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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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February 27, 2025 11:00AM EST
USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
February 27, 2025 12:00PM EST
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
February 27, 2025 1:00PM EST
MASTERING DROP SHIPMENT SALES TAX: COMPLIANCE STRATEGIES FOR EVERY BUSINESS SIZE
Silvia Aguirre (TAX CSA)
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1.0
FREE
February 27, 2025 2:00PM EST
BRAND NEW COURSE!
BUILDING A CASE TO BRING AUTOMATION TO YOUR FINANCE DEPARTMENT
Jami Proctor (AVIDXCHANGE, INC.)
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1.0
FREE
February 27, 2025 4:00PM EST
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
February 27, 2025 4:00PM EST
FEDERAL TAX DEVELOPMENTS (INCLUDING RECENT COURT CASES AND RULINGS) JANUARY 2025
David De Jong, CPA (STEIN SPERLING BENNETT DE JONG DRISCOLL PC)
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1.0
FREE
February 27, 2025 5:00PM EST
TAX LEGISLATION ANALYSIS: APPLICATION OF PRINCIPLES OF GOOD TAX POLICY
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
FREE
February 27, 2025 7:00PM EST
LIVE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
February 28, 2025 9:00AM EST
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2025
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
February 28, 2025 11:00AM EST
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
February 28, 2025 3:00PM EST
BRAND NEW COURSE!
ASCEND LEADERSHIP MONTHLY: MASTERING EMOTIONAL INTELLIGENCE
Jina Etienne, CPA, CGMA (ETIENNE CONSULTING)
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1.0
FREE
March 3, 2025 9:00AM EST
NAVIGATING IRS INSTALLMENT AGREEMENT OPTIONS
Catharine O'Connor (TAX MENTOR)
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1.0
FREE
March 3, 2025 12:00PM EST
FUNDAMENTALS OF FIDUCIARY TAXATION & FORM 1041
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
March 3, 2025 4:00PM EST
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
March 3, 2025 6:00PM EST
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
March 4, 2025 9:00AM EST
CHARITABLE GIVING AND DONOR-ADVISED FUNDS
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
March 4, 2025 10:00AM EST
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
March 4, 2025 11:00AM EST
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
March 4, 2025 12:00PM EST
S CORPORATION VS. LLC: SIMILARITIES AND DIFFERENCES
Nellie Akalp (CORPNET.COM)
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1.0
FREE
March 4, 2025 1:00PM EST
BRAND NEW COURSE!
CYBERSECURITY UPDATE FOR CAS FIRM LEADERS
Donny Shimamoto (INTRAPRISETECHKNOWLOGIES LLC)
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1.0
FREE

Member Resources

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DM Disruption Podcast
The Designated Motivator
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The Retirement Risk Show
Retirement Risk Advisors
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Tax Notes Talk
Tax Notes
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
Taxing Topics With Withum
WithumSmith+Brown, PC
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