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Live CPE Webinars

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October 17, 2024 4:00PM EDT
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
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1.0
FREE
October 17, 2024 12:30PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
October 17, 2024 10:00AM EDT
ETHICS AND COMPLIANCE: ADAPTING TO THE NEW REALITY
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
October 16, 2024 4:00PM EDT
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
October 16, 2024 12:00PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
October 16, 2024 11:00AM EDT
DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
October 16, 2024 10:00AM EDT
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
October 15, 2024 4:00PM EDT
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
October 15, 2024 12:00PM EDT
PROFESSIONAL ETHICS FOR ACCOUNTANTS
Herb Rubenstein (HERB RUBENSTEIN CONSULTING)
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2.0
$60.00
October 11, 2024 3:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
FREE
October 11, 2024 10:00AM 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
October 10, 2024 6:00PM EDT
FROM FRAZZLED TO FREEDOM: MANAGING STRESS AND ACHIEVING PERSONAL WELLNESS
Leo Flowers (THRIVE WITH LEO)
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1.0
FREE
October 10, 2024 4:00PM EDT
DON'T PLAY THE LOTTERY WITH YOUR RETIREMENT: 5 LESSONS LEARNED
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
October 10, 2024 11:00AM EDT
TAX ETHICS AND BEST PRACTICES
Roby Sawyers (ROBY SAWYERS, CPA, PHD, PROFESSOR OF ACCOUNTING)
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2.0
$60.00
October 9, 2024 5:00PM EDT
RETIRE RIGHT SERIES: 7 THINGS TO CONSIDER FOR RETIRING IN THE NEXT 3-5 YEARS
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
October 9, 2024 2:00PM EDT
STREAMLINE YOUR 1040 PROCESS WITH A LEAN TECH STACK
Scott Keil (THOMSON REUTERS)
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1.0
FREE
October 9, 2024 12:00PM EDT
SPECIALTY TAX INCENTIVES FOR MANUFACTURING AND DISTRIBUTION
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
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1.0
FREE
October 8, 2024 4:00PM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
October 8, 2024 2:00PM EDT
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Todd C Steinberg (THRIVE FINANCIAL GROUP)
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1.0
FREE
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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Tax Notes Talk
Tax Notes
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The Boomer Briefing
Boomer Consulting, Inc.
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Own Your Wealth Podcast
Cook Wealth Management Group
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Referral Program: Melio
Melio
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Taxing Topics With Withum
WithumSmith+Brown, PC
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