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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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October 3, 2024 10:00AM EDT
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
October 3, 2024 1:00PM EDT
BRAND NEW COURSE!
EFFICIENT CLIENT ONBOARDING FOR CPAs: IRS TAX MONITORING AND TAX DATA RETRIEVAL
Kevin Knull, CFP® (TAXSTATUS)
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1.0
FREE
October 3, 2024 1:00PM EDT
FUTURE-PROOFING AUDIT FIRMS: EMBRACING MODERNIZATION AND TECHNOLOGY
David Wyle, CPA (THOMSON REUTERS)
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1.0
FREE
October 3, 2024 2:00PM EDT
DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Joe Wroblewski (SAFESEND)
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1.0
FREE
October 3, 2024 3:00PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
October 3, 2024 4:00PM 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
October 4, 2024 9:00AM EDT
THE INS AND OUTS OF FIRPTA: FOREIGN INVESTMENT IN U.S. REAL PROPERTY
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
October 4, 2024 10:00AM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
October 4, 2024 11:00AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
October 4, 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
October 4, 2024 3:00PM EDT
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
October 7, 2024 9:00AM EDT
PHILANTHROPY 101: TRENDS, INSIGHTS, AND PLANNING FOR CHARITABLE GIVING
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
October 7, 2024 10:00AM EDT
BEYOND THE FBAR: NEW FINCEN REQUIREMENTS WITH HEFTY PENALTIES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
October 7, 2024 11:00AM EDT
5 STEPS TO SECURE, STREAMLINE, AND GROW YOUR FIRM WITH BUSINESS ADVISORY
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
October 7, 2024 11:00AM EDT
WORK WELL REMOTELY: HEALTHY HABITS AT HOME
Marcey Rader CSP (RADERCO)
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1.0
FREE
October 7, 2024 4:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
October 7, 2024 4:00PM EDT
NO SEATS AVAILABLE
NEXUS BASICS AND THE MTC MULTISTATE VOLUNTARY DISCLOSURE PROGRAM
Richard Cram (MULTISTATE TAX COMMISSION)
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1.0
FREE
October 7, 2024 5:00PM EDT
GIG WORKERS: TAX RULES AND POLICY CONSIDERATIONS
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
FREE
October 8, 2024 10:00AM EDT
ETHICS WEBINAR FOR WOMEN: SELF-ESTEEM MATTERS
Robbie Glantz (GLANTZ & ASSOCIATES, LLC)
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2.0
$60.00
October 8, 2024 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE

Member Resources

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The Tech Talk for Accountants Show
Andrew Lassise
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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Accounting Podcast
The Accounting Podcast
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Own Your Wealth Podcast
Cook Wealth Management Group
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Build Value By Choice Podcast
Infinite Horizons
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