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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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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 1, 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
September 23, 2024 5:00PM EDT
UNDERSTANDING MONEY TYPES: A COURSE FOR ADVISORS
Robina Bennion, CPA (ROBINA BENNION)
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1.0
FREE
October 1, 2024 2:00PM EDT
BRAND NEW COURSE!
ULTRATAX EFFICIENCY HACK: REPLACE FILECABINET CS WITH MODERN, RELIABLE TOOLS
Daniel Fritz (SMARTVAULT)
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1.0
FREE
September 27, 2024 11:00AM EDT
TURBOTAX LIVE: BECOME A REMOTE TAX PROFESSIONAL WITH INTUIT
Santiago Barrientos (INTUIT TURBOTAX LIVE)
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1.0
FREE
November 12, 2024 3:00PM EST
TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
October 29, 2024 2:00PM EDT
TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
December 19, 2024 1:00PM EST
TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
September 27, 2024 11:00AM EDT
TIME MANAGEMENT: 5 TOOLS TO DIAL UP YOUR PRODUCTIVITY AND DIAL DOWN YOUR STRESS
Darcy Roberts (THE MANAGEMENT COACH)
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1.0
FREE
October 2, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
October 16, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
October 29, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
September 23, 2024 11:00AM EDT
THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (DREAM FIRMS)
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1.0
FREE
October 3, 2024 3:00PM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler Clark (DREAM FIRMS)
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1.0
FREE
September 24, 2024 9:00AM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler Clark (DREAM FIRMS)
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1.0
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 18, 2024 11:00AM EDT
BRAND NEW COURSE!
THE FIGHT AGAINST ALZHEIMER'S DISEASE: HOW CPAs CAN HELP
Beth Smith-Boivin (ALZHEIMER'S ASSOCIATION)
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1.0
FREE
September 25, 2024 2:00PM EDT
THE EASIEST WAY TO GET PAID FOR TAX PLANNING
William Hamilton (SMARTPATH)
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1.0
FREE
October 19, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
September 28, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE

Member Resources

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Cannabis Accounting Podcast
DOPE CFO
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Build Value By Choice Podcast
Infinite Horizons
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The Soul of Enterprise: Business in the Knowledge Economy
The Soul of Enterprise
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Own Your Wealth Podcast
Cook Wealth Management Group
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Capstan Live
Capstan Tax Strategies
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