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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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November 15, 2024 4:00PM EST
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
November 16, 2024 11:00AM EST
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
November 18, 2024 9:00AM EST
EMAIL EXTINGUISHER: SIMPLE STEPS TO SHRINK THE INBOX
Marcey Rader CSP (RADERCO)
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1.0
FREE
November 18, 2024 10:00AM EST
ETHICS AND LEADERSHIP FOR ACCOUNTANTS
Herb Rubenstein (HERB RUBENSTEIN CONSULTING)
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2.0
$60.00
November 18, 2024 10:00AM EST
BRAND NEW COURSE!
PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
November 18, 2024 12:00PM EST
THE EMOTIONAL SIDE OF WEALTH: A CPA'S GUIDE TO SERVING HIGH-NET-WORTH FAMILIES
Alex Bean (THE FACTORY)
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1.0
FREE
November 18, 2024 1:00PM EST
BRAND NEW COURSE!
CREATING DEEPER CONNECTIONS: THE IMPACT OF STORYTELLING IN AN ADVISORY PRACTICE
Jina Etienne, CPA, CGMA (ETIENNE CONSULTING)
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1.0
FREE
November 18, 2024 1:00PM EST
IMPLEMENTING HIGH-VALUE BUSINESS ADVISORY SERVICES: 5 PROVEN STEPS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
November 18, 2024 2:00PM EST
SPEND MANAGEMENT: HOW YOUR CLIENTS CAN LEVERAGE CARDS AND CONTROL
Kimberly Blascoe (CPA.COM)
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1.0
FREE
November 19, 2024 10:00AM EST
BRAND NEW COURSE!
NEXUS CONSIDERATIONS FOR MULTISTATE BUSINESSES
Ariele Doolittle (HODGSON RUSS LLP)
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1.5
FREE
November 19, 2024 10:00AM EST
GETTING BACK TO WHO YOU ARE: AUTHENTICITY
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
November 19, 2024 11:00AM EST
BRAND NEW COURSE!
FAMILY OFFICE: NAVIGATING THE AI REVOLUTION RESPONSIBLY AND STRATEGICALLY
Randima Fernando (CENTER FOR HUMANE TECHNOLOGY)
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1.5
FREE
November 19, 2024 12:00PM EST
PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
November 19, 2024 12:30PM EST
ADVANCED COST SEGREGATION BENEFITS, 45L ENERGY CREDITS, AND 179D DEDUCTIONS
Erik Oliver (COST SEGREGATION AUTHORITY)
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1.0
FREE
November 19, 2024 2:00PM EST
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
November 19, 2024 3:00PM EST
STRATEGIC IMPLEMENTATION OF AI IN FINANCE
Mark Brousseau (BROUSSEAU & ASSOCIATES)
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1.0
FREE
November 19, 2024 4:00PM EST
FORM 1040 ULTRATAX EFFICIENCY HACK: REPLACE FILECABINET CS WITH MODERN TOOLS
Daniel Fritz (SMARTVAULT)
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1.0
FREE
November 19, 2024 4:00PM EST
ESSENTIAL RULES FOR 1099 REPORTING TO INDEPENDENT CONTRACTORS
Marcia L. Miller, MBA, EA (FINANCIAL HORIZONS, INC)
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2.0
$60.00
November 20, 2024 9:00AM EST
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
November 20, 2024 9:30AM EST
DIVORCE: A NEW BEGINNING FOR YOUR CLIENTS
Lisa Hutter (IRONOAK WEALTH)
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1.0
FREE

Member Resources

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The Growth Minded Accountant
CountingWorks PRO
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The Retirement Risk Show
Retirement Risk Advisors
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The Tech Talk for Accountants Show
Andrew Lassise
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Taxing Topics With Withum
WithumSmith+Brown, PC
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Breaking Beliefs - Amy Vetter
The B3 Method Institute
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