOMATION & INSIGHTS
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
April 22, 2025 12:00 PM 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 1:00 PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
April 22, 2025 2:00 PM 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 3:00 PM EDT
TAX AUTOMATION: THE LATEST TOOLS & PROCESSES YOU NEED TO KNOW
Danielle Esper (THOMSON REUTERS)
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1.0
FREE
April 22, 2025 4:00 PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
April 22, 2025 4:00 PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 23, 2025 11:00 AM EDT
THE ACCOUNTING TALENT PIPELINE: BUILDING FROM THE GROUND UP
Tamera Loerzel (CONVERGENCECOACHING, LLC)
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1.0
FREE
April 23, 2025 11:00 AM 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 12:00 PM EDT
THE FUTURE OF ACCOUNTS PAYABLE: FASTER, SAFER, SMARTER
Ted McRae (MAKERSHUB)
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1.0
FREE
April 23, 2025 12:00 PM EDT
BRAND NEW COURSE!
OPTIMIZING FINANCE OPERATIONS: MANAGING 100 ENTITIES AT MARK CUBAN COMPANIES
Danny Cohen (BILL)
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1.0
FREE
April 23, 2025 12:00 PM EDT
HOW TO PROACTIVELY MANAGE CORPORATE ENTITY COMPLIANCE
Nellie Akalp (CORPNET.COM)
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1.0
FREE
April 23, 2025 1:00 PM EDT
THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
April 23, 2025 1:00 PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE
April 23, 2025 2:00 PM EDT
TURNING 1040 INEFFICIENCIES INTO OPPORTUNITIES WITH INTEGRATED TECH ADOPTION
Dan Kolleth (THOMSON REUTERS)
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1.0
FREE
April 23, 2025 2:00 PM EDT
BRAND NEW COURSE!
USING AI AND AUTOMATION TO CUT TAX PREPARATION TIME IN HALF
Daniel Fritz (SMARTVAULT)
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1.0
FREE
April 23, 2025 3:00 PM 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 23, 2025 4:00 PM EDT
IRS FORMS 1041/706/709: BEYOND THE NUMBERS FOR ESTATE & INCOME TAX ELECTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
$45.00
April 24, 2025 11:00 AM EDT
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE

Member Resources

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The Unique CPA
Tri-Merit Specialty Tax Professionals
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DWealth Muse
DWealth Education
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Accounting Twins Podcast
Accounting Twins
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Own Your Wealth Podcast
Cook Wealth Management Group
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Become an Accountant Referral Partner
BILL
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