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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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September 25, 2024 3:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
September 25, 2024 4:00PM EDT
BRAND NEW COURSE!
INSURANCE MARKETPLACE SHIFTS AND EFFECTS: WHAT PRACTITIONERS NEED TO KNOW
Patti Clement-Essertier (HUB INTERNATIONAL LIMITED)
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1.0
FREE
September 25, 2024 5:00PM EDT
TAX LEGISLATION ANALYSIS: APPLICATION OF PRINCIPLES OF GOOD TAX POLICY
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
FREE
September 26, 2024 9:00AM EDT
CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler Clark (DREAM FIRMS)
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1.0
FREE
September 26, 2024 9:00AM EDT
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
September 26, 2024 10:00AM EDT
REDEFINING YOUR FIRM: PRACTICE MANAGEMENT TIPS FROM THE TRENCHES
Jason Deshayes (COOK WEALTH MANAGEMENT GROUP)
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1.0
FREE
September 26, 2024 10:00AM EDT
GETTING SAFELY THROUGH RETIREMENT: MEDICARE AND LONG-TERM CARE
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
September 26, 2024 10:00AM EDT
YEAR-ROUND 1099 AND W-9 COMPLIANCE
Gordon Walsh (AVALARA)
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1.0
FREE
September 26, 2024 11:00AM EDT
BRAND NEW COURSE!
REVOLUTIONIZING U.S. AUDITS: ACHIEVE SEAMLESS EFFICIENCY WITH INFLO WORKPAPERS
Evan Deford, CPA (INFLO)
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1.0
FREE
September 26, 2024 11:00AM EDT
ENHANCE YOUR FINANCIAL PROCESSES: IDENTIFY SIGNS YOU HAVE OUTGROWN QUICKBOOKS
Andrew Horrow, CPA (FORVIS MAZARS)
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1.0
FREE
September 26, 2024 12:00PM EDT
REVENUE FIRST: HOW TO PRIORITIZE YOUR TECH STACK
Jennie Moore (IGNITION)
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1.0
FREE
September 26, 2024 12:00PM EDT
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Todd C Steinberg (THRIVE FINANCIAL GROUP)
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1.0
FREE
September 26, 2024 1:00PM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
September 26, 2024 1:30PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
September 26, 2024 3:00PM EDT
2023 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
September 26, 2024 3:00PM 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
September 26, 2024 4:00PM EDT
BRAND NEW COURSE!
DIRECT INDEXING: REVOLUTIONIZING INVESTMENT STRATEGIES
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
September 26, 2024 6:00PM EDT
U.S. EXPATRIATE TAXATION
Katrina Haynes, CPA (HAYNES GLOBAL TAX EXPERTS LLC)
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1.0
FREE
September 27, 2024 9:00AM EDT
BRAND NEW COURSE!
CONFIDENCE TRANSFORMATION: HOW TO STEP INTO YOUR POWER
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
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1.0
FREE
September 27, 2024 10:00AM EDT
INTERNATIONAL TAX: ALL ABOUT FOREIGN TRUSTS
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE

Member Resources

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The Value Pricing Podcast
Mark Wickersham FCA
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150 IRS Response Letter Templates
ASTPS
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$80.00
Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Advance Your Excel Skills: Earn 124 CPE For Less Than $6 Per Credit Hour
Excel University
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$520.00
Divvy Offers the Credit & Software Your Business Needs to Thrive
BILL Spend & Expense
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