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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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September 18, 2024 1:00PM EDT
BRAND NEW COURSE!
USING TAX CREDITS AND INCENTIVES TO INCREASE YOUR ADVISORY SERVICES
Randy Crabtree, CPA (TRI-MERIT SPECIALTY TAX PROFESSIONALS)
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1.0
FREE
September 18, 2024 12:00PM EDT
ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
September 18, 2024 11:00AM EDT
DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
September 16, 2024 4:00PM EDT
LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE
September 12, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 12, 2024 2:00PM EDT
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Carrie Bellinger (THOMSON REUTERS)
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1.0
FREE
September 11, 2024 5:00PM EDT
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2024
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
September 11, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 11, 2024 2:00PM EDT
TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH DRAKE SOFTWARE
Jeremy Duke (DRAKE SOFTWARE)
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1.0
FREE
September 10, 2024 12:00PM EDT
2023 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
September 9, 2024 10:00AM EDT
ASSESSING AUDIT EVIDENCE
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
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1.0
FREE
September 6, 2024 3:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
FREE
September 6, 2024 12:00PM EDT
IRS PRESENTING: CIRCULAR 230 PROFESSIONAL RESPONSIBILITY IN TODAY'S TAX PRACTICE
Sharyn M. Fisk (IRS)
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2.0
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
September 5, 2024 5:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
September 5, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 5, 2024 3:00PM EDT
REVAMP ACCOUNTS PAYABLE: MODERN METHODS TO STREAMLINE & AUTOMATE YOUR PROCESS
Gilberto "Cep" Cenavia (BILL)
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1.0
FREE
September 5, 2024 2:00PM EDT
DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Joe Wroblewski (SAFESEND)
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1.0
FREE
September 5, 2024 2:00PM EDT
TRANSFORM YOUR FIRM WITH INTEGRATED DOCUMENT AND PRACTICE MANAGEMENT SOLUTIONS
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
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1.0
FREE
September 5, 2024 12:00PM EDT
PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00

Member Resources

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150 IRS Response Letter Templates
ASTPS
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$80.00
Simply Tax Podcast
Forvis Mazars
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Accounting Podcast
The Accounting Podcast
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Cannabis Accounting Podcast
DOPE CFO
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DWealth Muse
DWealth Education
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