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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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July 23, 2024 11:00AM EDT
INTRODUCTION TO LIFE INSURANCE IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
July 9, 2024 5:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
July 23, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 20, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 6, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 20, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
July 23, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 6, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
July 24, 2024 10:00AM EDT
INTERNATIONAL TAX PRIMER
Chaya Siegfried, CPA, MST (WITHUMSMITH+BROWN, PC)
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1.0
FREE
July 17, 2024 10:00AM EDT
INTERNATIONAL TAX: ALL ABOUT FOREIGN RETIREMENT ACCOUNTS
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
July 10, 2024 2:00PM EDT
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
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1.0
FREE
July 10, 2024 3:00PM EDT
HOW TO START A CFO SERVICE THAT GETS REAL RESULTS
Adam Lean (THE CFO PROJECT)
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1.0
FREE
September 6, 2024 9:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
August 7, 2024 9:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
July 11, 2024 5:00PM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
$60.00
July 10, 2024 10:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
July 10, 2024 3:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
July 18, 2024 1:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
July 31, 2024 3:00PM EDT
HOW TO BUILD A MILLION DOLLAR FIRM THROUGH ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
FREE
July 15, 2024 12:00PM EDT
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE

Member Resources

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150 IRS Response Letter Templates
ASTPS
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$80.00
The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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$147.00
CPAacademy.org Tshirt
CPAacademy.org
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$40.00
Current Federal Tax Developments
Kaplan Financial Education
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Own Your Wealth Podcast
Cook Wealth Management Group
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