Upcoming Webinars
Self-Study CPE
MASTERING ESTATE PLANNING: INSIGHTS FROM CPA EXPERT BOB KEEBLER
Archived Webinars
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Recorded Date
March 13, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
2024 GIFT TAX RETURNS: FORM 709
Recorded Date
March 5, 2025
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
FUNDAMENTALS OF FIDUCIARY TAXATION & FORM 1041
Recorded Date
March 3, 2025
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
ROTH CONVERSIONS: STRATEGIES FOR NAVIGATING 2025 TAX CHANGES
Recorded Date
February 28, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Recorded Date
November 20, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Recorded Date
November 5, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
CONNELLY V. UNITED STATES: LEGAL UPDATES AND THEIR REAL WORLD EFFECTS
Recorded Date
November 4, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner
2023 GIFT TAX RETURNS: FORM 709
Recorded Date
October 10, 2024
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
2023 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Recorded Date
September 26, 2024
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
2025 GREEN BOOK REVENUE PROPOSALS: POTENTIAL ESTATE TAX IMPLICATIONS
Recorded Date
June 24, 2024
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
2022 GIFT TAX RETURNS: FORM 709
Recorded Date
October 17, 2023
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
THE BEST OF INCOME TAX AND ESTATE PLANNING: TOP PLANNING IDEAS FOR 2023
Recorded Date
October 4, 2023
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
THE EARN ACT (SECURE 2.0): ENHANCING AMERICAN RETIREMENT NOW
Recorded Date
August 16, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
IMPROVING EXISTING IRREVOCABLE TRUSTS: DECANTING, REFORMING, AND PLANNING
Recorded Date
May 25, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
NEW PROPOSED REGULATIONS: ANTI-CLAWBACK RULE EXCEPTION
Recorded Date
April 6, 2023
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Advanced
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
THE BEST OF INCOME TAX AND ESTATE PLANNING: TOP PLANNING IDEAS FOR 2022
Recorded Date
December 14, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
TAX PLANNING FOR REAL ESTATE IN 2022
Recorded Date
December 12, 2022
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
HOW TO ACCURATELY PREPARE THE 2021 709 GIFT TAX RETURN
Recorded Date
October 27, 2022
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
BASIC ESTATE ADMINISTRATION FOR CPAs AND FAs
Recorded Date
August 18, 2022
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
TRUST ADMINISTRATION FOR CPAs & ADVISORS: WHAT YOU NEED TO GUIDE YOUR CLIENTS
Recorded Date
July 15, 2022
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
GAIN REALIZATION AT DEATH AND GIFT: THE VAN HOLLEN AND PASCRELL PROPOSALS
Recorded Date
December 22, 2021
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Other
PRESIDENT BIDEN'S TAX PROPOSALS: A FIRST LOOK AT THE PENDING STORM
Recorded Date
November 12, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
ESTATE TAX REFORM AND THE 2021 PLANNING WINDOW
Recorded Date
October 6, 2021
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
2021 INCOME TAX REFORM: WHAT YOU NEED TO KNOW
Recorded Date
August 23, 2021
Cost
$12.50
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
TACTICAL AND STRATEGIC ROTH CONVERSIONS IN 2021
Recorded Date
July 1, 2021
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
THE BIDEN PRESIDENCY AND SENATE SHIFT: URGENT TAX PLANNING REQUIRED
Recorded Date
March 22, 2021
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
GEORGIA RUNOFF ELECTIONS: ANTICIPATED TAX CHANGES AFFECTING ESTATE PLANNING
Recorded Date
January 14, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
POST-ELECTION TAX AND ESTATE PLANNING: WHAT TO DO NOW
Recorded Date
November 23, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
YEAR-END PLANNING IN 2020 INCLUDING PLANNING FOR A BIDEN ADMINISTRATION
Recorded Date
October 7, 2020
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
COMPLETING THE PPP FORGIVENESS FORM: UPDATED
Recorded Date
July 9, 2020
Cost
$22.50
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
THE SECURE ACT: IRAs, ESTATE PLANNING, AND EXPANDED INFORMATION FOR TAX ADVISORS
Recorded Date
June 26, 2020
Cost
$45.00
Presentation Length
3.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
THE SECURE ACT: IRAs, ESTATE AND RETIREMENT PLANNING WITH THE NEW 10-YEAR RULE
Recorded Date
June 9, 2020
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
PAYROLL PROTECTION PROGRAM FLEXIBILITY ACT OF 2020: NON-CPE UPDATE
Recorded Date
June 4, 2020
Cost
Free
Presentation Length
0.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
PPP LOAN FORGIVENESS: UNDERSTANDING, APPLYING AND PLANNING
Recorded Date
May 28, 2020
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
INCOME TAX AND ESTATE PLANNING TECHNIQUES FOR VOLATILE ECONOMIC ENVIRONMENTS
Recorded Date
May 19, 2020
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
TAXATION OF SECURITIES DURING THE COVID-19 DOWNTURN
Recorded Date
May 5, 2020
Cost
$45.00
Presentation Length
3.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
CARES ACT 2020: CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY
Recorded Date
May 4, 2020
Cost
$37.50
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
§199A SMALL BUSINESS DEDUCTION CASE STUDIES ADDRESSING ADVANCED STRATEGIES
Recorded Date
December 27, 2019
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
TAX REFORM: TAX PLANNING DURING TIMES OF GREAT UNCERTAINTY
Recorded Date
January 10, 2019
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
§199A SMALL BUSINESS DEDUCTION: CASE STUDIES ADDRESSING ADVANCED STRATEGIES
Recorded Date
December 19, 2018
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
MAXIMIZING THE §199A DEDUCTION FOR CPAs, EAs, AND OTHER PROFESSIONALS
Recorded Date
June 27, 2018
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
TAX REFORM ANSWERS: ADDRESSING ACCOUNTANTS' BIGGEST QUESTIONS
Recorded Date
February 23, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
